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.

Four people meeting in glass office

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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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • PR
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    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, 2022The 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.

    • Rider University, B.S. Accounting
      Home Worker FL
      Home Worker FL, FL 000
    • Gregg Donnelly Profile Photo

      Gregg Donnelly

      Financial Advisor

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      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • MA
      • ME
      • MI
      • MN
      • MT
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • PA
      • PR
      • SC
      • TX
      • VA
      • VT
      • WI

      Gregg graduated from the University of Pittsburgh in 2012 with a Bachelor's degree in History. He went on to Temple University where he earned a Master's Degree in 2015. Gregg has been with UBS since 2017 working with clients and supporting financial advisors with financial planning. He holds his Series 7 and Series 66 licenses.

      Gregg's focuses will be on monitoring account performance, client reporting, trading and providing high level client service

        • University of Pittsburgh, History
        • Temple University, Master's Degree
          331 Newman Springs Road
          Building 1, 3rd Floor
          Red Bank, NJ 07701
        • Brenda Sasso Profile Photo

          Brenda Sasso

          Senior Client Associate

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          • CA
          • CT
          • FL
          • MA
          • NH
          • NJ
          • NY
          • PA

          Brenda has more than 30 years of experience in the financial services industry. Her focus is to maintain a high level of client service and provide administrative support to the team.

          Brenda graduated from Southern Connecticut State University with a B.S. in economics. Brenda holds her Series 6,7,9,10 and 63 licenses as well as her Life & Health insurance licenses.

            • Southern Connecticut State University, B.S. Economics
              331 Newman Springs Road
              Building 1, 3rd Floor
              Red Bank, NJ 07701
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              Carly Fazio

              Client Associate

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                Carly Fazio has 3 years of experience working at UBS. She provides quality customer service and contributes to the overall success to the team.

                      331 Newman Springs Road
                      Building 1, 3rd Floor
                      Red Bank, NJ 07701

                    The circular economy: What is it?

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    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