Wealth management that spans generations

With the experience to manage your complex financial needs and a commitment to engaging each generation of your family, we offer thoughtful advice and education dedicated to ensuring your independence and building long-term relationships.

Our devoted team will work closely with you and your other trusted advisors to simplify the challenges that come with protecting, growing and transitioning wealth. Through our personalized approach, we promise to help provide:

The confidence that comes from a team who truly cares about you
The accountability of highly credentialed financial professionals committed to each generation of your family
The highest level of access and service, combined with the full resources of a global research and investment leader

Start the conversation

Tremendous changes continue to transform the economy. We filter out a lot of the noise that can confuse even the most sophisticated investor, so you can use your resources effectively to create more opportunity.
- Richard T. Gendelman

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.

Richard T. Gendelman, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IN
- LA
- MA
- MD
- MI
- NC
- NJ
- NM
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Rich has been in practice for more than 35 years and is the founder of the Gendelman McGinley Group. Prior to UBS, Rich was a Senior Portfolio Manager at Smith Barney. He was a multi-year member of that firm's Director's Council and served on a select committee of advisors whose input was sought in Smith Barney's merger and integration with Shearson Lehman in 1994. He moved his practice from Smith Barney to UBS Financial Services in 2008. Rich brings a comprehensive and integrated perspective to clients in the areas of investment management, retirement planning, private wealth transfer, legacy planning, charitable strategies, and liability planning. Because of his background and advice, he has built a select client base.

As a member of the UBS Political Action Committee, Rich meets periodically in Washington, D.C. with senior members of the Senate and House to discuss issues important to investors. Over his career, Rich has been featured in numerous financial publications and has been a guest on CBS Local News, providing analysis and insight on financial issues and tax reform. He was chosen to serve on a panel of international professionals which analyzed what led to the financial collapse of 2008 at a Temple University School of Law conference titled “Complexity and Collapse: The Credit Crisis.”

Rich taught undergraduate and graduate accounting, investments, international business finance and taxation at Temple University and Philadelphia University. He is a past member of the Executive Committee of the Temple Law Alumni Association and a past board member of Kensington Hospital. In his free time he is an avid sports fan and enjoys reading, exercising, travel and spending time with family and friends.

Certification and education
- Certified Financial Planner™ designation
- CPA certification
- Juris Doctorate, Temple University School of Law
- B.B.A. degree (Summa Cum Laude), Temple University
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
501 Fellowship Road
Suite 302
Mt Laurel, NJ 08054
Christine McGinley, CFP, CPM

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- LA
- MA
- MD
- MI
- NC
- NJ
- NM
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- WA
- WI
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 Portfolio Manager designation, Columbia University
- 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 America's Top Women Wealth Advisors Best-in-State, 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, 2024The 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.
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054
Harry W. Buzzerd, III, CFP

Executive Director

Market Director
View bio Industry recognition
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Buddy joined UBS Financial Services in 2008 in Hunt Valley, MD, and has served in Southern New Jersey since November of 2011. He entered the financial services industry in 1988 with Legg Mason and later joined Morgan Stanley, where he served as a Financial Advisor and as Branch Manager in Harrisburg, PA and Baltimore, MD. He then worked at Ferris, Baker Watts, Inc. in management roles in that firm’s Baltimore and Washington, DC locations.

A native of Falls Church, VA, Buddy and his wife, Cecile, now live in Haddonfield, NJ with their daughter, Ana, and sons, Will and Jack. He is active in his local community in various volunteer and coaching capacities. In his spare time , Buddy enjoys cycling, sports, outdoor activities and spending time with his family at the Jersey Shore.

Industry involvement
- UBS Leadership Advisory Council, 2014-2017
- UBS Political Action Committee
Certification and education
- Certified Financial Planner™ designation
- Series 3, 7, 8, 31 and 66 securities licenses
- New Jersey Life and Health Insurance licenses
- B.A. degree, psychology, Gettysburg College
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054
Daniel J. Lesneski, CFP

Senior Wealth Strategy Associate
View bio
- CA
- CT
- DE
- FL
- IN
- LA
- MD
- NC
- NJ
- PA
- VA
Dan joined the team in 2012 from Morgan Stanley Smith Barney. His responsibilities include developing tailored client solutions, complex financial plans, and assisting portfolio managers.

Actively involved with the Rotary Club of Mt. Laurel, Dan has served as its President. In his free time, he enjoys travelling and spending time with his lovely wife Erica, family, and friends.

Certification and education
- Certified Financial Planner™ designation
- Series 7, 66, and 31 securities licenses
- Life, Health, and Disability Producer’s license
- B.S. degree in finance with a concentration in Certified Financial Planning, Pamplin College of Business, Virginia Tech
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054
Lisa Miller

Client Associate
View bio
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054
Cecile Buzzerd

Client Associate
View bio
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Richard T. Gendelman, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IN
- LA
- MA
- MD
- MI
- NC
- NJ
- NM
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Rich has been in practice for more than 35 years and is the founder of the Gendelman McGinley Group. Prior to UBS, Rich was a Senior Portfolio Manager at Smith Barney. He was a multi-year member of that firm's Director's Council and served on a select committee of advisors whose input was sought in Smith Barney's merger and integration with Shearson Lehman in 1994. He moved his practice from Smith Barney to UBS Financial Services in 2008. Rich brings a comprehensive and integrated perspective to clients in the areas of investment management, retirement planning, private wealth transfer, legacy planning, charitable strategies, and liability planning. Because of his background and advice, he has built a select client base.

As a member of the UBS Political Action Committee, Rich meets periodically in Washington, D.C. with senior members of the Senate and House to discuss issues important to investors. Over his career, Rich has been featured in numerous financial publications and has been a guest on CBS Local News, providing analysis and insight on financial issues and tax reform. He was chosen to serve on a panel of international professionals which analyzed what led to the financial collapse of 2008 at a Temple University School of Law conference titled “Complexity and Collapse: The Credit Crisis.”

Rich taught undergraduate and graduate accounting, investments, international business finance and taxation at Temple University and Philadelphia University. He is a past member of the Executive Committee of the Temple Law Alumni Association and a past board member of Kensington Hospital. In his free time he is an avid sports fan and enjoys reading, exercising, travel and spending time with family and friends.

Certification and education
- Certified Financial Planner™ designation
- CPA certification
- Juris Doctorate, Temple University School of Law
- B.B.A. degree (Summa Cum Laude), Temple University
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
501 Fellowship Road
Suite 302
Mt Laurel, NJ 08054
Christine McGinley, CFP, CPM

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IN
- LA
- MA
- MD
- MI
- NC
- NJ
- NM
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- WA
- WI
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 Portfolio Manager designation, Columbia University
- 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 America's Top Women Wealth Advisors Best-in-State, 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, 2024The 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.
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054
Harry W. Buzzerd, III, CFP

Executive Director

Market Director
View bio Industry recognition
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Buddy joined UBS Financial Services in 2008 in Hunt Valley, MD, and has served in Southern New Jersey since November of 2011. He entered the financial services industry in 1988 with Legg Mason and later joined Morgan Stanley, where he served as a Financial Advisor and as Branch Manager in Harrisburg, PA and Baltimore, MD. He then worked at Ferris, Baker Watts, Inc. in management roles in that firm’s Baltimore and Washington, DC locations.

A native of Falls Church, VA, Buddy and his wife, Cecile, now live in Haddonfield, NJ with their daughter, Ana, and sons, Will and Jack. He is active in his local community in various volunteer and coaching capacities. In his spare time , Buddy enjoys cycling, sports, outdoor activities and spending time with his family at the Jersey Shore.

Industry involvement
- UBS Leadership Advisory Council, 2014-2017
- UBS Political Action Committee
Certification and education
- Certified Financial Planner™ designation
- Series 3, 7, 8, 31 and 66 securities licenses
- New Jersey Life and Health Insurance licenses
- B.A. degree, psychology, Gettysburg College
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054
Daniel J. Lesneski, CFP

Senior Wealth Strategy Associate
View bio
- CA
- CT
- DE
- FL
- IN
- LA
- MD
- NC
- NJ
- PA
- VA
Dan joined the team in 2012 from Morgan Stanley Smith Barney. His responsibilities include developing tailored client solutions, complex financial plans, and assisting portfolio managers.

Actively involved with the Rotary Club of Mt. Laurel, Dan has served as its President. In his free time, he enjoys travelling and spending time with his lovely wife Erica, family, and friends.

Certification and education
- Certified Financial Planner™ designation
- Series 7, 66, and 31 securities licenses
- Life, Health, and Disability Producer’s license
- B.S. degree in finance with a concentration in Certified Financial Planning, Pamplin College of Business, Virginia Tech
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054
Lisa Miller

Client Associate
View bio
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054
Cecile Buzzerd

Client Associate
View bio
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Financial Planning

A truly personalized plan for long-term success

Managing your wealth goes beyond managing your money. By actively listening, we’ll discover what’s important to you and work together to make a plan to help you achieve it.

Our planning process begins with a series of meaningful conversations. We then work with you to establish a comprehensive financial plan that prioritizes your goals.

Empowering your financial decisions
We see ourselves as the “CFO” of your financial affairs and we’re building a business plan for your personal life. This includes creating metrics to measure success and providing context for all important financial decision-making.

An integrated approach
Our goals-based approach to planning can help you see the connections between each area of your financial life, including insurance and liabilities, education funding, trusts and estate planning strategies, and philanthropy.

Bringing together the best resources
We are trusted by our clients to work directly with their accountants and estate attorneys, whether we’re helping with tax planning or advising on the most prudent strategies for building a legacy.

A lifetime financial strategy for you and your family
We are committed to building long lasting relationships. By monitoring and adjusting your plan, we strive to optimize your strategy to help ensure we keep pace with fluctuating markets, changing tax laws and your evolving family needs.

Customized investing

Insights that drive informed investment solutions

As discretionary portfolio managers, we tailor your asset allocation and risk management to your unique situation. We’ll help make sure you are prepared for opportunities and insulated in times of market turbulence.

Our direct access to global resources offers timely perspectives, customized investment planning and a fully-integrated suite of financial solutions.

The perspective to make wise financial decisions
Tapping the collective wisdom of our credentialed team, in conjunction with the deep resources of UBS, helps ensure that independent due diligence, diversification, and risk monitoring form the foundation of your financial plan.

Portfolio management focused on asset allocation
Our team works with you to determine an asset allocation strategy customized to your goals. We tailor your asset allocation, focusing on the investment mix that’s right for your situation.

Steady guidance for managing risk
By listening and aligning with your objectives, we focus on strategies that help mitigate risk. We communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.

Helping to safeguard multigenerational wealth
We understand the connections between wealth and family. We’re committed to helping each generation prepare for the responsibilities that come with significant wealth through education, advice and networking opportunities.

Corporate Executive Services

Integrated strategies for company benefits and compensation plans

With complicated equity award packages, as well as potentially complex tax consequences, executives need specialized advice. We have a number of solutions designed to address these needs.

In addition to general wealth management and financial planning needs, corporate executives face a unique set of challenges by virtue of their compensation structure.

Executive compensation
Our team helps senior executives make sense of the complexities of equity compensation plans.

Concentrated stock services (monetization, hedging)
Stock option solutions
Restricted securities (liquidation and risk management)
Estate planning with executive compensation

Integrated financial and retirement planning
Our comprehensive and customized financial planning or advisory services integrate company benefits and compensation strategies with your personal financial life. We can help you:

Understand the company compensation and benefit plans
Determine short and long-term financial goals
Develop long-term financial plans addressing: retirement, estate, taxes, insurance and investment management
Develop an implementation plan

Lasting relationships

Services that put you and your family first

In today’s world, you need to understand how all the pieces of your complex life can affect your pursuit of important financial goals. Our integrated services provide you with a clear and consistent approach to managing your wealth.

We offer a full range of services because our aim is to be helpful in every aspect of your financial life.

Attention on your terms
Our team works with a select group of clients and we always put their needs first. Our service goes above and beyond the expected, offering a highly personalized experience that is responsive and flexible to your needs.

Customized client service
Clients rely on our client service team for a host of critical financial and administrative needs. Our entire team is extraordinarily accessible and attentive. We have built long-lasting relationships by offering robust services that proactively anticipate your needs.

The perspective of a global leader
One of the largest wealth management firms across the globe, UBS is built on a 150-year tradition of serving generations of the world’s wealthiest individuals and families. This dynamic presence provides us with extensive reach and the distinct advantage of the firm’s global perspective, insights and resources.

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

2023 Tax Document Key Dates and Information

2023TaxPlanning.pdf

Wealth management that spans generations

Pursuing your goals together

Richard T. Gendelman, CFP

Christine McGinley, CFP, CPM

Harry W. Buzzerd, III, CFP

Daniel J. Lesneski, CFP

Lisa Miller

Cecile Buzzerd