Jane Morgan is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with UBS since 1986. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Joseph Rosen is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Louis Carberry is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Oppenheimer & Co, Capital One Investing, and BNP Paribas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Matthew Tompkins is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2001 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research, capital markets services, and affiliated lending programs.

Justin Stankewicz is a financial advisor with UBS Financial Services in Philadelphia, PA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is a PGA professional who teaches golf, serves as a director of the Greater Mt. Airy Chamber of Commerce, and consults for golf-related businesses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary market research and model-based asset allocations to tailor investment strategies to clients' goals and risk tolerances.