Financial planning tailored to your goals

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We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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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.

  • Ann

    Ann Trainor, CRPC, CRPS

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • FL
    • IL
    • MA
    • ME
    • MI
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • VT
    • WI

    Ann joined UBS in 2010 after more than 10 years as a Financial Advisor at Morgan Stanley Smith Barney and its predecessor firms. Ann works closely with her clients to develop individualized investment portfolios that they are comfortable owning.  A strong believer in goal-driven investing, Ann spends a great deal of time with clients developing comprehensive financial plans that address a personalized approach to retirement and education funding, wealth transfer, and achieving their philanthropic goals. Ann is devoted to understanding the specific financial needs of women investors and addressing their concerns surrounding longevity and increased needs for healthcare.

     

    Passionate about supporting women and girls in need, Ann previously served on the Board of the USNC of UN Women as the Chair of the Finance Committee. She has also volunteered her time and energies to support many organizations that strive to empower and educate young people. These groups include the Smith Barney Paul Robeson Mentor Program, the Smith Barney Young Investors Program and the Somerset Hills YMCA Strong Kids campaign. Ann also helped to establish the Citigroup/City Year New York partnership.

     

    Ann received her B.S. degree from Cornell University and her M.B.A. from the Stern School of Business at New York University. Ann resides in northern New Jersey with her husband and their two children.

    CA Insurance License 0M08517

          109 North Avenue
          2nd Floor
          Westfield, NJ 07090
        • K

          Kristle Wilkinson

          Senior Client Associate

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            Kristle joined UBS in 2010, moving to the firm with the Slater Trainor Group. She was previously a Senior Client Service Associate for 5 years with the group at Morgan Stanley Smith Barney. As the first point of contact regarding client services or administrative issues, Kristle works closely with clients to assure that their day-to-day needs are being addressed. Her responsibilities include client information gathering, opening accounts, helping clients utilize their online accounts, and handling fund transfers and retirement distributions. She also acts as the liaison between branch operations and the team members.

             

            Kristle is passionate in her support of the American Cancer Society and enjoys participating in several fund raising events on their behalf throughout the year. She also is a regular supporter of various charities that support the armed forces. Kristle is an accomplished softball player and enjoys skiing in her free time.

             

            Kristle earned her B.A. from Fairleigh Dickinson University. Kristle resides in northern New Jersey with her husband and their three daughters.  

                  109 North Avenue
                  2nd Floor
                  Westfield, NJ 07090

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