Experience

Brett joined UBS in 2016 after working at Merrill Lynch and Wachovia. He began his career over 30 years 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, skier and currently resides in Haddonfield, NJ with his wife and three children.

Tim has been in the Financial Services Industry since 2000 and joined UBS in 2016. Tim is truly 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.

Kelly began her financial services career in 1981 with Wertheim Schroders as an administrative assistant. In 2017 she joined the Mower Gallagher Wealth Management in the Philadelphia branch office. She received her financial licenses in 1995. In her spare time, Kelly enjoys reading, cooking and spending time with her family. She was born and raised in Southwest Philadelphia until she meet her husband Ralph and now resides in Haddonfield NJ since 1985.

Holly Berry is a Service Associate at UBS. She joined UBS in 2016 where she worked with the Pennsylvania Market Management Team for five years before moving into the Client Service Associate role. She has a passion for planning, connecting with clients, and helping clients reach their financial goals. Holly is on the path to become a Financial Advisor with hopes of continuing to work with clients in a more strategic capacity. She is a graduate of the University of Connecticut where she studied Communications and Psychology. Holly resides in her hometown of Moorestown, NJ with her husband and their two kids.