Lasting relationships. For all that matters

Father and son handshake on the beach

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Brett Mower Profile Photo

    Brett Mower

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • KY
    • MA
    • MD
    • ME
    • MI
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    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
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    • VA
    • VT

    Brett joined UBS in 2016 after working at Merrill Lynch and Wachovia. He began his career over 20years ago in New York City concentrating on Investment Banking and International Institutional Sales.

    His focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their short- and long-term financial goals.

    Brett’s approach to wealth management is consultative, and he is committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client’s income and growth goals. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropic services.

    Brett is a qualified Portfolio Manager who can help clients pursue their investment objectives by recommending individual, or any combination of, UBS or approved third- party investment managers’ strategies, funds or portfolios.

    Growing up in Ocean City, NJ, Brett has a passion for the beach which has him committed to several charities and community organizations. Brett is an avid golfer and skier and currently resides in Haddonfield, NJ with his wife and three children.

    • Forbes Best-in-State Wealth Management Teams, 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.

        1735 Market Street
        Mellon Bank Center
        Philadelphia, PA 19103
      • Timothy Gallagher Profile Photo

        Timothy Gallagher

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • KS
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MS
        • MT
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • PA
        • SC
        • TX
        • VA
        • VT

        Tim has been in the Financial Services Industry since 2000 and joined UBS in 2016. Tim is exceptionally service-oriented, striving to stay in close contact with each client. He asks that clients think of him as their trusted financial advisor, and in return his commitment to them is unwavering. Tim takes time to fully understand clients and what matters most to them, both personally and professionally, before any financial strategies are recommended. A detailed, customized portfolio assessment is constructed to facilitate wealth structuring and monitor the tax efficiency of his client's wealth. With a combined financial experience of more than 30 years, Tim's team of specialists employ the resources and flexibility of UBS to offer insightful recommendations while balancing risks and rewards that are based on the client's individual goals and needs.

        Tim is a 1989 graduate of Ocean City High School and a 1993 graduate of The College of William & Mary in Williamsburg, Virginia. Tim earned a wrestling scholarship to William & Mary and was a member of Lambda Chi Alpha. He also participated in Big Brother/Big Sister while in college. Tim is an avid golfer and a member of Tavistock Country Club in Haddonfield, NJ. He grew up in Sea Isle City, NJ and enjoys golfing, surfing and High School wrestling. He and his wife Meredith live in Haddonfield, NJ with their daughters Claire and Mae.

          • Ocean City High School
          • The College of William & Mary
            1735 Market Street
            Mellon Bank Center
            Philadelphia, PA 19103
          • Kelly Filipkowski Profile Photo

            Kelly Filipkowski

            Senior Client Associate

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            • CA
            • CO
            • DC
            • DE
            • FL
            • GA
            • KY
            • MA
            • MD
            • MI
            • MN
            • MO
            • MS
            • MT
            • NC
            • NH
            • NJ
            • NV
            • NY
            • PA
            • SC
            • TX
            • VA

                  1735 Market Street
                  Mellon Bank Center
                  Philadelphia, PA 19103

                Focus on liquidity management

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                UBS and Credit Suisse—stronger than ever

                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.

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                As of 11/07/2023

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