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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
Trusted financial advice is more important today than ever. With over 20 years of industry experience, Michael's clients' financial goals are the focus of everything he does. He aims to learn all he can about his clients, so he can address their most important priorities with a detailed plan that puts their goals within reach. Michael is committed to a relationship with his clients that’s relevant to their life and focused on their financial success.
After graduating with a Bachelor of Arts degree in Economics from Muhlenberg College, Michael joined UBS Financial Services in June of 1998 in the Account Transfer: Recruit Services division. He earned the designation of Certified Financial Planner (CFP) in February 2005.
Michael and his wife Carlyn reside in Bordentown, NJ with their two daughters. He enjoys spending time with his family at the Jersey shore.
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Trusted financial advice is more important today than ever. With over 20 years of industry experience, Michael's clients' financial goals are the focus of everything he does. He aims to learn all he can about his clients, so he can address their most important priorities with a detailed plan that puts their goals within reach. Michael is committed to a relationship with his clients that’s relevant to their life and focused on their financial success.
After graduating with a Bachelor of Arts degree in Economics from Muhlenberg College, Michael joined UBS Financial Services in June of 1998 in the Account Transfer: Recruit Services division. He earned the designation of Certified Financial Planner (CFP) in February 2005.
Michael and his wife Carlyn reside in Bordentown, NJ with their two daughters. He enjoys spending time with his family at the Jersey shore.
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.
Education
Credentials
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
