Experience

Mark D. Fendrick, CFP®, Managing Director, Wealth Management, has been licensed since 1983. Following a successful 25-year career with Morgan Stanley, Mark joined UBS in November of 2008. Mark earned a BS in Accounting at University of Delaware and an MBA with concentration in Investment Management from Drexel University. Mark is also a CERTIFIED FINANCIAL PLANNER™. Mark is involved in his community, Past President of Temple Beth Sholom, Past Board Member and Finance Committee Member of Our Lady of Lourdes Hospital, Board Member of Jewish Community Foundation and Co-Chair of the Investment Committee, and Board Member of Jewish Federation of Southern New Jersey.

Jamison A. Licausi, CFP®, has been helping individuals, families, and business owners navigate complex wealth decisions since 2004. As a Managing Director at UBS and member of FLO Wealth Management, a team overseeing approximately $4 billion in client assets, Jamison works closely with high net worth and ultra high net worth clients on a wide range of planning, investment, and business-related matters.

His practice is centered on advising entrepreneurs, executives, and multigenerational families through pivotal financial events, including business transitions, liquidity events, and the ongoing management of significant wealth. Jamison frequently advises on sophisticated strategies that require coordination across investment banking, lending, estate planning, tax, and corporate advisory professionals, helping clients navigate complex opportunities and achieve their long-term objectives.

Jamison began his career with a municipal bond firm in Northern New Jersey before joining Morgan Stanley's Providence office in 2005. In 2007, he partnered with Mark Fendrick in Cherry Hill, New Jersey, helping build what would become FLO Wealth Management.

Jamison resides in Moorestown, New Jersey, with his wife, Rachel, and their children, Claire, Jamison, and Jane. A former collegiate golfer, he continues to enjoy the game.

David A. Ostrum, CFP®, has been a professional in investment banking and wealth management since 2008. He holds a Bachelor of Science in Finance from Pennsylvania State University and a Master of Business Administration from Temple University's Fox School of Business. David began his career at J.P. Morgan Chase in their investment bank, where he completed his training in London, England, specializing in foreign exchange and international equity, before advancing to the role of finance manager supporting the equity trading desk.

In 2014, David joined UBS as a wealth planning consultant with a goal of becoming a financial advisor on an industry-leading wealth management team. Today, he is an industry-recognized advisor with the FLO Wealth Management team. In this capacity, he performs a multifaceted role, collaborating closely with clients to achieve their long-term financial objectives. His expertise encompasses developing personalized investment strategies and comprehensive financial plans, providing guidance and advice for complex financial decisions.

Residing in Moorestown, NJ, David lives with his wife Lindsay and their three children: Emily, Griffin, and Austin. He is actively involved in coaching his children's sports teams and is a dedicated Philadelphia sports enthusiast. Additionally, David contributes to his community through his service as a Board Member and Finance Chairman of the Jewish Federation of Southern New Jersey and as a Board Member of the Jewish Community Foundation. He also co-chairs the Foundation’s Endowment Investment Committee. In 2023, he was honored with the Young Leadership Award from the Jewish Federation of Southern New Jersey.

Alec R. Fendrick joined the team in 2021 and has quickly become a valued member, helping clients navigate their financial journeys with confidence. He specializes in comprehensive financial planning and custom investment strategies designed to align with each client’s unique goals and life circumstances.

Working alongside his father, Alec brings a multigenerational perspective to the team. Together with their experienced colleagues, they are committed to delivering exceptional service and fostering lasting relationships built on trust and transparency.

Alec is known for his attentive, client-first approach. He takes the time to understand what truly matters to his clients—whether it's building long-term wealth, planning for retirement, or protecting assets for future generations—and crafts thoughtful, personalized solutions to help them succeed.

A lifelong resident of South Jersey, Alec lives in Cherry Hill with his wife. Outside the office, he enjoys quality time with family, staying active in the local community, and pursuing outdoor activities.

Felipe Zegarra, CFP®, CTFA, brings a deep and well‑rounded advisory background to the FLO Wealth Management team. He began his career at Morgan Stanley in wealth management before serving as a High Net Worth Financial Advisor at Vanguard, where he guided affluent families through sophisticated investment, retirement, and wealth‑planning decisions.

Felipe joined UBS in 2025 to contribute his broad experience to a collaborative, highly-regarded advisory team. As both a CERTIFIED FINANCIAL PLANNER™ professional and Certified Trust and Fiduciary Advisor, he applies a disciplined, fiduciary‑minded approach to helping clients make informed, long‑term financial decisions.

With a thoughtful, analytical approach, Felipe works closely with clients to design strategies that align their wealth with their priorities, supporting retirement readiness, multigenerational planning, and meaningful outcomes.

Felipe lives in Riverton, NJ, with his fiancée. Outside the office, he is a dedicated Philadelphia sports fan and enjoys staying active through golf and soccer.