Financial planning and beyond

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

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- TX
- VA
- VT
- WA
- WI
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, 2025, 2026The 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
Joseph Berkery

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- LA
- MA
- MD
- ME
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
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, 2025, 2026The 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, 2025, 2026The 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
Home Worker WA
Home Worker WA, WA 000

joseph.berkery@ubs.com

Joseph Berkery

Home Worker WA,Home Worker WA,WA,000
Eric Tomsky

Senior Vice President

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- LA
- MA
- MD
- ME
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026The 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, 2025, 2026The 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.
- UBS Wealth Management Director’s Council, 2025, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- 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

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- LA
- MA
- MD
- ME
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
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, 2025, 2026The 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
Victoria Stoker

Wealth Management Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
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
Danielle Tucker

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- LA
- MA
- MD
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- PA
- SC
- TN
- VA
- VT
- WA
- WI
- WV
Danielle is committed to delivering an exceptional client experience through personalized service, responsiveness, and attention to detail. As a Senior Registered Client Associate with BLT Group, she serves as a trusted resource for clients, helping them navigate account servicing needs, operational matters, and day-to-day inquiries with efficiency and care. Danielle works closely with both clients and team members to ensure seamless communication and a high level of support, always striving to exceed expectations.

Danielle began her career in financial services at Merrill Lynch, where she held roles in lending and operations. She joined BLT Group in 2015,and transitioned with the team to UBS in 2019. Her experience in both back-office operations and client-facing positions has provided her with a comprehensive understanding of the wealth management industry, allowing her to effectively assist clients and contribute to the team's success.

Danielle lives in Manalapan, New Jersey, with her husband, James, and their two daughters. Outside of the office, she enjoys spending time with family and friends and traveling.
140 Broad Street
Suite 100
Red Bank, NJ 07701

danielle.borruso@ubs.com

Danielle Tucker

140 Broad Street,Red Bank,NJ,07701

Julia Anastasio

Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Julia is passionate about delivering outstanding, tailored service to every client at BLT Group. With a strong background in supporting account operations and administrative matters, she thoughtfully addresses client needs and resolves issues with a high level of care and attention to detail. She prioritizes clear, consistent communication to ensure clients feel informed, supported, and confident throughout their experience. Julia takes pride in being responsive and dependable, always striving to exceed expectations and provide meaningful support.

Prior to joining UBS, Julia began her career as a recruiter where she specialized in the Accounting and Finance sector. In 2022, she transitioned to Goldman Sachs as a Senior Analyst in the Private Wealth Management Division. She currently resides in Toms River, NJ with her fiancé and enjoys spending time with family and friends, as well as boating during the summer.

At a glance

– B.S. in Allied Health, University of Tampa

– Series 7 and 63 securities licenses
140 Broad Street
Suite 100
Red Bank, NJ 07701

julia.anastasio@ubs.com

Julia Anastasio

140 Broad Street,Red Bank,NJ,07701

Timothy Donnelly

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- TX
- VA
- VT
- WA
- WI
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, 2025, 2026The 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
Joseph Berkery

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- LA
- MA
- MD
- ME
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
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, 2025, 2026The 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, 2025, 2026The 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
Home Worker WA
Home Worker WA, WA 000

joseph.berkery@ubs.com

Joseph Berkery

Home Worker WA,Home Worker WA,WA,000
Eric Tomsky

Senior Vice President

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- LA
- MA
- MD
- ME
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026The 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, 2025, 2026The 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.
- UBS Wealth Management Director’s Council, 2025, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- 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

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- LA
- MA
- MD
- ME
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
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, 2025, 2026The 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
Victoria Stoker

Wealth Management Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
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
Danielle Tucker

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- LA
- MA
- MD
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- PA
- SC
- TN
- VA
- VT
- WA
- WI
- WV
Danielle is committed to delivering an exceptional client experience through personalized service, responsiveness, and attention to detail. As a Senior Registered Client Associate with BLT Group, she serves as a trusted resource for clients, helping them navigate account servicing needs, operational matters, and day-to-day inquiries with efficiency and care. Danielle works closely with both clients and team members to ensure seamless communication and a high level of support, always striving to exceed expectations.

Danielle began her career in financial services at Merrill Lynch, where she held roles in lending and operations. She joined BLT Group in 2015,and transitioned with the team to UBS in 2019. Her experience in both back-office operations and client-facing positions has provided her with a comprehensive understanding of the wealth management industry, allowing her to effectively assist clients and contribute to the team's success.

Danielle lives in Manalapan, New Jersey, with her husband, James, and their two daughters. Outside of the office, she enjoys spending time with family and friends and traveling.
140 Broad Street
Suite 100
Red Bank, NJ 07701

danielle.borruso@ubs.com

Danielle Tucker

140 Broad Street,Red Bank,NJ,07701
Julia Anastasio

Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Julia is passionate about delivering outstanding, tailored service to every client at BLT Group. With a strong background in supporting account operations and administrative matters, she thoughtfully addresses client needs and resolves issues with a high level of care and attention to detail. She prioritizes clear, consistent communication to ensure clients feel informed, supported, and confident throughout their experience. Julia takes pride in being responsive and dependable, always striving to exceed expectations and provide meaningful support.

Prior to joining UBS, Julia began her career as a recruiter where she specialized in the Accounting and Finance sector. In 2022, she transitioned to Goldman Sachs as a Senior Analyst in the Private Wealth Management Division. She currently resides in Toms River, NJ with her fiancé and enjoys spending time with family and friends, as well as boating during the summer.

At a glance

– B.S. in Allied Health, University of Tampa

– Series 7 and 63 securities licenses
140 Broad Street
Suite 100
Red Bank, NJ 07701

julia.anastasio@ubs.com

Julia Anastasio

140 Broad Street,Red Bank,NJ,07701

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Financial planning and beyond

Pursuing your goals together

Timothy Donnelly

Joseph Berkery

Eric Tomsky

Tiffanie Salisbury

Victoria Stoker

Danielle Tucker

Julia Anastasio