Your lasting legacy

We understand the complicated dynamics that come with financial success—trust, transparency and an authentic relationship with your Advisor is essential. There’s no substitute for the confidence that comes with knowing that you’ve chosen a team that is committed to providing unbiased advice and insightful solutions.

We are passionate about learning about you, your family and your values. Our level of service, accountability and client education can help empower you to make informed financial decisions for today, tomorrow and the generations to come.


Why choose to work with us:

  • Everything starts with a plan. We listen closely and develop a financial and retirement plan that drives your custom investment strategy
  • As a multigenerational team, we have the experience and perspective to offer financial education insights specific to each generation
  • We have successfully built long-lasting relationships by offering ongoing and consistent communication that helps build trust
mountain climbers

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.

  • Ron Zeitz

    Ronald Zeitz

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    Insights grounded in experience

    For over nearly 25 years in financial services, Ron has been singularly dedicated to the well-being of his clients. An early advocate of financial planning, Ron has always believed a comprehensive, goals-based plan is the best way to build confidence and drive a long-term investment strategy. He and his team are focused on helping to maintain the quality of their clients’ lives by never losing sight of what really matters to them.

    Prior to becoming a Financial Advisor, Ron was an entrepreneur and built several businesses in manufacturing and real estate. He brings this broad experience to developing investment strategies tailored to each client’s goals. Beyond his deep understanding of the markets, he looks holistically at his clients’ financial picture to understand the right investment mix for their unique situation. This includes estate planning strategies, risk and debt analyses and the inclusion of real estate holdings. 

    With the right plan in place, Ron feels great satisfaction knowing he has helped his clients bring order to their investments and simplify their entire lives. 

    Dedication born of adversity

    Through his entrepreneurial ventures, Ron developed a keen understanding of risk and a businessman’s ability to think innovatively. He earned a B.S. in business administration from Rutgers University and started out in investment research but soon branched out into his own businesses. 

    As a young man, Ron was diagnosed with chronic Crohn’s disease. With a bleak prognosis from his doctors, Ron decided that instead of treating his condition solely with drugs, he would educate himself about nutrition and exercise. The experience also deepened his faith. Now, 43 years later, Ron is going strong and credits the experience with not only honing his ability to innovate for his clients but with giving him the faith and compassion to help his clients meet all the twists and turns they face in life.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021The 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.

        501 Fellowship Road
        Suite 302
        Mt. Laurel, NJ 08054
      • Jamie 22

        Jamie Cohen

        Financial Advisor

        • image
        • image
        • image
        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • ID
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI
        • WV

        As a legacy team member, Jamie has been in the industry for over 6 years, learning from her father, Ronald Zeitz. She plays an integral role with the team by building current and future client relationships. Jamie works alongside clients to identify their goals, analyze their cash flow and develop long-term financial retirement plans. Each plan is developed with the client’s specific needs in mind. Jamie also manages the team’s educational seminars and marketing events.  

        In her spare time, enjoys cooking with her husband, Phil, bike rides with her son and spending time with friends and extended family.

        Jamie hold the Series 7 and 66 securities licenses and has a B.A. in business from Messiah College.

              501 Fellowship Road
              Suite 302
              Mt. Laurel, NJ 08054
            • Dave

              David "Dave" Krilov

              Client Associate

              • image
              • image
              • image

                While Dave is the newest member of the group, he has over 15 years of experience serving as a trusted advisor to leadership teams and individuals across various industries, such as civil engineering, teaching, ministry, leadership coaching and the arts. As a result, his goal with the team is to deliver quality client service and he believes character and trust is foundational for all relationships.

                Dave earned a BA in Geography from the University of Delaware, a Master of Arts in Religion through Liberty Theological Seminary, and recently completed a Doctor of Ministry in Global Leadership through Alliance University located in New York City, New York.

                Dave grew up in southern New Jersey as the third generation of immigrant grandparents from Ukraine. He is married to his wife, Maria, and together they have three beautiful adult girls whom they enjoy spending time with and taking trips together. In his spare time, he enjoys surfing, paddle boarding, golfing, watching baseball or football, movies, reading, writing, traveling, and painting.

                      501 Fellowship Road
                      Suite 302
                      Mt. Laurel, NJ 08054
                    • Patty 22

                      Patricia "Patty" Ford

                      Client Associate

                      • image
                      • image

                        Patty has spent the better part of her career in customer service and finds talking with people the most enjoyable part of the job. You will find she is happy to learn about you and what matters to you and your family. Patty is instrumental to the team by providing operational and administrative support. When you call, you may have the pleasure of chatting with her.

                        Patty has the joy of 4 grandchildren in her life. She enjoys visiting Cape Cod for summer vacations and during her spare time you will find Patty creatively creating quilts.

                              501 Fellowship Road
                              Suite 302
                              Mt. Laurel, NJ 08054

                            Connecting you to the deep resources of UBS

                            By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                            Retirement planning

                            Retirement planning

                            Multigenerational planning

                            Multigenerational planning

                            A team approach

                            A team approach

                            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