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.

Co-workers

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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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • LA
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    • NY
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    • RI
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    • TN
    • TX
    • VA
    • VT
    • WA
    • WI

    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.

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

          Timothy Gallagher

          First Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WI

          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
            • Brian Crawford Profile Photo

              Brian Crawford

              Account Vice President

              Financial Advisor

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              • CA
              • CO
              • DC
              • DE
              • FL
              • IL
              • KY
              • MA
              • MD
              • MN
              • MS
              • NC
              • NH
              • NJ
              • NV
              • NY
              • PA
              • PR
              • SC
              • TX
              • VA

              Brian focuses on clients’ goals and concerns, offering the goals-based wealth management process, global resources and up-to-the-moment Web technology that complement his ability to help clients pursue the financial lifestyle that is most meaningful to them.

              Brian is a problem solver who works to simplify high-net-worth clients’ financial lives. He assists clients in identifying and prioritizing their various goals—including estate planning services, investments, wealth transfer and retirement income—then develops strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes. He is also a firm believer in paying close attention to both sides of a client’s balance sheet and can provide strategic and personalized banking guidance focused on your needs. He works hard to gain clients’ trust and is committed to helping optimize their resources so they can make the most of what they have.

              Brian joined UBS in 2016 after serving multiple years in the financial services industry. Brian holds the FINRA Series 7 and Series 66 registrations, and is licensed as an agent for Life, Accident, and Health Insurance. He graduated from Rutgers University in New Brunswick, NJ with a bachelor’s degree in Economics.

                • Rutgers University, Bachelor’s Degree in Economics.
                  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

                      The Year Ahead - Sustainable Investing

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

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