Financial planning and beyond

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Start the planning conversation

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

Senior Vice President–Wealth Management

Certified Portfolio Manager®
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
- 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

james.nastasi@ubs.com

James Nastasi

101 West Elm Street,Conshohocken,PA,19428
Carrie Cannon, CEPA

Authorized Officer

Senior Wealth Strategy Associate
View bio Industry recognition
- 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, Long Term Care, 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

Financial planning

Long-term care planning

Business owners

Securities-backed lending

Retirement planning

Business succession

101 West Elm Street
Suite 200
Conshohocken, PA 19428

carrie.cannon@ubs.com

Carrie Cannon, CEPA

101 West Elm Street,Conshohocken,PA,19428
Sara Moyer

Senior Client Associate
View bio
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MO
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Sara has been in the financial services industry for nearly 20 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

sara.moyer@ubs.com

Sara Moyer

101 West Elm Street,Conshohocken,PA,19428

James Nastasi

Senior Vice President–Wealth Management

Certified Portfolio Manager®
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
- 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

james.nastasi@ubs.com

James Nastasi

101 West Elm Street,Conshohocken,PA,19428
Carrie Cannon, CEPA

Authorized Officer

Senior Wealth Strategy Associate
View bio Industry recognition
- 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, Long Term Care, 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

Financial planning

Long-term care planning

Business owners

Securities-backed lending

Retirement planning

Business succession

101 West Elm Street
Suite 200
Conshohocken, PA 19428

carrie.cannon@ubs.com

Carrie Cannon, CEPA

101 West Elm Street,Conshohocken,PA,19428
Sara Moyer

Senior Client Associate
View bio
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- MO
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Sara has been in the financial services industry for nearly 20 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

sara.moyer@ubs.com

Sara Moyer

101 West Elm Street,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.

Exceptional financial strength and stability

Right now, we know a strong foundation is more important to you than ever. For more than 160 years, UBS has been tested and proven resilient—serving our clients through a wide range of financial challenges and market conditions. We continue to be recognized for, and demonstrate, our strength as a leader among the biggest, and strongest, globally systemic banks.

Learn more about our Stability & Strength

Long-term care planning

My Total Picture

Women on the rise

Advice for business owners

Retirement readiness

For your retirement or your company retirement plan

Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more.

Ready to roll over? Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.

Retirement income planning. Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Long-term care. With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.

Helping you optimize your corporate plan. We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements.

2024 planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

Download the guide

A leader in wealth management

Backed by the strength of our parent company, UBS AG

More than 160 years

offering financial advice

Global leader

UBS is a leading and truly global wealth manager

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

Financial planning and beyond

Pursuing your goals together

James Nastasi

Carrie Cannon, CEPA

Sara Moyer