How can you pursue what matters most?

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • Dean Scarpa Profile Photo

    Dean Scarpa

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
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    • DC
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    Personal & Community

    • Past President - Seashore Gardens Living Center, Atlantic County Crime Stoppers, Greater Atlantic City Jaycees
    • Member Miss America Security Committee (1995-2008)
    • Member Justice Masonic Lodge ; Founding Member of Justice Scholarship Foundation
    • Radio Guest, Tuesdays and Thursdays at 10:45 AM Eastern on WOND: The Financial Market Report
    • Guest lecturer on investing and financial markets at several local schools

      • Pittsburgh Institute of Science, Graduate Degree, Honors
      • Spring Garden College, B.S., Honors
      • Portfolio Manager
      Home Worker IL
      Home Worker IL, IL 000
    • Diane photo

      Diane Scarpa

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • IL
      • IN
      • KS
      • LA
      • MA
      • MD
      • MI
      • MO
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TX
      • UT
      • VA

      Personal & Community

      • Philadelphia Museum of Art "Young Friends" Publicity Committee for the Annual Rodin Garden Party and Annual Winter Gala
      • Philadelphia Academy of Music "Young Friends" Committee for the Annual Philadelphia Orchestra Concert and Ball
      • Bryn Mawr College undergraduate admissions interviewer and guest lecturer
      • Jewish Community Center board member 2008- 2011 and The Arc of Atlantic County board member 2010-2013
      • Press of Atlantic City guest columnist and The Women's Center guest lecturer

        • Bryn Mawr College, Undergraduate Degree
        • Accredited Asset Management Specialist
        • Accredited Domestic Partnership Advisor℠
        1337 Tilton Road
        Northfield , NJ 08225

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      UBS and Credit Suisse—stronger than ever

      Managing wealth is our craft

      We’re committed to understanding what wealth means for you.

      At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

      Backed by the strength of UBS

      A global leader in wealth management

      $5+ trillion

      In invested assets globally 
      As of 11/07/2023

      51 countries

      Our global footprint

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      UBS is a world-leading wealth manager

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