Experience

I have been advising clients for more than three decades, helping them grow, preserve and pass on their wealth to the next generation. Prior to joining UBS Financial Services, I began my career at Merrill Lynch. During my tenure, I was given the opportunity to not only advise my own clients, but to also oversee and guide thirty-five Financial Advisors and their clients as a Producing Resident Manager. I also received my certification as a Chartered Retirement Planning Counselor (CRPC). Joining UBS Financial Services will allow me to focus all my attention to what I care about most – my clients. 

As an active member of the Princeton community, I have served as Vice Chairman of the Hun School of Princeton Board of Trustees and Chair of their Investment Committee. Additionally, I am a member of the Nassau and Bedens Brook Clubs. 

I graduated from Bucknell University with a Bachelor of Arts degree in Economics.  I live in Princeton with my wife and our three children.

As a new member to the group, my role is to expand our practice and provide an even higher level of service to our clients and their families.

I graduated from Villanova University with a Bachelor of Arts degree in Communications. I was a 4 year member of Villanova Men's lacrosse team and served as a co-captain during the 2019 season. I successfully completed the Securities Industry Essentials exam, Series 7, and Series 66 exams. I currently live in Princeton, New Jersey.

As a new addition to the group, I am dedicated to help our team continue to provide an outstanding level of service to our clients and their families. Furthermore, I look forward to working closely with our team to expand our practice. I am excited about the opportunity to work with our clients to achieve their financial goals. 

I graduated from Villanova University in 2020 with a Bachelor of Arts degree in Economics. While at Villanova, I spent four years playing for the Men’s Lacrosse team. I have recently completed the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. I have also completed the Variable Life and Health Insurance exams. I currently live in Princeton, New Jersey.

With over 16 years of experience in the financial industry, Wei provides operational and administrative support services to the team.

Prior to joining Peter, Wei was a Transition Management Specialist where she traveled the country and helped Financial Advisors from other firms transition their businesses to Morgan Stanley. Combining the knowledge she gained in that role, along with her problem-solving skills, Wei helps to ensure that the clients' needs are always met.