The right moves for your financial future

Mountain climbers reaching the summit

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Our goal is to take all aspects of your complex financial situation and provide the planning, education and guidance you need to create integrated and comprehensive solutions.

- The Slater-Trainor Group

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.

  • Mitchell Slater

    Mitchell Slater

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CT
    • DC
    • FL
    • MA
    • ME
    • MI
    • NC
    • NJ
    • NY
    • OH
    • PA
    • TN
    • VT
    • WI

    Before Mitch joined UBS, he was a Financial Advisor at Morgan Stanley Smith Barney and Merrill Lynch for 23 years. He works closely with clients to build balanced and diversified investment portfolios that match the needs and risk profiles of his clients. Mitch is a staunch believer in financial literacy and education and has often been tapped to discuss family financial issues on CNN, CNBC, Fox Business, Bloomberg, News 12 NJ and several radio programs across America. He previously served two terms on the Westfield Board of Education. Mitch received his B.A. from George Washington University.

          109 North Avenue
          2nd Floor
          Westfield, NJ 07090
        • Ann Trainor

          Ann Trainor, CRPC, CRPS

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • AZ
          • CA
          • CT
          • FL
          • IL
          • MA
          • ME
          • MI
          • NC
          • NJ
          • NY
          • OH
          • PA
          • RI
          • TN
          • VT
          • WI

          Ann Trainor, a Chartered Retirement Planning Consultant and Financial Advisor for more than 10 years, helps develop financial plans to address clients’ retirement and education funding needs and wealth transfer to heirs and philanthropic goals. Before Ann joined UBS in 2010, she was a Financial Advisor at Morgan Stanley Smith Barney through the merger of Schroders in June 2000. Ann previously served on the Board of Directors for the US Committee of UN Women, where she was a chair on the finance committee. Ann received her B.S. from Cornell University and her M.B.A. from the Stern School of Business at NYU.

                109 North Avenue
                2nd Floor
                Westfield, NJ 07090
              • Kristle Wilkinson

                Kristle Wilkinson

                Senior Client Associate

                • image
                • image
                • image

                  Kristle joined UBS in 2010 with Mitch and Ann. Before joining, she became a Client Service Associate at Morgan Stanley Smith Barney in June 2004 after receiving her B.A. from Fairleigh Dickinson University College at Florham. She is the first point of contact when inquiring about client services or administrative issues. Kristle works closely with all our clients to assure that their day-to-day needs are being addressed. Some of her responsibilities include gathering information from client forms to open accounts, helping clients utilize their online accounts,etc.

                        109 North Avenue
                        2nd Floor
                        Westfield, NJ 07090

                      Professionals

                      Investment management

                      Goals-based planning

                      Our Process

                      Influence & Impact

                      Podcasts

                      Financially Speaking with Mitch Slater

                      Financially Speaking with Mitch Slater is about boosting your own financial power as we help educate you about the bigger picture in the world of personal finance, marketing and business. We dive into what makes entrepreneurs, authors, celebrities like Larry King and others tick, focusing on their stories of excellence and gratitude.

                      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