Financial planning and beyond

Meeting in a office

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Chess board

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.

  • arthur

    Arthur G. Olsen

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MT
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA
    • WI

    Art started his career as a financial advisor with UBS over 35 years ago. He offers customized advice and personalized service which has allowed him to build a business where the average client relationship length is over 17 years and spans over three generations. Art focuses on comprehensive wealth management which includes client service, investments, and financial planning.

          331 Newman Springs Road
          Building 1, 3rd Floor
          Red Bank, NJ 07701
        • jason

          Jason Feder

          Managing Director–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • KS
          • LA
          • MA
          • MD
          • ME
          • MI
          • MT
          • NC
          • NJ
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TX
          • VA
          • VT
          • WA
          • WI

          Jason is a solutions-based advisor who assists clients in the areas of investment management and assessment of financial goals. His focus is developing investment management and asset allocation strategies using investment managers, mutual funds and exchange-traded index funds (ETFs). Additionally, he assists clients with charitable planning strategies and works with their advisors to develop and maintain their estate and income tax strategies.

          • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

              331 Newman Springs Road
              Building 1, 3rd Floor
              Red Bank, NJ 07701
            • douglas

              Douglas Frew

              Financial Advisor

              CERTIFIED FINANCIAL PLANNER™

              • image
              • image
              • image
              • AL
              • AR
              • AZ
              • CA
              • CO
              • CT
              • FL
              • GA
              • IL
              • IN
              • MA
              • MD
              • MI
              • NC
              • NJ
              • NM
              • NY
              • OH
              • PA
              • TX
              • VA
              • WA

              Doug is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and an Accredited Wealth Management Advisor SM for The Olsen Feder Group. He dedicates his work to help assist clients in building, maintaining and protecting their wealth. Doug works closely with each client to gain a thorough understanding of their unique circumstances so he can ensure they take the right steps to reach their goals.

              As a financial planner, he can provide expertise in the following areas:

              • Financial Planning
              • Retirement Planning
              • College Funding Strategies
              • Cash Flow & Budget Analysis
              • Employer Benefits
              • Risk and Liability Management
              • Charitable Giving Strategies

              Professional Experience

              Doug began his career at Merrill Lynch where he spent several years constructing written financial plans and customized investment strategies for high net worth clients. In 2014, he came to UBS and maintained a national top ranking as a Wealth Planning Analyst before joining the Olsen Feder Group.

              Education

              Doug earned his B.A in Economics from Rutgers University.

                • Rutgers University, B.A. Economics
                • CERTIFIED FINANCIAL PLANNER™
                • Accredited Wealth Management Advisor℠
                • Chartered Financial Consultant
                331 Newman Springs Road
                Building 1, 3rd Floor
                Red Bank, NJ 07701
              • janice

                Janice Rosenkrans

                Senior Client Associate

                • image
                • image
                • image
                • FL
                • NJ
                • NY
                • TX

                Janice's financial career began at the Federal Reserve Bank of New York where she was a research assistant in the International Research Department and later as a Trader on the Domestic Trading Desk. In 1997, Janice began working with Art Olsen. Janice has a track record of delivering outstanding client service, as is evidenced by her consistent high marks on the firm's annual client survey. Janice earned a B.A. in Math, with a Minor in Economics and Computer Sciences from Kean University. She resides in Cranford with her husband Dirk. Together, they have three adult children.

                  • Kean University, B.A. Math; minor in Economics and Computer Science
                    331 Newman Springs Road
                    Building 1, 3rd Floor
                    Red Bank, NJ 07701
                  • image

                    Maureen Barrett

                    Senior Client Associate

                    • image
                    • image
                    • FL
                    • MD
                    • NJ
                    • NY
                    • PA

                          331 Newman Springs Road
                          Building 1, 3rd Floor
                          Red Bank, NJ 07701
                        • carly

                          Carly Fazio

                          Client Associate

                          • image
                          • image

                            Carly Fazio has been with UBS since 2018 and joined the Olsen Feder Group in 2021. She provides quality customer service and contributes to the overall success to the team.

                                  331 Newman Springs Road
                                  Building 1, 3rd Floor
                                  Red Bank, NJ 07701

                                The Year Ahead - Sustainable Investing

                                Retirement planning

                                Retirement planning

                                Multigenerational planning

                                Multigenerational planning

                                Legacy—Wealth for others

                                For needs that go beyond your own—to help you improve the lives of others

                                What will your legacy be?
                                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                Learn more at ubs.com/wealthway.

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $2.8 trillion

                                In invested assets globally 
                                As of 06/30/2022

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager

                                Insights