Important questions to answer as you near retirement

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.

Connect with us

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, CFP, CIMA, CPWA

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WV
- WY
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, CFP, CIMA

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WV
- WY
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, CFP, CIMA

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WV
- WY
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, CFP, CPWA

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WV
- WY
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

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WV
- WY
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

Team Administrator
View bio
- AZ
- DE
- FL
- MD
- NC
- NJ
- PA
- TX
- VA
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

Anita Batot

Client Associate
View bio
Anita Batot is a Senior Client Service Associate with the Fidler Hogan Criswell Meehan Group. For over a decade, she has been assisting clients by providing full administrative and operational support. Anita communicates regularly with clients and is available to assist with many questions on items such as monthly statements, monthly distributions, paperwork, internet access and many other non-investment related matters. Anita’s extensive knowledge of procedures and industry rules and regulations make her a valuable asset to the team and their clients.
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Michael Fidler, CFP, CIMA, CPWA

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WV
- WY
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, CFP, CIMA

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WV
- WY
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, CFP, CIMA

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WV
- WY
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, CFP, CPWA

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WV
- WY
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

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WV
- WY
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

Team Administrator
View bio
- AZ
- DE
- FL
- MD
- NC
- NJ
- PA
- TX
- VA
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
Anita Batot

Client Associate
View bio
Anita Batot is a Senior Client Service Associate with the Fidler Hogan Criswell Meehan Group. For over a decade, she has been assisting clients by providing full administrative and operational support. Anita communicates regularly with clients and is available to assist with many questions on items such as monthly statements, monthly distributions, paperwork, internet access and many other non-investment related matters. Anita’s extensive knowledge of procedures and industry rules and regulations make her a valuable asset to the team and their clients.
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

What we do

Retirement Planning

401(k) analysis
Pension Analysis
Social Security Maximization
Deferred Compensation
Retirement Income Analysis

Wealth Management

Customized portfolios that seek to provide income, growth, and downside protection
Tax Planning Strategies
Philanthropic Planning
Employer stock Strategies

Estate Planning

Family Wealth Transfer
Estate Tax Minimization
Efficient Charitable Giving
Wills
Power of Attorney

Insurance planning

Policy Review
Needs Analysis
Life Insurance Trusts
Long-term care insurance

Our retirement planning process

Discover

Determine how much you have and how much you will need

We’ll review your priorities and then look at all your resources, including pensions, savings and Social Security as well as the debt that could impact your income needs. Remember, too, that your healthcare expenses are likely to go up in retirement, especially if you retired before you’re eligible for Medicare and will have to purchase insurance on your own.

Create

Design a complete plan with clear action steps to follow

Your plan is a comprehensive written document that provides “what if” scenarios in order for you to evaluate a number of possible strategies. Once we choose a strategy, your plan will give a step-by-step road map for pursuing your goals with real benchmarks to help us assess your progress.

Implement

Put your strategy to work

It’s important that you have a reliable source of income that is exposed to an appropriate level of market risk. Your strategy may use a combination of government bonds, corporate bonds, municipal bonds, preferred stock, common stock, mutual funds, exchange traded funds and/or stock options to attain the target rate of return you’ll need to help you achieve your financial goals.

Review

Make sure your plan stays on track

We understand how important it is to feel confident you’ll continue to have what you’ll need to live comfortably. Our own families have faced similar planning challenges so we’ll be there with you every step of the way. Through ongoing communication, meetings, financial planning review and phone calls, we’ll make sure you don’t have to face retirement alone.

What’s special about UBS?

With more than 150 years of wealth management expertise at its core, and drawing upon an integrated mix of investment banking and asset management businesses, UBS focuses on providing relevant guidance, differentiated global perspectives and diverse strategies and solutions for private, corporate and institutional clients worldwide. We access the deep resources and wealth management expertise of this firm to deliver the trusted financial advice our clients seek today to confidently move forward.

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.

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights

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Important questions to answer as you near retirement

Who we are

Pursuing your goals together

Michael Fidler, CFP, CIMA, CPWA

Richard Hogan, CFP, CIMA

Christopher Criswell, CFP, CIMA

Daniel Meehan, CFP, CPWA

Christopher Kroberger

Cathleen Bassetti

Anita Batot