Experience

Alan has been a financial advisor for over 49 years, having started his career at Shearson Hayden Stone in New York City in 1975.

He measures his success on the ability of his clientele to meet their long-term financial goals. Through the UBS Financial Services platform, Alan and his team offer a full complement of comprehensive wealth management services including portfolio construction and management; retirement income and cash flow planning; life insurance analysis and funding; college savings plans; access to banking and lending services; and a full complement of estate planning strategies and wealth transfer services.

Alan received his college education at The Ohio State University. In his spare time he enjoys running and playing softball. He lives with his wife Wendy in South Orange, New Jersey. They have two children.

Given his father's longevity as a financial advisor, Alex has been immersed in this business for as long as he can remember. Officially entering the business in 2009 with Smith Barney, Alex has aspired to follow in his father's footsteps as a well-respected wealth manager, with a long-term focus on financial planning strategies for clients.

Alex handles the group's discovery & due-diligence meetings with clients through insightful conversations to understand their immediate long-term goals and the critical financial decisions they need to make to successfully pursue those goals over a lifetime. Along with Alan, Alex plays an integral role in the comprehensive financial planning efforts for clients. He prepares goal-oriented, tailored comprehensive financial blueprints that include cash flow and income analysis for retirement purposes. Alex has also earned his CMFC® professional designation. The CMFC® program was developed in conjunction with the Investment Company institute, and is the only mutual fund designation recognized in the financial services industry. The study program to become a CMFC® covers types and characteristics of open and closed-end funds, other packaged investment products, risk and return, asset allocation, selecting a mutual fund for a client, retirement planning and professional conduct. 

Alex received his college education at Syracuse University. He enjoys spending his spare time with his loving wife and darling daughter, and making the most out of their experiences together. He also likes staying active and keeping fit. Alex tremendously values the relationships he has with his clients.

Krystal has worked in the finance industry going on 36 years. She is responsible for handling and overseeing the administration of client accounts, banking services, and operational support, ensuring clients remain informed on account-related updates and timely information. She is also heavily involved with our client engagements, communications, and scheduling to ensure our operation runs smoothly with a consistent focus on delivering superior client service.