Navigate transition. Plan for life.

Private Wealth Management 

[PWM] Lighthouse

At The Garvey-Clark Wealth Management Group, we are a seasoned Private Wealth Management team, part of an exclusive division within UBS, the largest wealth manager in the world1. Caring and committed, we will help you make the right decisions by delivering access to the global resources and financial stewardship you need today to help navigate life and its inevitable transitions.

Through purposeful financial planning and investing, we provide clarity, direction and, importantly, the passion to help you grow and sustain your wealth across generations. Whether your goals involve the multigenerational transfer of assets, the sale or succession of a privately owned business, a fulfilling retirement of health and wealth, or the care of aging parents, our team is prepared to help see you and your loved ones through.

Because we are committed to being here for the long haul, we will create a comprehensive plan and a disciplined strategy we will implement together. For us, it is about helping you enjoy life today—and tomorrow. Life is always changing. But we strive to be a stable and consistent source of advice you can count on.

Ready for what’s next?

Life is always changing. But we strive to be a stable and consistent source of advice you can count on.”

- John T. Garvey
  • John T. Garvey, CEPA®, CPWA®

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    Tailored financial solutions

    With nearly 30 years of experience in the financial services industry—the majority of it with UBS—John has dedicated himself to developing tailored financial solutions based on a clear understanding of his clients’ goals. He works primarily with high net worth individuals and families, focusing specifically on financial planning, multigenerational wealth management and creating customized portfolios.

    An experienced team

    Having earned the prestigious Private Wealth Manager designation, John and his team have built one of the largest and longest-tenured wealth management practices in UBS’s Philadelphia market area. He has also earned the Portfolio Manager title under the UBS Portfolio Management Program, a privilege granted to select Financial Advisors who have met certain prescribed educational, compliance and investment management standards. John serves as a member of the board of the Greater Philadelphia Chapter of the Exit Planning Institute and is a member of The Alliance of Mergers & Acquisition Advisors.

    Awards and recognition

    Forbes has placed John on its Best-In-State Wealth Advisors list for 2018 and 2019. He has been recognized by Barron’s as a Top 1,000 Financial Advisor in the US numerous times. The Philadelphia Business Journal has also named him multiple times to the Winner’s Circle of Top Wealth Advisors in the Greater Philadelphia Area. In addition, John has been recognized by the Financial Times in its 400 Top Financial Advisers list.

    Outside UBS

    John serves on the board of Community Volunteers in Medicine (CVIM) in Chester County, PA. He also volunteers as a mentor with American Corporate Partners (ACP), a nonprofit organization that offers veterans tools for career development through mentoring and career counseling. John is also a member of the Board of Trustees of Villa Maria High School.

    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2019
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Gettysburg College, B.A. in economics
    • Board member, Exit Planning Institute, Greater Philadelphia chapter
    • Member, Alliance of Merger & Acquisition Advisors
    • Private Wealth Advisor
    • Certified Exit Planning Advisor
    • Senior Portfolio Manager
    Multi-generational families
    Estate planning strategies
    Philanthropy
    Exit planning
    Business succession
    Executive compensation
    Business owners
    Entrepreneurs
    101 West Elm Street
    Suite 200
    Conshohocken, PA 19428
  • Matthew B. Clark, CFP®

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    A high level of service

    After health and family, Matt understands that finances and financial planning are a high priority to many people. He sees his skills as a Financial Advisor as an opportunity to help clients and their families plan for and meet their financial goals. Matt coordinates the team’s wealth management process, developing close relationships with clients and their families to ensure that each generation receives a high level of service and benefits from a fully implemented financial plan at every stage of life. 

    Outside UBS

    In 2016, Matt's wife, Amy, was diagnosed with cancer. Her battle ended in September 2017. During Amy's battle, Matt and Amy founded Amy's Yard Sale Foundation, which helps ease the burdens of families battling cancer in the Philadelphia region. Since Amy's passing, the foundation has been able to help 50 families in our community. Led by Matt, Amy's family and friends continue to honor Amy by doing her work every day.

    Outside of work

    Matt tries to spend every second he can with his family. He married wife, Kaelyn, in 2019. Their blended family of 5 children (3 girls and 2 boys) keep them very busy with their activities that include golf, tennis, field hockey, soccer, dance, piano and guitar. Matt and his family reside in Whitemarsh Twp, PA.

    • Penn State University, B.S. in finance, with distinction
    • Villanova University, M.B.A.
    • Villanova School of Business' Above and Beyond Award, 2021
    • Villanova’s Alumni Association Leadership Award, 2016
    • Villanova’s Meyer Award for Innovation, Creative Excellence, 2010
    • Private Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • Senior Portfolio Manager
    • Series 7 and 66 securities licenses
    • Life, accident and health insurance licenses
    Multi-generational families
    Financial planning
    Education planning
    Retirement planning
    Estate planning strategies
    Philanthropy
    Legacy planning
    Securities-backed lending
    101 West Elm Street
    Suite 200
    Conshohocken, PA 19428
  • Brady Hooper, CFP®

    Vice President–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    An early introduction

    Brady’s passion as a financial advisor is to work closely with clients to help them solve their financial needs and achieve their goals. It’s a passion he comes by naturally; his grandfather, Raymond Welsh, spent his entire 60-year career at UBS Financial Services Inc. and was the one who introduced Brady to the business.

    A multidisciplined team

    Brady focuses on comprehensive financial planning, with a specialty on delivering integrated multigenerational financial and investment advice. Brady is one of two CERTIFIED FINANCIAL PLANNER™ professionals on the team, which allows him to have deeper conversations surrounding clients’ investment, retirement, insurance, and estate and tax planning needs. It’s important to him that the entire Garvey-Clark team structure is devoted to helping clients achieve the financial future they’ve envisioned for themselves.

    Outside UBS

    Brady serves as a member of the Salvation Army of the Greater Philadelphia Advisory Board. His focus within the Salvation Army is to develop a Young Professionals Group to help cultivate the next generation of Salvation Army supporters. Brady and his wife, Alex, live in Wayne, PA and enjoy travel, golf and summers at his family beach house in Avalon, NJ. 

      • Wake Forest University, B.A. in economics with a minor in entrepreneurship
      • Private Wealth Advisor
      • CERTIFIED FINANCIAL PLANNER™
      • Series 7 and 66 securities licenses
      • Life, accident and health insurance licenses
      Multi-generational families
      Financial planning
      Education planning
      Retirement planning
      Estate planning strategies
      Philanthropy
      Legacy planning
      Securities-backed lending
      101 West Elm Street
      Suite 200
      Conshohocken, PA 19428
    • Cynthia M. Perl

      Senior Wealth Strategy Associate

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      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • HI
      • ID
      • IL
      • MA
      • MD
      • MI
      • MO
      • NC
      • NJ
      • NV
      • NY
      • PA
      • TX
      • VA
      • WA
      • WV

      Collaboration and experience

      After beginning her career in wealth management with UBS in 2007, Cindy worked for six years at Morgan Stanley as a senior registered associate. She then returned to UBS and the Garvey-Clark Wealth Management Group in 2014. She enjoys her team’s collaborative working environment and the way their experience and skills come together to benefit clients.

      An emphasis on connectivity

      Cindy has over 10 years of experience working with high net worth clients, which has taught her the importance of communicating quickly and effectively. Her main area of focus is relationship management. She assists with business development activities, leverages communication channels with clients and helps to educate them on various wealth management solutions. She deeply values her personal connection with clients, especially the feeling of making their lives simpler by providing a seamless wealth management experience.

      Outside UBS

      Cindy is a member of UBS’s professional development group, All Bar None (ABN), whose mission is to empower and promote the professional development of women in financial services. She is also an active participant in the Gwynedd Mercy Academy community. She loves college football, spinning and yoga, and spending time with her family, especially her two young daughters, who motivate her to work hard and to not be afraid to try and fail. 

        • University of Michigan, B.A.
        • Series 7 and 66 securities licenses
        101 West Elm Street
        Suite 200
        Conshohocken, PA 19428
      • Matthew Mehallick

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IA
        • IL
        • MA
        • MD
        • ME
        • NC
        • NJ
        • NY
        • PA
        • TN
        • TX
        • VA
        • VT
        • WA

        A part of the team

        Matt began his career as a summer intern at SEI Investments. After graduating from The Smeal College of Business at Penn State University in 2014, he joined UBS, which was at the top of his list of potential employers. He enjoys helping clients, hearing the stories of how they achieved their success, and working as part of the close-knit Garvey-Clark Wealth Management team to help them sustain and grow their wealth. 

        Administrative support

        Matt’s focus is on client reporting. He assists in preparing the team’s monthly, quarterly and annual client review materials. In addition, Matt analyzes and interprets the portfolio performance reviews and makes recommendations to the team's advisors for potential changes. He is also specialized in trading for the team’s advisory and non-advisory accounts, and handles the initial opening and maintenance of alternative investments.

        Outside UBS

        Matt and his wife live in Phoenixville, PA. He enjoys watching Philadelphia sports and reading for leisure, and is part of a running club in his community. Matt and his wife also enjoy spending time with family in Sea Isle City and Avalon, NJ during the summer month

          • Penn State University, The Smeal College of Business, B.A. in accounting
          • Series 7 and 66 securities licenses
          • Life, accident and health insurance licenses
          101 West Elm Street
          Suite 200
          Conshohocken, PA 19428
        • Christina Bradley

          Team Administrator

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          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • ID
          • IL
          • MA
          • MD
          • MI
          • MO
          • NC
          • NJ
          • NV
          • NY
          • PA
          • UT
          • VA
          • WA
          • WV

          A high level of service

          Christina began her career in the financial services industry in 2014 before joining UBS in 2016 as a Registered Client Service Associate. She is committed to taking a proactive approach to client service and prides herself on providing the highest level of service while assisting clients.

          Administrative support

          Christina’s area of focus is client service and administrative support for the team. She is responsible for client onboarding, organizing team events, maintaining firm materials, performance reporting and compliance/operational requirements.

          Outside UBS

          Christina is a member of the UBS All Bar None initiative, which focuses on professional advancement for women in financial services. She is also an active alumna of Ancillae-Assumpta Academy and Gwynedd Mercy Academy High School. She is a Philadelphia native who enjoys summer vacations with her family in Stone Harbor, NJ.

            • The George Washington University, B.A. in business administration
            • Series 7 and 66 securities licenses
            • Life, accident and health insurance licenses
            101 West Elm Street
            Suite 200
            Conshohocken, PA 19428

          Private Wealth Management

          Business sale and succession planning

          Intergenerational planning

          Relationships built to last

          In the news

          Supporting Individuals and Families Through Life’s Inevitable Changes. A recent article in Forbes features our team’s comprehensive approach to helping today’s affluent families navigate their unique financial challenges and priorities.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager