Senior Vice President–Wealth Management
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.
Vice President–Wealth Management
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.
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.