A plan for today, tomorrow and generations to come

Family photos on shelf

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Women-multigen family

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • James Nastasi Profile Photo

    James Nastasi

    Senior Vice President–Wealth Management

    Certified Portfolio Manager®

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    • AZ
    • CA
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Jim has nearly 20 years of Wealth Management experience. Prior to joining UBS Financial Services, Jim served for many years as a Wealth Management Vice President at Morgan Stanley. Jim partnered with UBS for its worldwide industry recognition, exclusive research, and its wide range of award-winning services. Every day, he leverages those opportunities and focuses on assisting individuals craft a unique solution to help them meet their financial needs.

    Jim earned a B.A. in Finance from Gettysburg College and an MBA from Villanova University. He holds series 7 & 66 Securities licenses, as well as Life, Accident, and Health Insurance licenses.  Jim is also a Certified Portfolio Manager and Wealth Advisor.  Jim resides in Collegeville, PA with his wife Ashley and two, young children-- Paige and Bennett.

      • Gettysburg College, B.A. in Finance
      • Villanova University, MBA
      • Certified Portfolio Manager®
      • Wealth Advisor
      Financial planning
      Long-term care planning
      Philanthropy
      Legacy planning
      Custom portfolios
      Asset allocation
      Education planning
      Retirement planning
      101 West Elm Street
      Suite 200
      Conshohocken, PA 19428
    • Carrie Cannon Profile Photo

      Carrie Cannon, CEPA

      Account Vice President

      Certified Exit Planning Advisor

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      • AZ
      • CA
      • CT
      • DE
      • FL
      • GA
      • ID
      • IL
      • IN
      • KY
      • MA
      • MD
      • ME
      • MI
      • NC
      • NJ
      • NY
      • OH
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA

      Prior to joining UBS, Carrie spent the last 15 years as a Vice President & Business Banking Relationship Manager-- advising business owners and key executives on how to best grow their business while partnering with their Centers of Influence.  With her unique experience and countless close relationships within the business community, Carrie is able to add even more value to our already, lasting client relationships.

      Carrie received her B.A. in Public Relations/Advertising, a Minor in Business Administration from The Pennsylvania State University, and is a proud member of their Schreyer Honors College. She also holds her Series 7 & 66 Securities licenses, as well as Life, Accident, and Health Insurance licenses.  Carrie also holds the unique CEPA accreditation-- Certified Exit Planning Advisor.  Today she resides in Blue Bell, PA with her husband Chris.

        • The Pennsylvania State University, B.A. in Public Relations/Advertising, Minor in Business Administration, Member of Schreyer Honors College
        • Certified Exit Planning Advisor
        Business succession
        401(k) plan services
        Women investors
        Entrepreneurs
        Banking
        Lending services
        Financial planning
        Exit planning
        101 West Elm Street
        Suite 200
        Conshohocken, PA 19428
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        Sara Moyer

        Senior Client Associate

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        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IL
        • KY
        • MA
        • MD
        • MO
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • WA

        Sara has been in the financial services industry for nearly 15 years working alongside Financial Advisors and their clients. Her attention to detail and commitment to providing exceptional customer service is second to none, making her an integral part of the team.

        Sara has earned her Series 7, 66, & 31 as well as Life, Health and Disability Insurance licenses. She is a 2006 graduate from Bloomsburg University and graduated with a B.S. in Marketing. Sara resides in Harleysville, PA with her husband Rich, daughter Reese, and new baby boy Colton.

          • Bloomsburg University, B.S. in Marketing
            101 West Elm Street
            Suite 200
            Conshohocken, PA 19428

          A focus on personalized access and service

          Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

          Helping women take charge

          Business transition and succession planning

          Retirement planning

          compass

          A way forward

          The rising generation in a new world

          Life is unpredictable. Could we be better prepared?

          For some of life's questions you're not alone. Together we can find the answer.

          With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

          Backed by the strength of UBS

          A global leader in wealth management

          Global leader

          UBS is a world-leading wealth manager

          #1

          Euromoney Private Banking and Wealth Management Survey, 2022

          More than 150 years

          offering financial advice

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