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With a specific focus on the energy sector, John Rasweiler has provided comprehensive wealth management consulting for executives at Fortune 100 companies in the oil and gas industry for more than 30 years.

 

John Rasweiler

Managing Director–Wealth Management

Financial Advisor

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

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • LA
  • MA
  • MI
  • MO
  • NC
  • NJ
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA
  • WI

Recognized as an industry leader:

  • 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. 

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

500 Campus Drive
2nd Floor
Florham Park, NJ 07932

Email Me

john.rasweiler@ubs.com
John Rasweiler
500 Campus Drive,Florham Park,NJ,07932

Bonnie Lynn Bravo

Senior Wealth Strategy Associate

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.

Registered States:
  • AL
  • AZ
  • CA
  • CT
  • FL
  • LA
  • MA
  • MI
  • MO
  • NC
  • NJ
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA
  • WI

Education

  • Wagner College, B.S. in Business Administration
500 Campus Drive
Florham Park, NJ 07932

Email Me

bonnie.bravo@ubs.com
Bonnie Lynn Bravo
500 Campus Drive,Florham Park,NJ,07932

Eric Soos

Managing Director–Wealth Management

Financial Advisor

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.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV
500 Campus Drive
Florham Park, NJ 07932

Email Me

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

Steven Horky

Senior Vice President–Wealth Management

Financial Advisor

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.

 

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • ME
  • NC
  • NH
  • NJ
  • NV
  • NY
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV
500 Campus Drive
Florham Park, NJ 07932

Email Me

steven.horky@ubs.com
Steven Horky
500 Campus Drive,Florham Park,NJ,07932

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