Experience

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.

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

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.

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