Rich grew up in southern New Jersey and is a graduate of The College of William & Mary, with an interdisciplinary degree in biology, geology and economics. He started his financial services career in 1976 with Mutual and United of Omaha and was an Investment Executive with Merrill Lynch for six years before joining PaineWebber in 1983. As Vice President-Investments at UBS, Rich earned his Certified Financial Planner™ (CFP®) designation in 2005. He also currently maintains investment advisor and insurance producer licenses. He lives with his wife, Pam, and their daughter in Pennington, NJ.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA

A native of the greater Princeton area, Bill graduated from the University of Maryland with a degree in economics. He then began his career in the financial services industry in 1990 with A.G. Edwards and earned his Certified Financial Planner™ (CFP®) designation in 2005 at UBS. He focuses on developing wealth planning strategies for families and business owners. He believes in a thorough analysis and compilation of each client's financial assets and helping to develop a customized plan for them. Bill lives in Rocky Hill, NJ, with his wife Lisa, and their three children.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA

A graduate of West Chester University, Andrea initially began her financial services career at Smith Barney before joining the UBS Princeton office in 1999. She manages the daily administrative functions of the team in a highly detail-oriented fashion. She maintains a Series 7 and Series 66 registration. Andrea resides in Washington Crossing, PA with her husband, Len, and their two children.

Registered States:
CA, CT, DE, FL, KS, MA, MD, ME, MI, NC, NJ, NY, OH, OR, PA, RI, TX, VA