Wealth management that spans generations

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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

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

    Richard T. Gendelman, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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

        Christine McGinley, CFP, CPM

        Managing Director–Wealth Management

        Financial Advisor

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        • 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
          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, 2023The 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.
        • Forbes Best-in-State Women Wealth Advisors, 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.

            501 Fellowship Road
            Suite 302
            Mt. Laurel, NJ 08054
          • Harry W. Buzzerd

            Harry W. Buzzerd, III, CFP

            Executive Director

            Market Director

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            • 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

                Daniel J. Lesneski, CFP

                Senior Wealth Strategy Associate

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                • 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 Photo

                      Lisa Miller

                      Client Associate

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                              501 Fellowship Road
                              Suite 302
                              Mt. Laurel, NJ 08054
                            • Cecile Head Shot

                              Cecile Buzzerd

                              Client Associate

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                                      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.

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                                    Financial Planning

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                                    Customized investing

                                    Corporate Executive Services

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                                    Lasting relationships

                                    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

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