Lasting relationships. For all that matters

The Zalcman Neill Wealth Management Group

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.

Zalcman Neill Wealth Management Group

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.

  • Kenneth Zalcman Profile Photo

    Kenneth Zalcman

    Associate Director

    Senior Wealth Strategy Associate

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    • CA
    • FL
    • MA
    • NJ
    • NY

    Ken has over 40 years of experience in the investment advisory business and has been a Financial Advisor for the majority of his career. He graduated from Boston University in 1964 and was awarded a J.D. from Suffolk Law School in 1967. Ken holds both the Series 7 and 63 licenses, as well as the life and health insurance licenses. His seasoned approach to investing comes from the cumulative advantage he’s gained through participation in countless market cycles and gives him the long-term perspective necessary to ride out the short-term waves of turbulent markets.

      • Boston University
      • Suffolk Law School, J.D.
        One Post Office Square
        32nd and 33rd floors
        Boston, MA 02109
      • Robert Neill Profile Photo

        Robert Neill

        Senior Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • CT
        • FL
        • IL
        • MA
        • ME
        • MO
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OR
        • PA
        • RI
        • SC
        • TX
        • VA
        • VT
        • WA
        • WV

        Robert is a Senior Vice President–Wealth Management at UBS Financial Services Inc., with over 19 years of financial services experience. He began his career at RBC Wealth Management in 1997 and has been with UBS since 2005. His core business is asset, risk and cash flow management for a select group of affluent families, as well as private charitable foundations and nonprofit organizations. Rob graduated from Northeastern University in 1998 with a B.S. in marketing. He earned the Certified Investment Management Analyst® (CIMA®) designation in 2006 at The Wharton School of the University of Pennsylvania and the Certified Financial Planner™ designation (CFP®) in 2011.

          • Northeastern University, B.S. in Marketing
          • CERTIFIED FINANCIAL PLANNER™
          • Certified Investment Management Analyst®
          • Senior Portfolio Manager
          One Post Office Square
          32nd and 33rd floors
          Boston, MA 02109
        • Daniel Zalcman Profile Photo

          Daniel Jacob Zalcman, CFP

          Senior Wealth Strategy Associate

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          • CA
          • CO
          • CT
          • FL
          • MA
          • MD
          • ME
          • NC
          • NH
          • NJ
          • NV
          • NY
          • OR
          • PA
          • RI
          • SC
          • TX
          • VA
          • WA
          • WV

          Dan is a Senior Wealth Strategy Associate with over 15 years of experience in the financial services industry. He graduated from Georgetown University in 1997 with a BS in Russian and a concentration in Russian Area Studies. He works closely with Rob in implementing financial plans and catering to the investment management and planning needs of high net worth individuals and their families. Prior to joining UBS, Dan spent the majority of his career as an Institutional Equity Trader at a Canadian investment bank, making markets and executing trades on behalf of hedge fund and mutual fund clients. He holds both the Series 7 and Series 66 licenses and is a CERTIFIED FINANCIAL PLANNERTM.

            • Georgetown University, B.S. in Russian and a Concentration in Russian Area Studies
            • CERTIFIED FINANCIAL PLANNER™
            One Post Office Square
            32nd and 33rd floors
            Boston, MA 02109
          • Barbara Alton Profile Photo

            Barbara Alton

            Senior Client Associate

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            • CA
            • CO
            • CT
            • FL
            • MA
            • MD
            • ME
            • NH
            • NJ
            • NV
            • NY
            • RI
            • SC
            • TX
            • VA
            • WA
            • WV

            Barbara Alton is my Client Service Associate with over 20 years of experience in the Financial Services Industry. She is fully licensed (Series 7, 8, 63, 3, and Insurance Licensed) to assist in all your financial or administrative needs. Her background includes a BSBA in Finance from the Robins School of Business at the University of Richmond. She has served in many roles at the branch level including Operations Manager and Control Administrator at Smith Barney.

              • Robins School of Business at the University of Richmond, B.S.B.A.
              • Financial Paraplanner Qualified Professional™
              501 Fellowship Road
              Suite 302
              Mt. Laurel, NJ 08054

            The Year Ahead - Sustainable Investing

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational 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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