Bill has over 39 years of experience in the financial services industry. Bill spent his early years in the industry as a stockbroker, obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1986 and moved into management roles for several major brokerage firms. In 2000, Bill made a career decision to move away from management roles and return to what he enjoyed most, working with individual clients and their investment needs. Bill moved to UBS in 2012, after having been a highly successful Custom Portfolio Manager at Merrill Lynch and Morgan Stanley. “The combination of holding my CFP® certification and being recognized as a Senior Portfolio Manager in UBS’s Portfolio Management Program puts me in a rare position to truly understand and assist clients in appropriately managing their risk tolerance. By paying close attention to this, we believe that we can help our clients in constructing portfolios that can preserve and protect their investment monies when appropriate as well as grow these same monies when the markets return to a wealth accumulation mode”. Bill employs technical as well as fundamental research in his disciplined investment strategy. By doing this Bill feels strongly that the team has a unique approach that utilizes both of the major research themes that can cause movement in securities pricing.

A graduate of Rowan University, Bill and his wife, Maggie, reside in Solebury, PA and have two grown sons. Bill is an avid golfer and cyclist.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TX, VA

Janet joined UBS in 2012 after initiating her financial career at Merrill Lynch in 2005 where she obtained her CERTIFIED FINANCIAL PLANNER™ and her Chartered Retirement Planning Counselor™ certifications. Janet specializes in financial planning including developing a deep understanding of client goals and objectives, analyzing retirement, cash flow and investment requirements, as well as examining each client's education savings and estate planning needs. Janet was recognized in the Forbes Ranking of America's Top Women Wealth Advisors by Shook Research in 2020.

A graduate of Princeton University with a degree in Chemical Engineering, Janet’s pervious career included earning an M.B.A. degree and 15 years in management across multiple roles in manufacturing, operations and new business development at a local Fortune 500 company.

Janet and her husband, Al, reside in Mount Laurel, NJ and have two adult daughters. Janet is Treasurer of the Board of Trustees for Big Brothers Big Sisters Independence and is a volunteer for the Alice Paul Institute. She enjoys spending time with her family and friends, traveling and following the Philadelphia sports teams.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TX, VA

Sean joined UBS in 2012 after spending two years with the Banks Ziegler Group at Merrill Lynch. Now, as a partner on the team, Sean works with professionals and their families to create custom financial plans tailored to the financial goals of each individual client. Once a plan is in place Sean works to consistently update and monitor each plan working with families to be sure plan objectives are met. In order to better serve clients Sean obtained both his CERTIFIED FINANCIAL PLANNER™ and his Chartered Retirement Planning Counselor™ certifications.

Sean is a graduate of Rowan University, were he competed on the Rowan Basketball Team occupying the power forward position. Sean and his wife Stacy reside in Hamilton, NJ with their three young children. Sean serves as a Division Officer for the Ancient Order of Hibernians. Sean also enjoys coaching his children's sports teams and spending time with his family outdoors.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TX, VA

Jasmine joined UBS in 2019 after initiating her carrier in the mortgage industry. Jasmine quickly became a valuable asset to the Banks Ziegler Carter Group completing all of her registration requirements to become a Register Client Service Associate in just a few months. Jasmine works closely with clients and prospects helping to provide the white glove service the team prides itself it on.

Jasmine is a graduate of Thomas Edison State University.  She resides in Atco, NJ with her husband Joe, young daughter, and new baby due to arrive December 2020.  Jasmine enjoys musical theatre and spending time with her family.

Registered States:
CA, CO, CT, DE, FL, KY, MA, MI, NC, NJ, NY, PA, SC, TX