A commitment to client success
Tom loves being able to make a difference in his client’s lives—everything from working with them to provide education funding for a child or grandchild to helping them retire with confidence. He is a Certified Investment Management Analyst (CIMA®) with a deep understanding and extensive experience with financial markets, and a firm belief in a holistic approach to wealth management.  His specialty is investment selection, client service and analyzing market trends.

Inspired by his grandfather, who, with little more than a high school education, became a successful businessman and philanthropist, Tom started his career in financial services in 1985, three years after graduating Summa Cum Laude from Boston University.  He is proud to lead a team of highly experienced financial advisors with strong intellectual backgrounds, high ethical standards and a commitment to their clients’ successful financial outcomes.

Credentials that build confidence

• Senior Vice President - Wealth Management
• Certified Investment Management Analyst (CIMA®)
• Series 3, 7, 63 and 65 securities licenses
• Life and Health Insurance licenses
• BA in Psychology, Boston University, Summa Cum Laude

Outside of UBS
Tom has served on the Board of the Millersville University Foundation and on the Board of Governors of the Pyramid Club. He is married to his wife, Lois, has four children, one grandchild, and two rescue dogs. Real estate investing and renovating properties are hobbies of his. An advanced-level skier, Tom took up heli-skiing six years ago, and deeply enjoys being in the mountains.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, VA, WI

A trustworthy advocate
Having a great sense of compassion for people and recognizing a societal need for trustworthy advocates, Matthew embarked upon his career in financial services in 1995, joining UBS in 2005.  Among the main reasons he enjoys his work so much are the life-long relationships he develops with his clients and seeing their hopes and dreams fulfilled. 

As one of the group’s senior partners, he helps provide leadership on multiple facets of the business, including operations, client service, portfolio construction and planning.  A primary focus of Matthew’s is helping transition corporate employees into the retirement phase of their lives.  A CERTIFIED FINANCIAL PLANNER™, Matthew believes in providing a written financial plan for every client and assisting individuals and their families in a way that leads to a path of financial security.

Credentials that build confidence

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Planning Counselor (CRPC®)
• Wealth Advisor
• Series 7, 31, 63 and 65 securities licenses
• Life and health insurance licenses
• B.A. Susquehanna University, Cum Laude
  
  

Outside of UBS
Matt and his wife, Carol, have two children, Christian and Olivia, both attending James Madison University. As an active member of Hope Church, he is a small-group leader for both youth and adults. In his spare time, he enjoys skiing, hiking, fishing and golf, as well as spending time with friends and family at their Lake Naomi home in the Pocono Mountains where he also serves on the home owners association in several capacities.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, VA, WA, WI

Knowledge and Experience
After beginning his career in financial services with Smith Barney in 1999, Rob joined UBS in 2005.  As one of the team's partners, he has proven himself to be a multi-skilled wealth manager who works diligently to create, develop and implement customized portfolios structured to each client’s financial plan.

Rob finds it rewarding to help clients and their families at different stages of their lives and careers. As one of a small number of UBS Financial Advisors who have undergone rigorous training to earn the designation of Wealth Advisor, the financial planning strategies he employs include asset management, retirement services, insurance services, corporate executive services, liability management and estate planning.

Credentials that build confidence

• Chartered Retirement Planning Counselor (CRPC®)
• UBS Portfolio Manager
• UBS Wealth Advisor
• Series 7, 31 and 66 securities licenses
• Life and health insurance licenses
• B.S. East Stroudsburg University

Outside of UBS
Rob lives in Malvern, Pennsylvania with his wife, Tara, daughter Isla, son Noah, and dog, Bailey. He’s a sports fan who enjoys snowboarding, golf and traveling.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, VA, WI

Skilled financial planning
David came to UBS in 2005 from Smith Barney. As a partner on the team, his focus is on financial and retirement planning. Rooted in the sincere belief that a lifetime of work should result in a happy and fulfilling retirement, David has prioritized the importance of personalizing each of his client's financial and retirement plans since beginning his career.

As both a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning Counselor (CRPC®), David is committed to helping hardworking professionals prepare for their future, and hosts numerous educational webinars to prospective and current clients, alike. He has been highly sought after to speak across the firm about financial planning best practices.

Credentials that build confidence

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Planning Counselor (CRPC®)
• UBS Wealth Advisor
• Series 7, 31 and 66 securities licenses
• Life and health insurance licenses
• B.S. in Finance, University of Delaware

Outside of UBS
David is a life-long Philadelphia native. When he isn't at the office, you can find him surfing waves, snowboarding in fresh powder, and cheering on the Eagles, Phillies, Sixers and Flyers. An avid world traveler, one of David's favorite memories is recently getting lost in the highlands of Japan while on an international ski trip.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, VA, WI

Unparalleled experience
John began his career at UBS in 2006 after receiving his B.S. in Business Administration from Drexel University.  He holds a Series 7, 9/10 and 66 securities licenses and is uniquely qualified having worked in various roles within UBS Wealth Management including our home office in Weehawken, NJ and branch offices of Wilmington, DE and Philadelphia, PA. 

John serves as the primary point of contact for all of CenturyPlus Wealth Management's clients.  His exceptional organizational skills enable him to handle all client requests and resolve issues in a timely manner.  He is also responsible for all client onboarding as well the team's day-to-day administrative and operational duties.

Outside of UBS
John lives in Delaware County with his wife, Becky, and their two children. In his spare time, he enjoys spending time at the shore with family, coaching his daughter’s softball team and cheering on the Philadelphia Eagles, the Phillies and the Tottenham Hotspur FC.

Registered States:
AZ, CA, CO, CT, DE, FL, MA, MD, NC, NJ, NV, NY, PA, VA

An early passion for helping others
Kevin's wealth management career path began when he realized  he had a passion for helping people while working as a bank teller at a Credit Union.  He wanted to combine his knowledge in finance with his interest in client service. After graduating with a BS in Business Management from West Chester University,  he joined Credit Suisse in 2014 as a Service Desk Specialist and later joined UBS as a Registered Client Service Associate in 2017.  Kevin holds the Series 7 and 66 securities licenses.

Client service and communication shape each day
Today, Kevin  is gratified by the multiple opportunities he has to help clients get the answers they need as they pursue their financial goals. He supports all administrative functions for the CenturyPlus Wealth Management Group, concentrating his efforts on account maintenance and client communication. But he finds his greatest satisfaction in building long-lasting, trusting relationships with clients and their families. 

Outside of UBS
Kevin grew up in the suburbs of Philadelphia (Delaware County) and feels  fortunate to have a supportive family. He enjoys sports, both watching and playing. His favorites are hockey and football. Kevin stays active by going to the gym routinely and hiking. But what he values most is spending time with family and friends.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, MA, MD, ME, MI, MN, NC, NJ, NV, NY, PA, RI, SC, SD, TX, VA, VT, WI