Let's move forward. Together.

A team of rowers rowing a boat

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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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.

  • Mark Bradley Profile Photo

    Mark Bradley

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • IL
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NY
    • PA
    • SC
    • TX
    • VA
    • WA
    • WI

    Mark Bradley is a UBS Senior Vice President–Investments, and has been in the financial services industry for 35 years. Mark holds a B.S. in economics from the University of Pittsburgh and began his career at Merrill Lynch in 1974 after completing service in the U.S. Navy as a fighter pilot. He and his wife, Judi, reside in Berwyn, PA.

      • University of Pittsburgh, B.S. Economics
        101 West Elm Street
        Suite 200
        Conshohocken, PA 19428
        mark.bradley@ubs.com
        Mark Bradley
        101 West Elm Street,Conshohocken,PA,19428
      • Christopher Bradley Profile Photo

        Christopher Bradley, CFP

        Senior Vice President–Wealth Management

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        • CA
        • CO
        • CT
        • DE
        • FL
        • IL
        • MD
        • MI
        • MN
        • MT
        • NC
        • NJ
        • NY
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI

        Chris Bradley is also a UBS Senior Vice President–Investments. He was awarded a B.S. in accounting from Wake Forest University and began his professional career as a CPA. In addition to his securities licenses, Chris has also earned designation as a CERTIFIED FINANCIAL PLANNER™. He and his four children reside in Phoenixville, PA.

          • Wake Forest University, B.S. Accounting
          • CERTIFIED FINANCIAL PLANNER®
          101 West Elm Street
          Suite 200
          Conshohocken, PA 19428
          christopher.c.bradley@ubs.com
          Christopher Bradley, CFP
          101 West Elm Street,Conshohocken,PA,19428
        • Stephen Bradley Profile Photo

          Stephen Bradley

          First Vice President–Wealth Management

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          • CA
          • CO
          • DE
          • FL
          • IL
          • MD
          • MI
          • MN
          • MT
          • NC
          • NJ
          • NY
          • PA
          • SC
          • TX
          • VA
          • WA
          • WI

          Prior to joining The Bradley Group in 2007, Steve Bradley worked as a Vice President in commercial lending for M&T Bank. Steve holds a B.A. in history from Williams College. He and his wife Sarah reside in Center City, Philadelphia.

            • Williams College, B.A. History
              101 West Elm Street
              Suite 200
              Conshohocken, PA 19428
              stephen.r.bradley@ubs.com
              Stephen Bradley
              101 West Elm Street,Conshohocken,PA,19428
            • Amanda Corry Profile Photo

              Amanda Corry

              Client Associate

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              • CO
              • DE
              • FL
              • MD
              • NJ
              • PA
              • TX

              Amanda Corry is a Senior Registered Client Service Associate with over ten years experience in the financial services industry. Amanda handles all administrative duties and manages the day to day operations for the team.

                    101 West Elm Street
                    Suite 200
                    Conshohocken, PA 19428
                    amanda.corry@ubs.com
                    Amanda Corry
                    101 West Elm Street,Conshohocken,PA,19428
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                  UBS Year Ahead 2025

                  Roaring 20s: The next stage

                  Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                  A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                  Read the report

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                  As of 06/30/2024

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                  UBS is a leading and truly global wealth manager

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