Experience

Makes all the difference

Steven Mortelliti

Senior Vice President–Wealth Management

Financial Advisor

Steve is a Senior Vice President - Wealth Management at UBS and began his career as a Financial Advisor with Merrill Lynch in 1996 and has been with UBS Financial Services, Inc since December 2008.   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 N.J. 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 client in the best position to achieve their desired outcome.  Working towards these goals and building relationships with clients 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
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA

Recognized as an industry leader:

  • 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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Securities-backed lending
Financial planning
Philanthropy
Retirement planning
Business succession
Alternative investments
Business owners
Investing
1337 Tilton Road
Northfield, NJ 08225

Email Me

steven.mortelliti@ubs.com
Steven Mortelliti
1337 Tilton Road,Northfield,NJ,08225

Jennifer Wildman

Account Vice President

Financial Advisor

Jennifer has been in the financial services industry since 1992. Her goal is to provide unmatched customer service to each and every client. She excels at developing client relationships and is the relationship manager for the team.  Jennifer is an advocate for the client and works with the client as well as their legal and tax professionals for a robust team approach to both planning and service.

Jennifer lives in Linwood, NJ.  She enjoys entertaining, traveling and spending quality time outdoors with her husband Chris and their two sons, Zack and Steven.

 

Jennifer is Series 7 & Series 66 licensed

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

Recognized as an industry leader:

  • 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

1337 Tilton Road
Northfield, NJ 08225

Email Me

jennifer.wildman@ubs.com
Jennifer Wildman
1337 Tilton Road,Northfield,NJ,08225

Holly Hull

Senior Client Associate

Holly Hull, Senior Client Service Associate, is a new member of our service team, who helps provide clients with a positive and professional approach to their overall experience.  Holly has decades of experience in our industry and is always happy to assist with all service needs of our clients. 

Holly lives in Galloway, NJ and enjoys spending time with family and friends at the beach. 

1337 Tilton Road
Northfield, NJ 08225

Email Me

holly.hull@ubs.com
Holly Hull
1337 Tilton Road,Northfield,NJ,08225

Jacquelyn Quilter

Client Associate

Jackie Quilter, Client Service Associate, has been a critical part of our service team for over 20 years and helps provide our clients with a high level of personalized, quality service and attention.

Jackie enjoys entertaining, travel and spending time with her grandson Mason.

1337 Tilton Road
Northfield, NJ 08225

Email Me

jacquelyn.quilter@ubs.com
Jacquelyn Quilter
1337 Tilton Road,Northfield,NJ,08225