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Generational Family on Beach

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TX
    • VA
    • WA
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • 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
    • CO
    • CT
    • DE
    • FL
    • GA
    • IN
    • KY
    • MD
    • MI
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TX
    • 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.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • The Pennsylvania State University, B.A. in Public Relations/Advertising, Minor in Business Administration, Member of Schreyer Honors College
    • Certified Exit Planning Advisor
    401(k) plan services
    Women investors
    Entrepreneurs
    Banking
    Lending services
    Financial planning
    Long-term care planning
    Business owners
    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 son Colton.

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

      Defining your priorities. Pursuing what matters.

      Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

      Helping women take charge

      Business transition and succession planning

      retirement couple

      Retirement planning

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      Exceptional financial strength and stability

      A team approach

      Long-term care planning

      cover art of women's document

      Women, wealth and well-being

      The challenges women breadwinners face embracing their financial clout

      Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

      We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

      Download the report

      Backed by the strength of UBS

      A global leader in wealth management

      More than 150 years

      offering financial advice

      World's best bank

      for wealth management

      Euromoney Award for Excellence, 2020-2022

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