Senior Vice President–Wealth Management
Financial Advisor
Steve is a Senior Vice President - Wealth Management at UBS and began his carreer as a Financial Advisor with Merrill Lynch in 1996 and has been with UBS Financial Services, Inc since December 2008. He holds a CERTIFIED FINANCIAL PLANNING ™ certificate, a designation awarded by the Certified Financial Planner Board of Standards Inc., which is the recognized standard of excellence for competent and ethical personal financial planning. He attained his undergraduate degree from The College of N.J. in Business Administration. There he enjoyed four successful seasons playing quarterback culminating in the college's first ever NCAA Div. III football playoff appearance.
As the team's facilitator of investment management, Steve oversees strategic and tactical allocation strategies through institutional asset management as well as providing customized client portfolios. He believes that goal based financial planning helps drive the allocation process and places the client in the best position to achieve their desired outcome. Working towards these goals and building relationships with clients is the most rewarding and motivating aspect of his financial counseling experience.
Steve enjoys spending time with his family; wife Jeannine and children Steven, Amanda and Madilyn in Hammonton, NJ. He is involved in his community, volunteering in youth sports programs and various advisory boards. Steve is an avid golfer and general sports/outdoor enthusiast.
He is FINRA Series 7, 63 and 65 licensed.
Life and Health Insured.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Steve is a Senior Vice President - Wealth Management at UBS and began his carreer as a Financial Advisor with Merrill Lynch in 1996 and has been with UBS Financial Services, Inc since December 2008. He holds a CERTIFIED FINANCIAL PLANNING ™ certificate, a designation awarded by the Certified Financial Planner Board of Standards Inc., which is the recognized standard of excellence for competent and ethical personal financial planning. He attained his undergraduate degree from The College of N.J. in Business Administration. There he enjoyed four successful seasons playing quarterback culminating in the college's first ever NCAA Div. III football playoff appearance.
As the team's facilitator of investment management, Steve oversees strategic and tactical allocation strategies through institutional asset management as well as providing customized client portfolios. He believes that goal based financial planning helps drive the allocation process and places the client in the best position to achieve their desired outcome. Working towards these goals and building relationships with clients is the most rewarding and motivating aspect of his financial counseling experience.
Steve enjoys spending time with his family; wife Jeannine and children Steven, Amanda and Madilyn in Hammonton, NJ. He is involved in his community, volunteering in youth sports programs and various advisory boards. Steve is an avid golfer and general sports/outdoor enthusiast.
He is FINRA Series 7, 63 and 65 licensed.
Life and Health Insured.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
Jackie Quilter, Client Service Associate, has been a critical part of our service team for over 20 years and helps provide our clients with a high level of personalized, quality service and attention.
Jackie enjoys entertaining, travel and spending time with her grandson Mason.
Client Associate
Jackie Quilter, Client Service Associate, has been a critical part of our service team for over 20 years and helps provide our clients with a high level of personalized, quality service and attention.
Jackie enjoys entertaining, travel and spending time with her grandson Mason.
Senior Client Associate
Holly Hull, Senior Client Service Associate, is a new member of our service team, who helps provide clients with a positive and professional approach to their overall experience. Holly has decades of experience in our industry and is always happy to assist with all service needs of our clients.
Holly lives in Galloway, NJ and enjoys spending time with family and friends at the beach.
Senior Client Associate
Holly Hull, Senior Client Service Associate, is a new member of our service team, who helps provide clients with a positive and professional approach to their overall experience. Holly has decades of experience in our industry and is always happy to assist with all service needs of our clients.
Holly lives in Galloway, NJ and enjoys spending time with family and friends at the beach.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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