Northfield, NJ Tilton Road Office

Christina Cannizzaro is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has been with UBS since 2018. Prior to joining UBS, she worked at Comcast for six years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Charles Donovan is a CFP® with 19 years of industry experience, currently serving at UBS Financial Services in Northfield, NJ since 2006. He holds the Series 66 designation and has spent his entire recorded career at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of services including capital markets activities and proprietary research.

John Edgar is a financial advisor with UBS Financial Services in Northfield, NJ, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

William Masciulli is a financial advisor with UBS Financial Services in Northfield, NJ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he serves as a general board member of a youth sports organization in Egg Harbor Township, NJ. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients' goals and risk tolerances.

Richard Cohen is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves as President of Seashore Gardens Living Center, a religious-based nonprofit nursing home, and is a member of the investment committee at the Jewish Community Center in New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Alexander Clark IV is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Clark serves as a member of the Absecon City Council, where he communicates municipal policies and programs to residents. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Cletus Schwegman III is a Series 66 licensed financial advisor at UBS Financial Services with 19 years of industry experience. He has been with UBS since 2013. 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

Arlene Mcdonald is a Series 66-licensed financial advisor with UBS Financial Services, based in Northfield, NJ. She has 20 years of industry experience and has been with UBS since 1989. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Jennifer Wildman is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 66 designations. Outside of her advisory role, she is also a notary public providing services to family and community members in Linwood, NJ. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocation to tailor financial plans and portfolio management aligned with clients’ goals and risk profiles, and combines institutional trading capabilities with wealth management services.

Steven Mortelliti is a financial advisor with UBS Financial Services in Northfield, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is the sole member and manager of SAM Communications Investment LLC, an information technology company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.