Experience

With over 25 years of experience in the financial services industry, Michael brings deep expertise and thoughtful insight to every client relationship. He specializes in working with high-net-worth families to address complex financial needs and in helping individuals plan for a secure, confident retirement.

Michael earned a Bachelor of Science in Business Administration with a concentration in Finance from Rowan University, followed by a Master of Science in Taxation and Financial Planning from Widener University. He has also achieved several advanced industry designations, including the CFP® certification from the Certified Financial Planning Board of standards, the Certified Investment Management Analyst® (CIMA®) designation through the Wharton School of the University of Pennsylvania, and the Certified Private Wealth Advisor® (CPWA®) designation through the Booth School of Business at the University of Chicago.

Before entering the wealth management field, Michael began his career as a Certified Public Accountant (CPA), building a strong foundation in tax strategy and financial planning that continues to inform his work with clients today.

Michael is known for his analytical approach, commitment to client success, and ability to design tailored solutions that align with each client's goals and values.

Richard (Rick) is a Senior Vice President - Wealth Management and Senior Portfolio Manager at UBS Financial Services with over 25 years of experience in the wealth management industry. As a CFP®, certified by the Certified Financial Planning Board of Standards, and Certified Investment Management Analyst® (CIMA®), Rick provides clients with a disciplined and personalized approach to financial planning and investment management.

Throughout his career, Rick has focused on delivering tailoring strategies in areas such as retirement planning, estate planning, risk management, and comprehensive wealth planning. He takes pride in building long-term relationships based on trust, transparency, and a deep understanding of each client’s financial goals. Rick’s approach is centered on empowering individuals and families to make confident, informed decisions that support their financial well-being now and into the future.

Rick earned his degrees in Business administration and Marketing from Cabrini University in 1992. He continues to stay current with industry trends and best practices to ensure his clients receive the highest level of service and insight.

Christopher Criswell is a Senior Vice President – Wealth Management and Senior Portfolio Manager at UBS Financial Services in Mount Laurel, New Jersey. With more than 25 years of experience in the financial services industry, Christopher offers deep expertise in investment strategy and comprehensive financial planning.

He holds both the Certified Investment Management Analyst® (CIMA®) designation—earned through executive education at The Wharton School of the University of Pennsylvania—and the CFP® professional, certified by the Certified Financial Planning Board of Standards. underscoring his commitment to advanced financial knowledge and ethical client service.

Christopher began his career as a Senior Accountant at CIGNA International Insurance Company and earned his Bachelor of Science in Accounting with Honors from Rutgers University.

Known for his thoughtful, relationship-first approach, Christopher works closely with each client to understand their goals, values, and life circumstances. He then builds customized financial plans that integrate disciplined investment management with long-term lifestyle planning—helping clients make confident, well-informed decisions for their financial futures.

Daniel Meehan is a Senior Vice President – Wealth Management and Senior Portfolio Manager at UBS Financial Services. With nearly two decades of experience in financial planning and investment management, Dan takes a comprehensive approach to helping clients build, preserve, and enjoy their wealth.

He is a CFP® professional, certified by the Certified Financial Planning Board of Standards, and holds the Certified Private Wealth Advisor® (CPWA®) designation, demonstrating advanced expertise in high-net-worth wealth management. Dan earned his bachelor’s degree in Finance from Rowan University and has continued to deepen his knowledge across a wide range of financial disciplines, including retirement, investment, estate, long-term care, and Social Security planning.

Dan is known for his holistic and personalized planning style—carefully evaluating each client’s full financial picture to develop strategies aligned with their goals and life vision. His deep understanding of portfolio construction and wealth strategy allows clients to move forward with clarity and confidence, especially as they plan for and transition into retirement.

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.

With over 20 years of experience supporting the Fidler Hogan Criswell Meehan Group, Anita serves as a Senior Client Associate, providing dependable, behind-the-scenes support that keeps the team and client experience running smoothly.

Known for a strong commitment to service excellence, Anita assists clients with everything from account openings and documentation to transaction processing and day-to-day inquiries. Her attention to detail, responsiveness, and dedication help ensure that clients receive seamless, high-quality service at every step.

A trusted and valued member of the team, Anita plays a key role in delivering the operational efficiency and personalized support that clients have come to expect.

Mary Beth McGeary is a Client Associate at UBS Financial Services in Mount Laurel, bringing over 16 years of experience in the financial services industry, along with a decade of expertise in the healthcare sector. Her well-rounded professional background reflects a lifelong commitment to learning, adaptability, and client service.

Mary Beth began her financial services career in the 1980s with PaineWebber—now part of UBS—before taking on roles at Prudential Securities and eventually returning to PaineWebber. After stepping away from finance to work at a law firm and focus on raising her family, she spent the next ten years building valuable experience in healthcare.

In 2021, she returned to UBS, where she quickly became a trusted and respected member of the Mount Laurel team. Colleagues and clients alike value her deep industry knowledge, attention to detail, and approachable, supportive nature.

Outside of the office, Mary Beth takes the greatest pride in her role as a mother to three accomplished daughters—her proudest achievement.

Brandon is a Client Associate at UBS Financial Services, bringing a strong background in customer relations and a passion for delivering outstanding service. As a recent addition to the team, Brandon provides day-to-day support to clients and ensures smooth execution of administrative operations with professionalism and a friendly, approachable demeanor.

Known for his reliability and attention to detail, Brandon is committed to helping clients feel supported and valued. He is eager to continue building on his experience and contribute to the team’s commitment to high-quality, personalized service.

Declan Botwinick is a Client Associate at UBS Financial Services in Mount Laurel. A recent graduate of the University of Rhode Island with a degree in Finance, he is looking forward to working with the team in this exciting new opportunity and providing the upmost quality of service for all UBS clientele.

Antony is a Client Associate at UBS Financial Services, where he plays a key role in supporting both clients and the advisory team with day-to-day service and operational excellence. As a recent addition to the Mount Laurel office, Antony brings fresh energy, a strong work ethic, and a client-first mindset to every interaction.

With a background in customer service and administrative support, Antony is committed to providing a seamless and responsive experience for clients. He approaches each task with professionalism, attention to detail, and a focus on building lasting client relationships.

Eager to grow within the financial services industry, Antony looks forward to continuing to expand his knowledge and contribute to the team's mission of delivering exceptional service and support.

With over 30 years of experience in the financial services industry, Susan brings a deep commitment to client service and operational excellence. As a Wealth Management Associate, she plays a vital role in supporting clients through account-related activities, resolving inquiries, and ensuring a seamless client experience.

Susan holds both the Series 7 and Series 66 licenses, underscoring her dedication to industry standards and regulatory compliance. She earned a Bachelor of Science in Business Administration with a concentration in Finance from LeMoyne College.

Known for her professionalism, integrity, and client-first approach, Susan is a trusted and valued member of the team.