Lasting relationships. For all that matters

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.


Timothy McDonald

Vice President–Wealth Management

Financial Advisor

Tim has over 20 years of industry experience having devoted his efforts to servicing the needs of corporate retirement plans. His skills provide him with an advanced ability to help meet the unique needs of plan sponsors and corporate investment committees. Tim is a graduate of the United States Military Academy at West Point, New York where he attained a B.S. in Engineering. He later earned his MBA in Finance from the Columbia University Business School. Tim has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the CFP Board in addition to the Certified Investment Management

Registered States:
  • CA
  • CT
  • DE
  • FL
  • GA
  • IN
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NY
  • PA
  • SC
  • VA


  • M.B.A. Finance, Columbia University
  • B.S. Engineering, United States of Military Academy, West Point


  • Certified Investment Management Analyst®
100 Overlook Center
Suite 303
Princeton, NJ 08540
  • (609) 919-3670

Email Me

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager