Radnor, PA Office

Pieter Nova is a Series 66-licensed financial advisor at UBS Financial Services with 11 years of industry experience, all of which has been with UBS since 2015. He is based in Radnor, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Omair Kawoosa is a financial advisor at UBS Financial Services in Radnor, PA, with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Equitable Advisors and The Student Connection. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor strategies according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and underwriting.

James Nastasi is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at UBS Financial Services since 2015 and held prior roles at Morgan Stanley, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Robert Angeline is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2012, following a brief tenure at Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities. The firm provides a wide range of services including financial planning, portfolio management, and capital markets solutions.

Adam Roberts is a financial advisor with UBS Financial Services in Radnor, PA, holding a Series 66 designation and 23 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for 13 years before joining UBS in 2022. Outside of his advisory role, he operates an Etsy-based business designing and selling collectibles. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management solutions. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Benjamin Valdes is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at UBS in various capacities since 2017, with intermittent roles at Lehigh University and CEPRO, a.s. 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 and offers proprietary research and affiliated banking services.

Anthony Raieta is a Series 66-licensed financial advisor with four years of industry experience. He has worked at UBS Financial Services since 2022 and previously held roles at the Federal Home Loan Bank of San Francisco and Wells Fargo Bank, NA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of 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 client solutions.

John Weilnau is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2009. Outside of his advisory role, he is involved in freelance musical performance, private music education, and participates in managing family farmland through an LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management through a broad platform that includes proprietary research and capital markets services.

Jonathon Leib is a financial advisor with UBS Financial Services in Radnor, PA, holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at Bank of America, Merrill Lynch, and Morgan Stanley. Outside of his advisory work, he is involved in managing multiple residential rental properties in the Philadelphia area. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and fiduciary solutions.

Sara Moyer is a Series 66 registered financial advisor with 17 years of industry experience. She has worked at UBS Financial Services since 2019 and previously spent seven years at Morgan Stanley. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Rose Defalco is a financial advisor at UBS Financial Services with 36 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining UBS in 2022, she worked at Morgan Stanley for eight years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Stephen Bradley is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with UBS since 2009, previously working at Merrill from 2007 to 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client solutions.

Robert Leib is a financial advisor at UBS Financial Services with 42 years of industry experience. He has worked at UBS since 2013 and previously spent three years at Commonwealth Financial Network. Outside of his advisory work, Leib serves on the boards of the Greater Conshohocken Business Development Corporation and RSVP of Montgomery County, where he participates in community development and charitable activities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, leveraging proprietary market research and model-based asset allocation to tailor strategies. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and capital markets services.

Emilio Macatangay Valdes III is a financial advisor with UBS Financial Services in Radnor, PA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He worked at Merrill from 1999 to 2015 before joining UBS, where he has advised clients since 2015. Outside of his advisory role, he serves as an executive director and board member for two homeowners associations, helping oversee community maintenance and financial matters. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Joseph Croll is a CFP®-designated financial advisor with 19 years of industry experience, currently with UBS Financial Services. He has worked at Morgan Stanley Private Bank and Citigroup Global Markets during his career. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, providing tailored financial planning and portfolio management supported by proprietary research and institutional trading capabilities.