Financial planning and beyond

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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

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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

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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

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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

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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.

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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.