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
    • HI
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VI
    • VT
    • WI
    • 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
      michael.h.simon@ubs.com
      Michael Simon, CFP
      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
            giancarlo.intili@ubs.com
            Giancarlo Intili
            500 Campus Drive,Florham Park,NJ,07932
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            Matthew Rottenberg, CFP, AWMA

            First Vice President–Wealth Management

            Financial Advisor

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

                  500 Campus Drive
                  Florham Park, NJ 07932
                  matthew.rottenberg@ubs.com
                  Matthew Rottenberg, CFP, AWMA
                  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

                  Henry Dreyer

                  NMLS #947868

                  Senior Wealth Management Banker, UBS Bank USA

                  Current role and areas of expertise

                  Henry joined UBS Bank USA in 2007 and he is currently a Senior Wealth Management Banker covering the North New Jersey Market and NY State Complex.

                  Henry has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

                  Professional history

                  Henry began his career in financial services in 2001. Prior to joining UBS, he worked as a mortgage banker for multiple mortgage companies in New Jersey.

                  Education and personal information

                  In Henry’s role as a Senior Wealth Management Banker his NMLS # is 172085. He holds his Series 7 and 66 securities licenses. He also holds a bachelor's degree in marketing from Clemson University.

                  Outside of the office, Henry lives in Cranford, New Jersey with his daughter. He enjoys traveling, football and seeing live music.

                  Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

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                  Kevin P. Kelly

                  Director

                  Equity Specialist

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