Conshohocken, PA Office

Matthew Clark is a financial advisor with UBS Financial Services in Conshocken, PA, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, Clark is involved with charitable and community organizations, including overseeing fundraising for Amy’s Yardsale Foundation, serving on the advisory council for the American Cancer Society Hope Lodge program, participating in his church investment committee, and coaching track at a local Catholic school. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management, including futures commission merchant activities and market-making.

Matthew Mehallick is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with UBS Financial Services since 2014. He is based in Conshohocken, PA. UBS Financial Services serves individual, corporate, and institutional clients through a blend 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 supports its advisors with proprietary research and model-based asset allocations.

John Garvey is a financial advisor with UBS Financial Services in Conshocken, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at UBS since 1996 and previously at Philadelphia National Bank. Garvey serves on the boards of Community Volunteers in Medicine, a free medical clinic, and Villa Maria Academy High School. 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 investment strategies.

Christina Bradley is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at CliftonLarsonAllen Wealth Advisors, LLC. She is based in Conshocken, PA. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

William Hooper Jr. is a Series 66 licensed financial advisor at UBS Financial Services with 15 years of industry experience. He has been with UBS Financial Inc. since 2011. Outside of his advisory work, he serves on the Board of Directors of The Salvation Army, where he participates in general board functions and charitable activities. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining wealth management services with institutional trading capabilities and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.