Experience

• CERTIFIED FINANCIAL PLANNER™
• UBS Directors Council Recognition
• B.A., Cognitive Science, University of Pennsylvania
• Series 7, 63 and 65 securities licenses
• CA Insurance #0K69865

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, toddler, Benjamin, and new baby boy, Wes!

• Managing Partner
• M.S., Education Administration
• B.S., Physical Education, History
• Series 7, 63, 65 and 31 licenses
• CA Insurance #0C31500

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.

• B.S., Business Administration, Magna Cum Laude, Rider University
• Series 7 and 66 securities licenses

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.