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.

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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.

Kenneth Zalcman

Associate Director

Wealth Strategy Associate
View bio
- 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.
100 SE 2nd Street
Suite 2500
Miami, FL 000

kenneth.zalcman@ubs.com

Kenneth Zalcman

100 SE 2nd Street,Miami,FL,000
Robert Neill

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- FL
- MA
- ME
- MO
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- VA
- VT
- WA
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.
- Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025The 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.
- Northeastern University, B.S. in Marketing
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Senior Portfolio Manager
One Post Office Square
33rd Floor
Boston, MA 02109

robert.neill@ubs.com

Robert Neill

One Post Office Square,Boston,MA,02109
Daniel Jacob Zalcman, CFP

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- FL
- MA
- ME
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- VA
- WA
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 PLANNER^TM.
- Georgetown University, B.S. in Russian and a Concentration in Russian Area Studies
- CERTIFIED FINANCIAL PLANNER®
One Post Office Square
35th floor
Boston, MA 02109

daniel.zalcman@ubs.com

Daniel Jacob Zalcman, CFP

One Post Office Square,Boston,MA,02109
Barbara Alton

Senior Registered Client Associate
View bio
- 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

barbara.alton@ubs.com

Barbara Alton

501 Fellowship Road,Mt. Laurel,NJ,08054

Kenneth Zalcman

Associate Director

Wealth Strategy Associate
View bio
- 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.
100 SE 2nd Street
Suite 2500
Miami, FL 000

kenneth.zalcman@ubs.com

Kenneth Zalcman

100 SE 2nd Street,Miami,FL,000
Robert Neill

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- FL
- MA
- ME
- MO
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- VA
- VT
- WA
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.
- Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025The 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.
- Northeastern University, B.S. in Marketing
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Senior Portfolio Manager
One Post Office Square
33rd Floor
Boston, MA 02109

robert.neill@ubs.com

Robert Neill

One Post Office Square,Boston,MA,02109
Daniel Jacob Zalcman, CFP

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- FL
- MA
- ME
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- VA
- WA
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 PLANNER^TM.
- Georgetown University, B.S. in Russian and a Concentration in Russian Area Studies
- CERTIFIED FINANCIAL PLANNER®
One Post Office Square
35th floor
Boston, MA 02109

daniel.zalcman@ubs.com

Daniel Jacob Zalcman, CFP

One Post Office Square,Boston,MA,02109
Barbara Alton

Senior Registered Client Associate
View bio
- 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

barbara.alton@ubs.com

Barbara Alton

501 Fellowship Road,Mt. Laurel,NJ,08054

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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A leading global wealth manager

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Lasting relationships. For all that matters

Pursuing your goals together

Kenneth Zalcman

Robert Neill

Daniel Jacob Zalcman, CFP

Barbara Alton