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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

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    Emilio "JJ" Valdes III

    Senior Vice President–Wealth Management

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    JJ is a Senior Vice President-Wealth Management and Wealth Management Advisor at UBS Financial Services, Inc. He graduated from the George Washington University with a Bachelors of Accountancy in 1988 and a Masters in Taxation in 1989. He was at Merrill Lynch from 1992 to 2015. JJ joined UBS Financial Services in September, 2015.

    JJ focuses on developing and executing strategic solutions based upon the risk tolerance, time horizon, liquidity needs and overall investment goals for complex financial needs of high net worth individuals. His other area of proficiency is establishing and managing retirement plans for small and mid-size businesses.

    JJ is continually improving his skills as a Wealth Management Advisor through continuing education. In 2005 he earned his CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the Certified Financial Planner Board of Standards. In addition, JJ earned his designation as a CHARTERED RETIREMENT PLANNING COUNSELORSM in 2010. Both the CFP® ® and CRPC® ® allow him to focus on the pre and post retirement needs of individuals.

    JJ and his wife, Chris, have two boys and live in Media, PA. He enjoys playing basketball, snowboarding and spending time with his family.

    Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S. which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    CRPC® and CHARTERED RETIREMENT PLANNING COUNSELORSM are registered service marks of the College for Financial Planning.

    • Forbes Best-in-State Wealth Advisors, 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.

      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Retirement Planning Counselor℠
      101 West Elm Street
      Suite 200
      Conshohocken, PA 19428
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      Benjamin Valdes

      Financial Advisor

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      Benjamin Valdes is a Financial Advisor at UBS Financial Services, Inc. Benjamin graduated from Lehigh University with a Bachelor of Science in Finance in 2020.

      After graduating, he joined UBS’ Wealth Advice Center in Weehawken, NJ where he earned his Series 7 and 66 licenses and gained crucial knowledge about UBS and the fundamentals of being a UBS Financial Advisor.

      He then transitioned onto a team where he supported the top advisors of the Wealth Advice Center. He worked directly with clients and provided white glove service and assistance. Benjamin was quickly promoted to the Core Financial Advisor Team, where he provided clients with financial advice and guidance.

      As a Financial Advisor with The Valdes Wealth Management Group, Benjamin provides insight and support through financial planning and asset management.  He brings a new perspective to the team and will build on the team’s mission to provide quality strategies customized to your needs.

      He currently lives in Philadelphia, PA. He enjoys running, skiing and spending time with his family and friends.

        • Lehigh University, Bachelor of Science in Finance: 2016 - 2020
          101 West Elm Street
          Suite 200
          Conshohocken, PA 19428
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          Lorraine Geraghty

          Client Associate

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          • AZ
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          • DC
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          • ME
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          • NC
          • NE
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA

                101 West Elm Street
                Suite 200
                Conshohocken, PA 19428
              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Goals-based planning

              Goals-based 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

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