Let's move forward. Together.

Three generations in the front yard

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.

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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.

  • John-Rasweiler-Profile-Image

    John Rasweiler

    Managing Director–Wealth Management

    Financial Advisor

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    John is the founder and lead Financial Advisor of The Rasweiler Group. Having entered the financial services industry in 1958, John has celebrated over 60 years as a Registered Representative. He joined UBS in 2013 after 25 years with Morgan Stanley and its predecessor firms.

    John’s considerable experience with corporate benefits programs has made him highly educated in stock option plans, stock purchase plans, 10b5-1 plans, and restricted and control stock (Rule 144) transactions. In addition, John is highly regarded and sought-after for his financial planning expertise. He advises senior executives on wealth management and retirement planning strategies.

    He was formerly a member of Morgan Stanley’s Chairman’s Club. John has a long history of community involvement and has been active with Meals on Wheels, Seeing Eye and a number of other charitable organizations.

    CA license # 0C30127

    • Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

        500 Campus Drive
        2nd Floor
        Florham Park, NJ 07932
        john.rasweiler@ubs.com
        John Rasweiler
        500 Campus Drive,Florham Park,NJ,07932
      • Bonnie-Lynn-Bravo-Profile-Image

        Bonnie Lynn Bravo

        Senior Wealth Strategy Associate

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        Bonnie has worked in the financial services industry since 2004, when she joined the Rasweiler Group.  She is dedicated to providing comprehensive wealth management plans and strategies to high net worth clients. She developed her exceptional organizational and administrative skills in her previous role as a Team Administrator, and handles all of the team's marketing.

        Bonnie completed her B.S. degree from Wagner College in Business Administration in 3 years.  She holds the Series 7 and 66 securities licenses, as well as Health and Life Insurance license. Married with two sons, Bonnie enjoys traveling and loves spending time with family and friends.

          • Wagner College, B.S. in Business Administration
            500 Campus Drive
            Florham Park, NJ 07932
            bonnie.bravo@ubs.com
            Bonnie Lynn Bravo
            500 Campus Drive,Florham Park,NJ,07932
          • Eric Soos

            Eric Soos

            Managing Director–Wealth Management

            Financial Advisor

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            • AK
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            Eric B. Soos is a Portfolio Manager, Institutional Consultant and Senior Retirement Specialist within the UBS Institutional Consulting Group. This designation is held by a select group of the senior consultants at the firm with extensive experience working with high net worth clientele & institutions.

            With over two decades of investment consulting experience Eric has worked primarily with non-profits, foundations, endowments, retirement plans and high net worth families to assist in their investment planning. Eric's primary focus is in asset allocation, manager due diligence and portfolio construction. He earned the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investment Management Consultants Association through The Wharton School at the University of Pennsylvania.  He also holds the Chartered Retirement Plans Specialist™ (CRPS®) title which focuses on defined contribution and defined benefit consulting, assisting plan sponsors with investment option selection and monitoring to fulfill their fiduciary obligations to their plans.

            Eric attended Duquesne University in Pittsburgh, PA where he earned his Bachelor of Arts degree. He also holds the Series 7 (General Securities Representative Exam), Series 63 (Uniform Securities Agent State Law Exam) and Series 65 (Uniform Investment Advisor Law Exam) licenses, in addition to being a registered life insurance agent. Prior to joining UBS in 2015, Eric spent 21 years at Oppenheimer & Co. Inc. and its' predecessor firms where he was consistently ranked among the firm's top advisors.

            Eric, along with his wife Carol and three children, live in Chatham, NJ. In his spare time he enjoys flying, skiing and golf.

                  500 Campus Drive
                  Florham Park, NJ 07932
                  eric.soos@ubs.com
                  Eric Soos
                  500 Campus Drive,Florham Park,NJ,07932
                • Steven Horky

                  Steven Horky

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                  Steven T. Horky is a Vice President and Senior Retirement Plan Specialist within the SH Wealth Management Group at UBS providing comprehensive Wealth Management services to high net worth private investors, corporations and institutions.

                  With over 15 years of Investment Consulting experience at UBS, Oppenheimer and AG Edwards & Sons, Steven holds the Accredited Asset Management Specialist™ (AAMS™) designation through the College of Financial Planning and assists his client's in developing detailed investment allocation strategies with a goal on maximizing retirement income. He also has earned the Chartered Retirement Plans Specialist™ (CRPS™) designation through the firm allowing his group to deliver in depth retirement plan consulting to Defined Contribution and Defined Benefit plans helping them satisfy their fiduciary obligations.  He also holds the Series 7 (General Securities Representative Exam), Series 63 (Uniform Securities Agent State Law Exam), Series 65 (Uniform Investment Adviser Law Exam), Series 31 (Managed Futures Exam) and is a registered Life & Health insurance agent as well. 

                  Steven graduated from Villanova University in 1998 with a Bachelor of Science in Business Administration. He and his wife reside in Denville, NJ with their two sons and for recreation they enjoy golfing and boating.

                   

                        500 Campus Drive
                        Florham Park, NJ 07932
                        steven.horky@ubs.com
                        Steven Horky
                        500 Campus Drive,Florham Park,NJ,07932
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                      The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

                      Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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