The right moves for your financial future

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Jeff works with individuals and families to help them build, manage and preserve their wealth through thoughtful financial planning. He believes that successful wealth management begins with understanding each client’s unique financial goals and helping them create a clear path toward achieving them.

Jeff brings experience in financial planning, investment strategy, and client relationship management to his role. After graduating with a Bachelor of Science degree in Finance at Rutgers Business School, Jeff joined UBS Financial Services in June of 2019 in the Wealth Planning division. He earned the designation of Certified Financial Planner (CFP®) in July of 2024.

Originally from Holmdel, New Jersey, Jeff remains closely connected to the local community and is proud to serve clients throughout the region. He and his fiancée, Kendall, reside in Red Bank and enjoy traveling and spending time at the beach.

• Rutgers Business School, B.S. Finance

• CERTIFIED FINANCIAL PLANNER

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With 33 years working in Financial Services, Frank is especially qualified to provide highly personalized wealth management services to his clients. Wealth management is more than just access to the wide range of financial services and solutions–it is how those services and solutions are tailored to help people achieve their personal financial goals and dreams. Frank leverages his extensive experience to help clients embrace and prepare for their financial future.

Frank joined UBS Financial Services, Inc. in November of 1999 after employment at Prudential Securities. He graduated high school in 1984 from Christian Brothers Academy in Lincroft, NJ where he went on to attend Cornell University and graduated with dual Bachelors of Arts degrees in Economics and Government in 1988. He earned the designation of Certified Financial Planner (CFP®) in March 1997.

Frank and his wife Samantha reside in Marlboro, NJ with their three sons. He currently serves on Family Services Committee of Monmouth County Habitat For Humanity.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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, 2024, 2025, 2026The 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.

• Cornell University, B.A. Economics and Government

• CERTIFIED FINANCIAL PLANNER

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Trusted financial advice is more important today than ever. With over 25 years of industry experience, Michael's clients' financial goals are the focus of everything he does.  He aims to learn all he can about his clients, so he can address their most important priorities with a detailed plan that puts their goals within reach. Michael is committed to a relationship with his clients that’s relevant to their life and focused on their financial success.

After graduating with a Bachelor of Arts degree in Economics from Muhlenberg College, Michael joined UBS Financial Services in June of 1998 in the Account Transfer: Recruit Services division. He earned the designation of Certified Financial Planner (CFP®) in February 2005.

Michael and his wife Carlyn reside in Bordentown, NJ with their two daughters. He enjoys spending time with his family at the Jersey shore.

• Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.

• Muhlenberg College, B.A. Economics

• CERTIFIED FINANCIAL PLANNER

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Financial planning is not a one-time event, and constant client contact and review of the financial plan is at the core of what we do. Alyssa  plays a major role in the client service experience, while also being an integral part of the financial planning process. She assists with overseeing the ongoing client review process and makes sure reoccurring client meetings are scheduled which is crucial to the financial planning process. Alyssa is also heavily involved in the preparation and follow up associated with the client review meetings.

Alyssa is Series 7 & 66 licensed. She received her Bachelor's degree from Fairfield University in 2009, where she graduated Cum Laude.  Prior to joining UBS, she worked at Goldman Sachs in the Private Wealth Management division. Before that, Alyssa spent 6 years at Merrill Lynch in various Wealth management roles. 

Alyssa currently resides in Little Silver, NJ with her husband, Nick and their 2 children. She enjoys traveling with her family, and has a special fondness for Italy where she spent a semester abroad during college.

• Fairfield University, Bachelor, Cum Laude

• Chartered Retirement Planning Counselor

Catherine joined UBS Financial Services in 2008. She is responsible for all operational and administrative aspects of our team, from establishing new accounts to servicing existing clients. Catherine brings a wealth of client service experience to our team, and focuses on maintaining long standing client relationships through exceptional customer service.

Throughout her career of 25+ years, Catherine has provided executive assistance in the financial industry and major telecom corporations making use of her associate degree in Office Administration and Business Technology.

Catherine currently resides in Monroe Township, New Jersey with her husband Ken.  She enjoys spending time with family and friends.

• The Cittone Institute, A.A. Office Administration and Business Technology

Angela joined UBS Financial Services in 2023. She brings seven years of experience in the financial services industry to her role at UBS. Angela strives to exceed clients’ expectations and provide the highest level of service, anticipating clients’ needs and addressing every request resourcefully and efficiently. She is a point of contact for the team’s client relationship management services. Her responsibilities include client account maintenance, transfers, and onboarding processes, all while working alongside the team to ensure client satisfaction throughout every step of the wealth management process.

While she achieved a degree in creative writing, Angela charted a unique path by transitioning into a career dedicated to assisting the financial needs of others. Her time at Wells Fargo, where she began her career, allowed her to develop a deep expertise in banking, particularly in working with high-net-worth clients alongside financial advisors.

Angela enjoys spending time with her family, exploring nature through staying active outdoors, and discovering new culinary experiences.