Important questions to answer as you near retirement

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Who we are

At The Fidler Hogan Criswell Meehan team at UBS, we understand the uncertainties that accompany planning for retirement. We work every day to help alleviate the stresses involved, and do so with a sense of purpose.

Every Financial Advisor on the team is a CERTIFIED FINANCIAL PLANNER™. We use our advanced training and education to build your plan around your needs. Our goal is to produce a realistic plan for you that we carefully monitor and update regularly. This allows you to focus your time and effort on the things that are most important to you.

We take the time to get to know you and also gain an understanding of what is important in your life so that we may provide guidance and ultimately help you achieve your goals.

As you embark on the most exciting journey of your life, we encourage you to not go at it alone. Contact us today, allow us to get to know you and understand your goals, and we’ll ensure that we are the right partners for you.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Michael Fidler Profile Photo

    Michael Fidler, CFP, CIMA, CPWA

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    Michael Fidler, CFP®, CIMA®, CPWA® is a Senior Vice President – Wealth Management and Senior Portfolio Manager with UBS. Before entering the Wealth Management business in 1999, Michael worked as a CPA for a local accounting firm. He has a Bachelor degree in Finance from Rowan University and a Master of Science degree in Taxation and Financial Planning from Widener University. Michael is a non-practicing member of the AICPA and The New Jersey Society of Certified Public Accountants. He has over a decade of extensive experience in assisting high net worth individuals with their complex financial needs.

    California Insurance License #0H84749

      • Rowan University, Finance
      • Widener University, Master of Science degree in Taxation and Financial Planning
      • Senior Portfolio Manager
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      501 Fellowship Road
      Suite 302
      Mt. Laurel, NJ 08054
    • Richard Hogan Profile Photo

      Richard Hogan, CFP, CIMA

      Senior Vice President–Wealth Management

      Senior Portfolio Manager

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      Richard Hogan, CFP®, CIMA® is a Senior Vice President – Wealth Management and Senior Portfolio Manager with UBS. He entered the financial services industry in 1993 after receiving Bachelors degrees in Marketing and Business Administration from Cabrini College. He received his CFP® designation through the Certified Financial Planning Board of Standards and also achieved the CIMA® designation after completing course work at The Wharton School. His extensive experience in retirement planning and investment portfolio construction helps maintain a sense of order and calm during turbulent times.

        • Cabrini College, Marketing and Business Administration
        • Senior Portfolio Manager
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Investment Management Analyst®
        501 Fellowship Road
        Suite 302
        Mt. Laurel, NJ 08054
      • Christopher Criswell Profile Photo

        Christopher Criswell, CFP, CIMA

        Senior Vice President–Wealth Management

        Senior Portfolio Manager

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        Christopher Criswell, CFP®, CIMA® is a First Vice President–Wealth Management and Senior Portfolio Manager with UBS. He achieved the CIMA® designation after completing course work at The Wharton School, and also received the CFP® designation through the Certified Financial Planning Board of Standards. Before becoming a Financial Advisor, Christopher worked as a senior accountant. He has Bachelors degrees in Accounting and Finance from Rutgers University. Christopher designs detailed financial plans for his clients, taking into account personal considerations that may impact their planning decisions.

          • Rutgers University, Accounting and Finance
          • Senior Portfolio Manager
          • CERTIFIED FINANCIAL PLANNER™
          • Certified Investment Management Analyst®
          Home Worker FL
          Home Worker FL, FL 000
        • Daniel Meehan Profile Photo

          Daniel Meehan, CFP, CPWA

          Senior Vice President–Wealth Management

          Senior Portfolio Manager

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          Daniel Meehan, CFP®, CPWA® is a Vice President–Wealth Management and Senior Portfolio Manager with UBS. Dan received the CFP® designation through the Certified Financial Planning Board of Standards and has a Bachelors degree in Finance from Rowan University. Dan creates comprehensive plans taking into account each client’s whole financial position. After completing the requirements to obtain the Certified Private Wealth Advisor® designation, Dan has acquired extensive knowledge in areas including but not limited to, retirement, investment, estate, and social security planning which he uses to guide his clients and get them on the path to attaining their goals.

            • Rowan University, Finance
            • Senior Portfolio Manager
            • CERTIFIED FINANCIAL PLANNER™
            501 Fellowship Road
            Suite 302
            Mt. Laurel, NJ 08054
          • Christopher Kroberger Profile Photo

            Christopher Kroberger

            Senior Vice President–Wealth Management

            Financial Advisor

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            In today's economy, good financial advice is critical. That’s why it’s important to work with a dedicated Financial Advisor committed to listening to you, understanding your concerns and helping make sure all aspects of your financial life are aligned. I strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve.

            Talk to me about how I can help you embrace your financial future with confidence.

                  501 Fellowship Road
                  Suite 302
                  Mt. Laurel, NJ 08054
                • Cathleen Bassetti Profile Photo

                  Cathleen Bassetti

                  Team Administrator

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                  Cathleen Bassetti is a Wealth Management Associate with the Fidler Hogan Criswell Meehan Group. Cathleen has a Bachelor of Science degree in Finance with Honors from Thomas Edison State University. She has worked as an Operations Manager and Branch Administration Manager and brings more than 25 years of financial industry experience to the team. Cathleen completed the Wealth Planning Financial Goal Analysis training and the Cannon High Net Worth professional development at UBS. She holds series 7, 66, 8, 9, and 3 licenses and provides professional support to the team and their clients.

                    • Thomas Edison State University, B.S. Finance with Honors
                      501 Fellowship Road
                      Suite 302
                      Mt. Laurel, NJ 08054
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                    What we do

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                    Our retirement planning process

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                    What’s special about UBS?

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

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