Experience

Keith began his career in the financial service industry in 1999. As a financial advisor, Keith and his partners focus on meeting the financial goals of clients. Utilizing UBS's state of the art tools, Keith and his partners assist clients with everything from investment management to retirement and wealth transfer planning.

Keith is a graduate of Temple University's Fox School of Business with a dual major in Marketing and Risk Management. Keith has continued his financial education by obtaining the Chartered Retirement Planning Counselor(SM) designation. Keith was also a Corporal in the United States Marine Corps, serving from 1992 to 1999.

He currently lives in Rydal, PA with his wife Anita and their four children, Holly, Grace, Sophia and Cormac.

He leads the ETF and Bond strategies in the Investment Advisory Program for the team.

Keith is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Chartered Retirement Planning Counselor(SM) and CRPC®; are registered service marks of the College for Financial Planning.

With over 21 years of experience in the financial services industry, Mike has built a reputation as a trusted advisor and advocate, guiding both individuals and institutions through the complexities of financial decision-making.  His career began at Morgan Stanley in 2003, and in 2007 a transition to Merrill Lynch occurred, leading to 15 years of deep expertise in wealth and retirement planning.  Currently, Mike co-leads the CUSTOM Wealth Management team at UBS, an 8 person group founded in 2012 with his two partners Charles Lovell and Keith Householder.  As a designated Retirement Plan Consultant (RPC), specialization includes helping successful families, corporate executives, business owners, and retirement plans optimize resources to meet their financial goals.

The foundation of this work is a goals-based approach, ensuring that the strategies and advice provided are tailored to help clients make rational, informed decisions that align with their long-term objectives.

Educational background includes a dual degree in Finance and Marketing from Drexel University, where success was also found playing Division I Men's soccer.  Professional designations include CRPC (Chartered Retirement Planning Consultant) and CPFA (Certified Plan Fiduciary Advisor), which deepen expertise in retirement and fiduciary advisory services.

Beyond professional commitments, involvement in philanthropy includes work with Donors are Heroes, a volunteer group affiliated with the Gift of Life Donor Program along with the other great organizations like Bringing Hope Home.  Additionally, there is passion for coaching youth sports, and Mike serves as a board member of the Radnor Soccer Club (RSC) in the community Mike, his wife Michele and family reside.

Charles has more than 18 years of experience providing financial and wealth management advice and services. He joined Merrill Lynch in 2006, coming from Morgan Stanley and transitioned to UBS in 2022. Charles focuses on wealth planning and asset management.

Charles, an Eagle Scout, who is originally from San Francisco, CA moved to the Philadelphia area after graduating from Lafayette College. Charles currently lives in Huntingdon Valley, PA with his wife Amanda and three children Charlie, Margeaux & Greenleigh. He leads the equity strategy in the Investment Advisory Program.

Charles is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Chris Slowey is a Vice President and Partner on the team.  Prior to joining UBS in 2022, Chris and the team worked with their clients at Merrill Lynch.

Chris takes a highly personalized approach to the clients he serves while channeling the resources and capabilities of the firm to craft detailed, integrated strategies across multiple disciplines including financial planning, investment management, wealth transfer, credit & philanthropy.    

Chris began his career in Investment Management working for Mario Gabelli at GAMCO Investors, Inc. for 14 years.  As Vice President, Chris worked with Institutional Investors, Financial Advisors and Family Offices in equity and alternative investments.  Chris earned a bachelor’s degree in Finance with a minor in Accounting from Fairfield University.  Today, Chris lives with his wife and their two children in Moorestown, New Jersey.

Today’s investors need more than information. It takes an investment professional to put that information into context; to know you, your needs and your stage of life; to determine which strategies complement your goals so that your personal wealth management plan is suitable now and for years to come. As a trained investment professional with over 32 years of experience, Martha: 

- Takes the time to learn about your individual goals and needs so that you will feel confident in the investment decisions you make
- Understands that the best investment decisions are the ones that are suitable for each individual client