Lasting relationships. For all that matters

The Simon Wealth Management Group

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.

Two people talking overhead

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.

  • michael

    Michael Simon, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WY

    I have always prided myself on carefully listening to my clients' needs, concerns and expectations, and then providing appropriate solutions. Ongoing communication is essential to long term success. I am one of a select number of Financial Advisors at UBS Financial Services, Inc. that have earned the designation of Wealth Advisor. Only Financial Advisors who have significant experience and who have completed a rigorous educational accreditation program are awarded the Weath Advisor designation. My clients are primarily successful business people, professionals and retirees.

      • Marietta College, Bachelor of Arts, Accounting
      • Seton Hall University, Masters in Business Administration, Finance
      • CERTIFIED FINANCIAL PLANNER™
      • Wealth Advisor
      500 Campus Drive
      Florham Park, NJ 07932
    • giancarlo

      Giancarlo Intili

      Client Associate

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      • NJ

      Giancarlo focuses on client service and administration, as well as assisting with marketing and investment research. He is a 11 year veteran of the financial services industry and is committed to delivering an exceptional client service experience. Giancarlo has developed a unique skill set that ensures his success in problem-solving and fulfilling clients' administrative needs. He is a graduate of Montclair State University. Giancarlo lives in Morris Plains, NJ, with his wife and 3 boys.

            500 Campus Drive
            Florham Park, NJ 07932
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            Matthew Rottenberg, CFP, AWMA

            Vice President–Wealth Management

            Financial Advisor

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IL
            • IN
            • KY
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MT
            • NC
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OK
            • OR
            • PA
            • RI
            • SC
            • TN
            • TX
            • VA
            • VT
            • WI
            • WY

                  500 Campus Drive
                  Florham Park, NJ 07932
                • Gregg Arum Photo

                  Gregg Arum, CFP

                  Executive Director

                  Structured Solutions Consultant

                  Gregg serves as a Structured Solutions Consultant for the New York City and Northern New Jersey Market Areas, and Private Wealth Management; responsible for the positioning of Structured Products across all asset classes. Gregg works closely with Financial Advisors and their clients, helping them understand the risks and rewards of structured products, and how both portfolio and tactical ideas can fit into a client’s overall portfolio strategy.

                  Professional History
                  Gregg joined UBS in 1998 and has held a variety of positions in Capital Markets. In his previous role, he served as a Municipal Bond Portfolio Specialist on the Northeast Municipal Bond Desk. Prior to that, he worked in Unit Investment Trusts as a member of the Equity Advisory Group. He has also served as a Financial Advisor in New York City.

                  Education

                  Gregg holds a B.A from the University of Florida.

                  Licenses and Certifications

                  FINRA Series 7, 63 and 65
                  CERTIFIED FINANCIAL PLANNER™
                • Henry Dreyer

                  Director

                  Senior Wealth Management Banker

                  Current role and areas of expertise

                  Traditionally, clients tend to concentrate on their assets when considering their financial situation. However, the use of strategic financing or other banking solutions may be an important component of a client’s overall wealth management plan. That’s where we come in. Senior Wealth Management Bankers are responsible for providing Financial Advisors and their clients with banking solutions that complement a client's overall wealth management objectives. As a Senior Wealth Management Banker, Henry provides expertise in the following areas:

                  • Securities Backed Lending
                  • Mortgages
                  • Credit Cards

                  Senior Wealth Management Bankers can also offer the following services:

                  • Art, aircraft and yacht financing
                  • Commercial real estate financing
                  • Asset-Based lending
                  • Small Business lending
                  • Student loan refinancing

                  Professional history

                  Henry has over 17 years of experience in financial and related services. In addition to his role with UBS, Henry has past experience in mutual fund sales and as a mortgage banker.

                  Education and personal information

                  Henry has a bachelor degree in marketing from Clemson University. He holds several active licenses including the Series 7, 63 securities licenses and NMLS mortgage license.

                  Henry lives in Cranford, NJ with his daughter and enjoys football, music, and traveling.
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                  Sam Gallucci, CFP®, CPWA®, CEPA®

                  Director

                  Wealth Planning Strategist

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                  Kevin P. Kelly

                  Director

                  Equity Specialist

                The circular economy: What is it?

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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