How can you pursue what matters most?

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.

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Steven "Steve" Rothman, CFP

Managing Director–Wealth Management

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IL
  • KS
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

  • Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023, 2024
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 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.

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

  • B.S. Accounting, College of New Jersey (formerly Trenton State College)
  • M.B.A. Finance, Fairliegh Dickinson Univ.

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
  • Wealth Advisor
140 Broad Street
Suite 100
Red Bank, NJ 07701
  • (732) 219-7228

Email Me

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

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