Experience

Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Steven "Steve" Rothman, CFP

Managing Director–Wealth Management

Senior Portfolio Manager and Wealth Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IL
  • KS
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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.

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

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
  • Wealth Advisor
331 Newman Springs Road
Building 1, 3rd Floor
Red Bank, NJ 07701

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John Buckley

Investment Associate

Registered States:
  • AL
  • AZ
  • CA
  • CT
  • FL
  • IL
  • KS
  • MA
  • MD
  • NC
  • NH
  • NJ
  • NY
  • OR
  • PA
  • SC
  • WA
331 Newman Springs Road
Building 1, 3rd Floor
Red Bank, NJ 07701

Email Me

Kathleen "KC" Kielty, AAMS

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • KS
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • PA
  • SC
  • TX
  • VA

Credentials

  • Accredited Asset Management Specialist
331 Newman Springs Road
Building 1, 3rd Floor
Red Bank, NJ 07701

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Jill Genovese Basile

Client Associate

331 Newman Springs Road
Building 1, 3rd Floor
Red Bank, NJ 07701

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