Wealth management that spans generations

• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IN
• LA
• MA
• MD
• ME
• MI
• NC
• NJ
• NM
• NV
• NY
• PA
• SC
• TN
• TX
• VA
• WA

With more than 20 years of financial services experience, Christine shares responsibility for the team’s overall private wealth management and devotes much of her time to the unique needs of corporate executives. She also assists corporate clients in assessing strategies for retirement planning needs and various employee incentive programs.

Christine joined UBS Financial Service, Inc. in 2008. She began her career in 1983 with the Philadelphia Stock Exchange. She worked at Smith Barney for more than 20 years. Outside the office, Christine enjoys travel and spending time with her family.

Industry recognition

• Past President, Academy of Certified Portfolio Managers
  
  

Certification and education

• Certified Financial Planner™ designation
• B.S. degree in finance, LaSalle University

• Barron's Top 1,000 Financial Advisors, 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, 2015, 2016, 2017, 2018, 2019, 2020, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 100 Women Advisors, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
• Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• AK
• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• ND
• NE
• NH
• NJ
• NM
• NV
• NY
• OK
• OR
• PA
• PR
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WI
• WV
• WY

Facing complexity with experience

Buddy began his career in wealth management in 1988. His experience began at Legg Mason and he advanced to management positions at Morgan Stanley and Ferris, Baker Watts, Inc. Since 2008, Buddy has been Executive and Market Director at UBS.  In addition to his management responsibilities, Buddy and his team specialize in providing tailored solutions for high and ultra-high net worth families. Beyond big-picture financial and portfolio considerations, Buddy’s approach considers the needs of your entire family and he and his team are comfortable including each generation in their planning process.

Finances that fuel our passions

Buddy believes strong relationships are the foundation of effective financial planning. He focuses on building mutual trust and understanding your unique needs when crafting strategies that align with your goals. With a degree in psychology and experience as a volunteer coach in his local community, Buddy practices his relational approach in every area of his life. He recognizes that the power of sound wealth management can help to fuel our passions, which for him is quality time spent outdoors with his wife, Cecile, and their three children at the Jersey Shore. Buddy is passionate about helping you keep your eyes set on the life you want to build, and he takes great pride in seeing you achieve it.

Previous experience

• Legg Mason, Financial Advisor
• Morgan Stanley, Financial Advisor, Branch Manager
• Ferris, Baker Watts, Inc., Financial Advisor, Branch Manager

Education and credentials

• CFP^®
• B.A., Gettysburg College—Psychology
• Series 3, 7, 8, 31 and 66
• New Jersey Health and Life Insurance licenses

Outside of UBS

• Proud husband of Cecile and father to three children
• Enjoys cycling, sports and outdoor activities

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• CA
• CT
• DE
• FL
• IN
• LA
• MD
• NC
• NJ
• NY
• PA
• VA

Investment strategies crafted just for you

With over a decade of experience at UBS and a previous tenure at Morgan Stanley Smith Barney, Dan is eager to understand your unique values and help create a strategy that pursues them. He joined the UBS team as a senior wealth strategy associate. He specializes in crafting customized asset allocation strategies and investment solutions that align with your goals. As a key resource for our financial advisors, Dan heads the team's financial planning efforts, and coordinates our discretionary trading. He also helps with client management, acquisition and solution implementation. Dan is your go-to for any questions related to investment proposals, alternative investments or the current market.

Financial success is personal

Dan believes financial success is a personal project. He focuses on understanding what makes your goals and values unique, so the strategy crafted fits you as a person. Dan’s love for understanding and connecting with people extends into his personal life where he is actively involved with his neighborhood community garden. His lovely wife Erica, family, and friends are the relationships that mean the most to him.

Previous experience

• Morgan Stanley Smith Barney, Financial Advisor Associate

Education and credentials

• CFP^®
• B.S., Pamplin College of Business, Virginia Tech—Finance with a concentration in Certified Financial Planning
• Series 7, 31 and 66
• Life and Health Producer’s license

Outside of UBS

• Loves traveling and spending time with his wife Erica, daughter Frankie, and son Daniel
• Former President of the Rotary Club of Mt. Laurel, 2016
• Avid reader, lover of history, and tech enthusiast

Making wealth management more seamless

Lisa has been in wealth management for over three decades. After spending six years at AG Edwards, she joined UBS in 1996. Lisa specializes in account maintenance and team coordination, handling money movements, facilitating banking features and scheduling meetings with financial advisors to help keep everyone aligned. Lisa’s extensive experience highlights her dedication to understanding the intricate details that keep wealth management operations running smoothly, helping her team provide seamless service.

A lifelong dedication to client relationships

Lisa believes financial planning is a lifelong journey. As a financial professional, she is committed to helping the team’s clients achieve their long-term goals. She does not take for granted the impact that a well-oiled wealth management machine can have, and she works hard to help keep logistical issues from getting in the way of your success. Lisa’s other lifelong commitments include her husband, Jim, and their college-age twins, Isabella and Nicholas.

Previous experience

• AG Edwards, Client Service Associate

Education and credentials

• Riverside High School

Outside of UBS

• Lives in South Jersey with her husband, Jim
• Proud mother to college-age twins, Isabella and Nickolas
• Loves traveling

Supporting those who support you

Cecile joined the UBS team in 2023, bringing her 13 years of experience in the financial industry. She began her career at Legg Mason, where she met her husband, Buddy. Eventually, Cecile advanced to the position of financial advisor at Morgan Stanley. Now Cecile specializes in supporting her team’s services by preparing meetings with financial advisors, providing account maintenance, and educating you on your accounts and their offered services. She provides marketing support for the team, coordinating client communication and organizing client events.  Cecile’s dedication to precision and communication aims to offer every client personalized, seamless support.

Finding joy in your confidence

Cecile believes financial planning is built on understanding and making informed choices. She takes pride in helping provide you with easy access to the tools and information you need to comprehend your options and feel empowered in your decisions. As a financial professional, seeing you feel confident in your financial journey brings her joy. Beyond her work, Cecile enjoys playing tennis, biking and spending time with Buddy, their three wonderful kids, two dogs and their cat. Her holistic approach to life reflects her commitment to clients: she is thoughtful, reliable and deeply invested in their long-term success.

Previous experience

• Morgan Stanley, Financial Advisor
• Mercantile Bank & Trust, Sales Representative
• First National Bank of Maryland, Marketing Officer
• Legg Mason Wood Walker, Inc., Marketing Officer

Education and credentials

• B.B.A., Loyola University —Marketing

Outside of UBS

• Married to Buddy with three children, two dogs and a cat
• Tennis, running and leisurely biking
• Spend family time in the outdoors