UBS Financial Planning Services

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With more than 30 years of experience in financial services, Heather brings deep industry knowledge and a global perspective to her work with clients. Over the course of her career, she has partnered with both institutional and individual investors, specializing in asset allocation and investment solutions. For 15 years, she worked closely with international financial institutions, developing a strong appreciation for global markets and their impact on client portfolios.

Today, Heather and her team provide comprehensive wealth management consulting, offering guidance across financial planning, retirement income strategies, and investment management. She is dedicated to helping clients navigate complex financial decisions with clarity and confidence, delivering thoughtful, personalized solutions aligned with their long-term goals.

Heather’s commitment extends beyond her clients to her family and community. A native of Barbados, she brings a unique global perspective to her relationships. She is the proud mother of an adult son and a dedicated mentor through Big Brothers Big Sisters, where she has served as a “Big Sister” for several years. An avid gardener and passionate golfer, Heather also serves on the board of Big Brothers Big Sisters of Coastal & Northern New Jersey, reflecting her strong commitment to giving back.

• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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Whether you’re embarking on one of life’s most sacred unions, preparing for the birth of a child, coping with the loss of a loved one, or navigating the hardship of a divorce — these are the moments that shape our clients’ lives. Having experienced many of life’s most profound milestones firsthand, Gabe brings a sense of comfort and relatability to every financial conversation. As a Partner and Senior Vice President within Alpha Legacy Wealth Management (ALWM), he has built a practice rooted in trust, empathy, and a genuine connection with the people he serves.

Gabe entered the financial services industry amidst the financial crisis of 2008, drawing on his background in client service, relationship management, and financial planning to help clients reach their goals. Shortly before graduating from Monmouth University with a B.S. in Finance, he obtained his Series 7 and Series 63 licenses, which led him to Merrill Lynch as a Registered Client Service Associate, where he supported all client service and wealth management needs.

In 2013, Gabe joined UBS Private Wealth Management as a Wealth Strategy Associate, focusing on the financial planning needs of Ultra High Net Worth clients. By 2015, he expanded his role to serve as UBS’s Wealth Planning Analyst for the Northern New Jersey market, during which time he earned his Certified Financial Planner™ designation. In 2017, he partnered with Alice Anselmo and Heather Meade to form the AMC Wealth Consulting Group, which ultimately merged to become Alpha Legacy Wealth Management in January 2019. Operating across New York City and New Jersey, ALWM is built on an exceptional service model and a commitment to diversity.

Outside of the office, Gabe is a devoted husband to his wife Ashley and proud father to their two children, Cameron and Grace. He can often be found coaching on the field, playing golf, working out, or simply enjoying experiences with his family — values that carry directly into the way he shows up for his clients every day.

• Forbes Best-in-State Wealth Advisors, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• UBS Wealth Management Director’s Council, 2024, 2025, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• CERTIFIED FINANCIAL PLANNER

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Whether planning for retirement, preparing for a child’s education, navigating a life transition, or seeking to make more informed investment decisions, Stephen is dedicated to delivering personalized advice tailored to each client’s unique goals and circumstances.

With his experience in wealth management, Stephen brings a deep understanding of financial markets and a comprehensive approach to planning. He provides guidance across a wide range of areas—including investment strategy, tax-efficient planning, and long-term wealth management—helping clients navigate both anticipated milestones and unexpected challenges with confidence.

As a Partner and Executive Director with Alpha Legacy Wealth Management (ALWM), Stephen combines his professional expertise with a highly relationship-driven approach. Throughout his career, he has not only advised clients directly but has also coached, consulted, and led some of the largest financial advisory teams in the country. This diverse experience enables him to offer thoughtful perspective, strategic insight, and a steady hand in helping clients pursue lasting financial success.

• Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Chartered Retirement Planning Counselor

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Tara  joined UBS in 2014 in the UBS Wealth Advice Center as a Financial Advisor.  In 2017,  she moved into the role of Senior Wealth Strategy Associate with UBS Private Wealth Management. 

Prior to joining UBS, Tara held the position at Merrill Lynch as a  Financial Solutions Advisor.  Tara graduated from The University of Scranton with a  Bachelor of Science degree in Finance.

She holds the following financial industry certifications:  FINRA Series 7, Series 66 and Chartered Retirement Plan Counselor designation.

Raichel Kerr recently joined the Alpha Legacy Wealth Management team as a Registered Client Service Associate. Raichel has eight years of experience in the financial services industry and prior to joining UBS she was a Senior Insurance Operations Specialist with National Securitas Corp. Raichel currently holds her series 7 license and is studying for the series 66 license. She is a graduate of Monmouth University with a Masters of Business Administration in Finance.

Kelly Nolan joined UBS as a Client Service Associate in November 2025, bringing a passion for delivering exceptional client experiences and building meaningful relationships. With a strong background in client services and people-focused solutions, Kelly is committed to helping clients feel confident and supported every step of the way.

Before joining UBS, Kelly worked in Human Resources and Recruiting at Publicis Groupe and Steinway & Sons, where Kelly developed expertise in talent engagement and organizational support—skills that translate seamlessly into creating personalized, client-centric solutions.

A proud graduate of the University of Dayton with a degree in Communication Management, Kelly has lived and worked in Manhattan and Chicago before returning to her hometown of Middletown, NJ. Her diverse experiences and genuine dedication to helping people make Kelly a trusted partner for clients and colleagues alike.

When you work with Kelly, you can expect a proactive, attentive approach that puts your goals first.