Michael Coles, CFP®
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Now is the time to plan your future

Michael Coles, CFP®

Account Vice President

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WV
  • WY

Michael Coles, CFP®

Education

  • Rowan University, BA in Economics: 2014

Credentials

  • CERTIFIED FINANCIAL PLANNER®

Michael Coles, CFP®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement planning
Business owners
Corporate executives
Financial planning

Michael Coles, CFP®

501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

Michael Coles, CFP®

Account Vice President

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WV
  • WY

Education

  • Rowan University, BA in Economics: 2014

Credentials

  • CERTIFIED FINANCIAL PLANNER®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement planning
Business owners
Corporate executives
Financial planning
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

michael.coles@ubs.com
Michael Coles, CFP®
501 Fellowship Road,Mt. Laurel,NJ,08054

Bradley Saler

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • 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

Bradley Saler

Recognized as an industry leader:

  • 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.

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. 

Bradley Saler

501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

Bradley Saler

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • 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

Recognized as an industry leader:

  • 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.

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. 

501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

bradley.saler@ubs.com
Bradley Saler
501 Fellowship Road,Mt. Laurel,NJ,08054

Meghan Henry

Client Associate

Meghan Henry

501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

Meghan Henry

Client Associate

501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

meghan.henry@ubs.com
Meghan Henry
501 Fellowship Road,Mt. Laurel,NJ,08054

Jennifer Krywy

Client Associate

Jennifer Krywy

501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

Jennifer Krywy

Client Associate

501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

jennifer.l.krywy@ubs.com
Jennifer Krywy
501 Fellowship Road,Mt. Laurel,NJ,08054

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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