Your financial life

Advice that looks beyond your portfolio

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Robert Neill

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- FL
- IL
- MA
- ME
- MO
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WV
Robert is a Senior Vice President–Wealth Management at UBS Financial Services Inc., with over 19 years of financial services experience. He began his career at RBC Wealth Management in 1997 and has been with UBS since 2005. His core business is asset, risk and cash flow management for a select group of affluent families, as well as private charitable foundations and nonprofit organizations. Rob graduated from Northeastern University in 1998 with a B.S. in marketing. He earned the Certified Investment Management Analyst® (CIMA®) designation in 2006 at The Wharton School of the University of Pennsylvania and the Certified Financial Planner™ designation (CFP®) in 2011.
- Northeastern University, B.S. in Marketing
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Senior Portfolio Manager
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
Kenneth Zalcman

Associate Director

Senior Wealth Strategy Associate
View bio
- CA
- FL
- MA
- NJ
- NY
Ken has over 40 years of experience in the investment advisory business and has been a Financial Advisor for the majority of his career. He graduated from Boston University in 1964 and was awarded a J.D. from Suffolk Law School in 1967. Ken holds both the Series 7 and 63 licenses, as well as the life and health insurance licenses. His seasoned approach to investing comes from the cumulative advantage he’s gained through participation in countless market cycles and gives him the long-term perspective necessary to ride out the short-term waves of turbulent markets.
- Boston University
- Suffolk Law School, J.D.
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
Barbara Alton

Senior Client Associate
View bio
- CA
- CO
- CT
- FL
- MA
- MD
- ME
- NH
- NJ
- NV
- NY
- RI
- SC
- TX
- VA
- WA
- WV
Barbara Alton is my Client Service Associate with over 20 years of experience in the Financial Services Industry. She is fully licensed (Series 7, 8, 63, 3, and Insurance Licensed) to assist in all your financial or administrative needs. Her background includes a BSBA in Finance from the Robins School of Business at the University of Richmond. She has served in many roles at the branch level including Operations Manager and Control Administrator at Smith Barney.
- Robins School of Business at the University of Richmond, B.S.B.A.
- Financial Paraplanner Qualified Professional™
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054
Daniel Jacob Zalcman, CFP

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- FL
- MA
- MD
- ME
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- TX
- VA
- WA
- WV
Dan is a Senior Wealth Strategy Associate with over 15 years of experience in the financial services industry. He graduated from Georgetown University in 1997 with a BS in Russian and a concentration in Russian Area Studies. He works closely with Rob in implementing financial plans and catering to the investment management and planning needs of high net worth individuals and their families. Prior to joining UBS, Dan spent the majority of his career as an Institutional Equity Trader at a Canadian investment bank, making markets and executing trades on behalf of hedge fund and mutual fund clients. He holds both the Series 7 and Series 66 licenses and is a CERTIFIED FINANCIAL PLANNER^TM.
- Georgetown University, B.S. in Russian and a Concentration in Russian Area Studies
- CERTIFIED FINANCIAL PLANNER™
One Post Office Square
32nd and 33rd floors
Boston, MA 02109

Robert Neill

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- FL
- IL
- MA
- ME
- MO
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WV
Robert is a Senior Vice President–Wealth Management at UBS Financial Services Inc., with over 19 years of financial services experience. He began his career at RBC Wealth Management in 1997 and has been with UBS since 2005. His core business is asset, risk and cash flow management for a select group of affluent families, as well as private charitable foundations and nonprofit organizations. Rob graduated from Northeastern University in 1998 with a B.S. in marketing. He earned the Certified Investment Management Analyst® (CIMA®) designation in 2006 at The Wharton School of the University of Pennsylvania and the Certified Financial Planner™ designation (CFP®) in 2011.
- Northeastern University, B.S. in Marketing
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Senior Portfolio Manager
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
Kenneth Zalcman

Associate Director

Senior Wealth Strategy Associate
View bio
- CA
- FL
- MA
- NJ
- NY
Ken has over 40 years of experience in the investment advisory business and has been a Financial Advisor for the majority of his career. He graduated from Boston University in 1964 and was awarded a J.D. from Suffolk Law School in 1967. Ken holds both the Series 7 and 63 licenses, as well as the life and health insurance licenses. His seasoned approach to investing comes from the cumulative advantage he’s gained through participation in countless market cycles and gives him the long-term perspective necessary to ride out the short-term waves of turbulent markets.
- Boston University
- Suffolk Law School, J.D.
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
Barbara Alton

Senior Client Associate
View bio
- CA
- CO
- CT
- FL
- MA
- MD
- ME
- NH
- NJ
- NV
- NY
- RI
- SC
- TX
- VA
- WA
- WV
Barbara Alton is my Client Service Associate with over 20 years of experience in the Financial Services Industry. She is fully licensed (Series 7, 8, 63, 3, and Insurance Licensed) to assist in all your financial or administrative needs. Her background includes a BSBA in Finance from the Robins School of Business at the University of Richmond. She has served in many roles at the branch level including Operations Manager and Control Administrator at Smith Barney.
- Robins School of Business at the University of Richmond, B.S.B.A.
- Financial Paraplanner Qualified Professional™
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054
Daniel Jacob Zalcman, CFP

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- FL
- MA
- MD
- ME
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- TX
- VA
- WA
- WV
Dan is a Senior Wealth Strategy Associate with over 15 years of experience in the financial services industry. He graduated from Georgetown University in 1997 with a BS in Russian and a concentration in Russian Area Studies. He works closely with Rob in implementing financial plans and catering to the investment management and planning needs of high net worth individuals and their families. Prior to joining UBS, Dan spent the majority of his career as an Institutional Equity Trader at a Canadian investment bank, making markets and executing trades on behalf of hedge fund and mutual fund clients. He holds both the Series 7 and Series 66 licenses and is a CERTIFIED FINANCIAL PLANNER^TM.
- Georgetown University, B.S. in Russian and a Concentration in Russian Area Studies
- CERTIFIED FINANCIAL PLANNER™
One Post Office Square
32nd and 33rd floors
Boston, MA 02109

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.

Investment Management

Prepared for opportunity, protected in times of volatility

Our direct access to global resources offers timely perspectives, customized investment planning and a fully integrated suite of financial solutions.

Our distinction stems from our ability to transcend the capabilities of the traditional financial advisor and bring institutional analysis and investment management directly to you.

Customized portfolio management
Risk management and asset allocation
Open access
Research and analysis
UBS, a global leader

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.

Our Process

No one wants to outlive their money.
But you also don’t want to live with untapped potential.

A wasted resource is one that simply isn’t used. One of the things we pride ourselves on is helping our clients not only take care of their loved ones now and later, but recognize their potential for impact and influence through charitable giving and fueling causes aligned with the causes they’re most passionate about.

2022 tax 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

Backed by the strength of UBS

A global leader in wealth management

More than 150 years

offering financial advice

Global leader

UBS is a world-leading wealth manager

51 countries

Our global footprint

Our goal is to build successful long-term relationships based on knowledge, trust and respect

440 million

Assets under management

As of 03/01/2021

107

Client relationships

Insights

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Your financial life

Robert Neill

Kenneth Zalcman

Barbara Alton

Daniel Jacob Zalcman, CFP