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International Space Station

Steven Mortelliti

Senior Vice President–Wealth Management

Financial Advisor

Steven is a Senior Vice President – Wealth Management at UBS and began his career as a Financial Advisor with Merrill Lynch in 1996.  He holds a CERTIFIED FINANCIAL PLANNING ™ certificate, a designation awarded by the Certified Financial Planner Board of Standards Inc., which is the recognized standard of excellence for competent and ethical personal financial planning.  He attained his undergraduate degree from The College of New Jersey in Business Administration.  There he enjoyed  four successful seasons playing quarterback, culminating in the college's first ever NCAA Div. III football playoff appearance.   

As the team's facilitator of investment management, Steve oversees strategic and tactical allocation strategies through institutional asset management as well as providing customized client portfolios.  He believes that goal based financial planning helps drive the allocation process and places the clients in the best position to achieve their desired outcome.  Working toward these goals and building relationships with each client is the most rewarding and motivating aspect of his financial counseling experience.

Steve enjoys spending time with his family; wife Jeannine and children Steven, Amanda and Madilyn in Hammonton, NJ. He is involved in his community, volunteering in youth sports programs and various advisory boards.  Steve is an avid golfer and general sports/outdoor enthusiast.

Registered States:
  • AZ
  • CA
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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, 2024The 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.

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

Education

  • Undergraduate Degree, College of New Jersey in Business Administration

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Retirement Plan Consultant
1337 Tilton Road
Northfield, NJ 08225
  • (609) 677-2249

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