Financial planning and beyond

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Since 2015, Michael has worked closely with corporate executives, business owners, and families to develop clear, actionable strategies that align their financial decisions with their long-term priorities. He believes that meaningful planning starts with truly understanding what matters most to each client—whether it’s growing a business, preparing for retirement, or creating a lasting family legacy.

Michael specializes in delivering creative, personalized solutions across key areas including investment strategy, cash flow optimization, retirement planning, and business succession. His disciplined process is designed to define goals, identify opportunities, and implement thoughtful strategies that aim to produce consistent, predictable outcomes—especially in complex financial situations.

Before joining UBS, Michael began his career in the software sector, focusing on municipal accounting and finance. He holds a bachelor’s degree in Economics from Rowan University, and maintains Series 7 and 66 securities licenses, as well as life and health insurance licenses. In 2018, he earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, reflecting his commitment to high standards of knowledge and ethics in financial planning.

Michael resides in Woolwich Township, New Jersey, with his wife Alyssa and their two children, Lilly and JJ. Outside of work, he enjoys traveling with his family, golfing, and playing beach volleyball—and he values the time spent connecting with friends and clients throughout the Delaware Valley.

• Rowan University, BA in Economics: 2014

• CERTIFIED FINANCIAL PLANNER®

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• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• KY
• LA
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• MD
• ME
• MI
• MO
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OK
• PA
• RI
• SC
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WI
• WV
• WY

Brad has been guiding families, business owners, and charitable organizations through thoughtful financial planning since the start of his career at Smith Barney in 1996. He takes a holistic approach to wealth management, designing customized strategies that reflect each client’s unique financial situation, long-term goals, and values. His focus areas include retirement planning, investment strategy, and multigenerational wealth transfer.

With a background in both economics and business, Brad brings a strategic mindset to each client relationship. He believes that clear communication, ongoing collaboration, and regular plan reviews are essential to helping clients stay on track through changing market conditions and life events.

Brad earned his bachelor’s degree from Rutgers University and his MBA from Temple University. He lives in Blue Bell, Pennsylvania, with his wife Lindsey and their two sons, Jacob and Andrew. Outside the office, Brad enjoys golfing, home improvement projects, and attending local sporting events.

• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Meghan joined UBS in 2021 as a Client Associate, bringing extensive experience in client service and relationship management from her previous roles in retail banking, where she began her career in 2006. She is passionate about developing deep, meaningful connections with clients, providing exceptional support, and ensuring a seamless experience in every interaction.

Meghan excels at understanding the unique needs of individuals and families, offering personalized attention to enhance client satisfaction and trust. Her commitment to service excellence makes her an integral member of the team and a valued resource for clients.

Meghan resides in Haddonfield, New Jersey, and enjoys spending quality time with family and friends, exploring local community events, and staying active in her hometown.