$3.9 trillion
In invested assets globally
As of 12/31/2022
Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.
Our clients are very impressive people, with compelling life stories about overcoming adversity and seeking a passion. Our podcast will explore those stories and help uncover our guests' “WHY.” See who’s stopping by today!
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We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Collaborative partnership: Doug began his career in the financial services industry in 2003 and officially linked-up with our PWP founding partner in 2009. After 10 years at Morgan Stanley as a First Vice President, Doug headed to UBS with his fellow team mates. He feels alignment around a common goal with like-minded colleagues is vital. It creates a collaborative atmosphere and an “attitude of gratitude” that directly impacts our clients and ensures first-rate, concierge-level service.
Commitment to success: Doug is passionate about impacting clients’ lives and developing lifelong relationships that continue on to successive generations. He focuses on retirement planning, estate planning strategies and liability management which allows him to assess potential risks and weaknesses in clients’ comprehensive wealth plans. To him, planning is like a game. People can figure out the game but often don’t stop to read all the rules. The members of PWP have taken the time and training to read all the rules. As a result, the game is successfully navigated and that’s the added value. We utilize this knowledge and the collective resources of the team to help individuals and families map a path towards achieving their life goals.
Beyond UBS: Doug is an active board member for the University of Pennsylvania Sprint Football team. In addition, he founded and chairs Penn’s mentoring program, helping to place undergraduate students with internships and job opportunities via the alumni network. He loves history, travel, wine, good food and sharing those things with the people he loves, especially his wife, Taylor. Also, baby boy #1 is expected in July 2022!
Winning combination: As a former educator and football coach, Steve is always focused on creating and executing a well thought-out and adaptable “game plan.” He recognizes our team is similar in many ways to the championship teams he’s coached. Team members complement each other to provide the best solutions for clients and their legacies.
Planning for victory: As a Senior Vice President, Steve has extensive experience in professional portfolio construction and comprehensive financial planning for the complex needs of high net-worth individuals. Steve’s strength is in creating and executing a well thought-out and adaptable “game plan.” He graduated with a BS from Colorado State University and earned his Master of Science degree from Florida State University.
Beyond UBS: In his downtime, Steve enjoys a brisk round of golf and daily laps at the pool. He and his wife, Donna, have been married over 51years; have three children and six grandchildren.
Partnership and experience: After beginning her wealth management career in 1998 as an Associate at Brown Brothers Harriman & Co., Jess worked with her Pinnacle partners for six years at Morgan Stanley as an Assistant Vice President. She made the leap to UBS in 2016 with her fellow teammates and hasn’t looked back. She is very thankful for her team’s inclusive culture and collaborative environment. By fully utilizing each team member’s unique experiences and skills, clients can expect a broad spectrum of service excellence.
Focusing on excellence: Jess has spent over two decades working with high net-worth clients where she has learned the importance of communicating clearly and effectively. As Pinnacle’s Senior Wealth Strategy Associate, Jess’ primary focus is relationship management. She shores up business development and marketing initiatives and helps to educate clients on multi-disciplinary wealth management solutions. In addition, she analyzes and interprets portfolio performance reviews and makes recommendations to Pinnacle’s Advisors for possible changes. She treasures the personal connections she has cultivated with clients over the years, and particularly enjoys the feeling of simply making their lives less complicated by providing a seamless wealth management experience.
Beyond UBS: Jess, a lifelong Moorestown resident, enjoys participating in all her community has to offer and has an obsession for fresh cut flowers and yoga. Most of all, she enjoys spending time and traveling with her beloved family, especially her husband and teenaged children who motivate her to work hard and try new ventures, no matter how challenging.
Unparalleled service: After an extensive search, Dina Greenberg joined us in 2021. She came from a small manufacturing business where she spent over a decade leading their administrative team. Dina was looking for a career change where she could expand her client service skills while learning more about financial planning, personal finance, and wealth management. Dina’s exceptional abilities to efficiently organize and effectively prioritize the day-to-day needs of our clients plus her ability to tackle obstacles head on is unparalleled. Dina has been steadfastly studying to take the Series 7 and 66 FINRA exams to broaden her knowledge even further. We, and our clients, would be absolutely lost without her.
Beyond UBS: A recent empty nester, Dina has two college-aged daughters. In her down time, she enjoys running, spinning, paddle boarding and a host of additional outdoor activities.
Collaborative partnership: Doug began his career in the financial services industry in 2003 and officially linked-up with our PWP founding partner in 2009. After 10 years at Morgan Stanley as a First Vice President, Doug headed to UBS with his fellow team mates. He feels alignment around a common goal with like-minded colleagues is vital. It creates a collaborative atmosphere and an “attitude of gratitude” that directly impacts our clients and ensures first-rate, concierge-level service.
Commitment to success: Doug is passionate about impacting clients’ lives and developing lifelong relationships that continue on to successive generations. He focuses on retirement planning, estate planning strategies and liability management which allows him to assess potential risks and weaknesses in clients’ comprehensive wealth plans. To him, planning is like a game. People can figure out the game but often don’t stop to read all the rules. The members of PWP have taken the time and training to read all the rules. As a result, the game is successfully navigated and that’s the added value. We utilize this knowledge and the collective resources of the team to help individuals and families map a path towards achieving their life goals.
Beyond UBS: Doug is an active board member for the University of Pennsylvania Sprint Football team. In addition, he founded and chairs Penn’s mentoring program, helping to place undergraduate students with internships and job opportunities via the alumni network. He loves history, travel, wine, good food and sharing those things with the people he loves, especially his wife, Taylor. Also, baby boy #1 is expected in July 2022!
Winning combination: As a former educator and football coach, Steve is always focused on creating and executing a well thought-out and adaptable “game plan.” He recognizes our team is similar in many ways to the championship teams he’s coached. Team members complement each other to provide the best solutions for clients and their legacies.
Planning for victory: As a Senior Vice President, Steve has extensive experience in professional portfolio construction and comprehensive financial planning for the complex needs of high net-worth individuals. Steve’s strength is in creating and executing a well thought-out and adaptable “game plan.” He graduated with a BS from Colorado State University and earned his Master of Science degree from Florida State University.
Beyond UBS: In his downtime, Steve enjoys a brisk round of golf and daily laps at the pool. He and his wife, Donna, have been married over 51years; have three children and six grandchildren.
Partnership and experience: After beginning her wealth management career in 1998 as an Associate at Brown Brothers Harriman & Co., Jess worked with her Pinnacle partners for six years at Morgan Stanley as an Assistant Vice President. She made the leap to UBS in 2016 with her fellow teammates and hasn’t looked back. She is very thankful for her team’s inclusive culture and collaborative environment. By fully utilizing each team member’s unique experiences and skills, clients can expect a broad spectrum of service excellence.
Focusing on excellence: Jess has spent over two decades working with high net-worth clients where she has learned the importance of communicating clearly and effectively. As Pinnacle’s Senior Wealth Strategy Associate, Jess’ primary focus is relationship management. She shores up business development and marketing initiatives and helps to educate clients on multi-disciplinary wealth management solutions. In addition, she analyzes and interprets portfolio performance reviews and makes recommendations to Pinnacle’s Advisors for possible changes. She treasures the personal connections she has cultivated with clients over the years, and particularly enjoys the feeling of simply making their lives less complicated by providing a seamless wealth management experience.
Beyond UBS: Jess, a lifelong Moorestown resident, enjoys participating in all her community has to offer and has an obsession for fresh cut flowers and yoga. Most of all, she enjoys spending time and traveling with her beloved family, especially her husband and teenaged children who motivate her to work hard and try new ventures, no matter how challenging.
Unparalleled service: After an extensive search, Dina Greenberg joined us in 2021. She came from a small manufacturing business where she spent over a decade leading their administrative team. Dina was looking for a career change where she could expand her client service skills while learning more about financial planning, personal finance, and wealth management. Dina’s exceptional abilities to efficiently organize and effectively prioritize the day-to-day needs of our clients plus her ability to tackle obstacles head on is unparalleled. Dina has been steadfastly studying to take the Series 7 and 66 FINRA exams to broaden her knowledge even further. We, and our clients, would be absolutely lost without her.
Beyond UBS: A recent empty nester, Dina has two college-aged daughters. In her down time, she enjoys running, spinning, paddle boarding and a host of additional outdoor activities.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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.
We do more than manage money.
We optimize potential.
We have decades of experience in portfolio management, but we’re also excellent at spotting talent. And by "talent," we mean people who know what they have and are willing to think creatively and resourcefully to express it in ways that not only surprise and delight themselves, but also can change the world.
We count those people among our most stellar clients—and also among the happiest people we’ve ever met. Because when you decide to leverage what you have to your highest purpose, your life takes on a new meaning.
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.
Each member of our team has a specific role and responsibility. Beyond our specialties and experience, you have the strength of a dedicated and accessible team eager to solve your most pressing challenges.
Let's put your plan in place, for today, tomorrow and for generations to come
You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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