Financial planning and beyond

Mountain climbers reaching the summit

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.

  • Timothy Donnelly Profile Photo

    Timothy Donnelly

    Managing Director–Wealth Management

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    Tim joined UBS in 1999 and has more than 30 years of experience in the financial services industry. 

    Tim primarily works with high net worth families, executives of publicly traded companies and private business owners. His focus is to provide wealth planning strategies which integrate strategic and tactical asset allocation, risk management and estate planning while emphasizing tax efficiency. He is a graduate of Rider University, with a B.S. in accounting.

    Tim served on the Board of Directors of the United Way of Monmouth County for over five years and is involved in other local charities.

    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2012, 2013The 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, 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.
    • Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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.

    • Rider University, B.S. Accounting
      Home Worker FL
      Home Worker FL, FL 000
      tim.donnelly@ubs.com
      Timothy Donnelly
      Home Worker FL,Home Worker FL,FL,000
    • Brenda Sasso Profile Photo

      Joseph Berkery

      Senior Vice President

      Financial Advisor

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      Joseph W. Berkery, Jr. has been a wealth manager since 1986. He joined UBS in 2019 after a successful 33 year career at Merrill Lynch.  Joe offers active management of client portfolios, including asset allocation, stock selection, wealth preservation and transfer strategies. He thrives on the intellectual challenge of investing and prides himself on his market knowledge. He brings a wealth of experience to every financial decision.  He is always searching for the next great idea, eager to share with an eye towards wealth preservation and asset appreciation.  

      Joe lives with his wife, Lisa, in Chatham, NJ and is the proud father of three grown children. Joe is an avid reader and outdoor enthusiast who enjoys cycling, hiking, skiing, golf and travel.

       

      At a glance
      – B.A. in business and finance, minor in philosophy, Mount Saint Mary’s College
      – Series 7, 63 and 65 securities licenses
      – Life, health, and variable life and annuity licenses for NJ

       

      • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The 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, 2024, 2025The 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.

        • Private Wealth Advisor
        331 Newman Springs Road
        Building 1
        Red Bank, NJ 07701
        joseph.berkery@ubs.com
        Joseph Berkery
        331 Newman Springs Road,Red Bank,NJ,07701
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        Eric Tomsky

        Senior Vice President

        Financial Advisor

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        • Forbes Best-in-State Wealth Advisors, 2024, 2025The 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, 2024, 2025The 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.

          • Chartered Retirement Planning Counselor
          140 Broad Street
          Suite 100
          Red Bank, NJ 07701
          eric.tomsky@ubs.com
          Eric Tomsky
          140 Broad Street,Red Bank,NJ,07701
        • Tiffanie Salisbury

          Tiffanie Salisbury

          Vice President–Wealth Management

          Financial Advisor

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          Tiffanie enjoys helping clients simplify their financial picture while planning for their future. Tiffanie focuses on goals based retirement planning, holistic wealth management, advisory portfolios and assisting corporate executives with 10b5-1 plans. Her ultimate goal is to empower clients to make sound long-term decisions.

          With over 20 years of experience in the financial services industry, Tiffanie joined UBS in 2019 and has pursued additional financial education at the College for Financial Planning and completed Duke University’s Fuqua School of Business Leadership Program. She lives in Monmouth County, NJ and enjoys travel, gardening and the outdoors.

           

          At a glance
          – B.A. in anthropology, Monmouth University
          – Chartered Retirement Planning Counselor™SM (CRPC®)
          – Duke University, Fuqua School of Business Leadership Program
          – Series 7 and 66 securities licenses
          – Life, health, and variable life and annuity licenses for NJ

          • Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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.

            • Chartered Retirement Planning Counselor
            140 Broad Street
            Suite 100
            Red Bank, NJ 07701
            tiffanie.salisbury@ubs.com
            Tiffanie Salisbury
            140 Broad Street,Red Bank,NJ,07701
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            Victoria Stoker

            Wealth Management Associate

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            Victoria joined the Donnelly BLT Group in February 2025.  She has been in the financial services industry since June 1990 & joined UBS in 2013.

            In her current role as Wealth Management Associate, Victoria enjoys helping clients reach their financial goals by building trust and relationships and plays a key role in assisting our clients with their daily operational and account service needs.  Her extensive knowledge of processes and the ease with which she walks client through the step of account-opening, cash management, reporting and online services make her an invaluable partner.

            She lives in The Colony, Texas with her husband Todd.  In her free time, Victoria enjoys hosting friends and family gatherings as well as spending time with her four grandchildren.

                  Home Worker TX
                  Home Worker TX, TX 000
                  victoria.stoker@ubs.com
                  Victoria Stoker
                  Home Worker TX,Home Worker TX,TX,000
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                  Danielle Tucker

                  Senior Registered Client Associate

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                  Danielle is dedicated to providing every client with a high level of personalized service. She has broad experience in solving operational and account administrative issues, as well as handling client inquiries and concerns. In addition, Danielle acts as a liaison between clients and team members. She enjoys being able to help people in a timely and efficient manner, and seeks to exceed their expectations.

                  Danielle began her career in financial services at Merrill Lynch, working in lending and operations. She joined the BLT Group as a client associate in January 2015, and the team moved to UBS in 2019. Working in both back office and client-facing roles has given Danielle the experience to effectively navigate all aspects of the wealth management business. She lives in Manalapan, NJ with hher husband, James and daughter Gianna. She enjoys spending time with family and friends, traveling as much as possible and making day trips to the Jersey Shore.

                        140 Broad Street
                        Suite 100
                        Red Bank, NJ 07701
                        danielle.borruso@ubs.com
                        Danielle Tucker
                        140 Broad Street,Red Bank,NJ,07701
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                        Alexandra Everett

                        Client Associate

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                                140 Broad Street
                                Suite 100
                                Red Bank, NJ 07701
                                alexandra.everett@ubs.com
                                Alexandra Everett
                                140 Broad Street,Red Bank,NJ,07701
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                              Tariffs, volatility and your portfolio

                              Are you ready?

                              In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                              We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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