Experience Makes all the difference

Mark E. Fleming

Director
Branch Manager
609-677-2253

email



Mark received a Bachelor of Arts in Economics from Rowan University in 2000.  He entered the Financial Services industry in 2000 at Pershing, LLC. in Jersey City, NJ.  In 2003 he joined Waddell and Reed, as a Financial Advisor.  He then worked for Merrill Lynch as a Financial Advisor and later as a sales manager at the Financial Advisory Center in Hopewell, NJ.  Mark joined UBS Financial Services in 2008 as a Complex Administrative Manager in Princeton, NJ.  He now serves as the Branch Manager of the Northfield, NJ Office.

He currently holds his FINRA series 7, 66, 9/10 in addition to his NJ life and Health Insurance licenses.  He is married to wife Karen and lives in Mt. Laurel, NJ with their daughters Addison and Kathryn.  In his spare time he enjoys spending time with his family, fishing and cycling.


Registered States:
FL, NJ, NY, PA


Stephanie Viti Kaupas

Director
Admin Manager
856-985-2062

email



After graduating with a B.A. from The College of Wooster in 1996, I started my career as a Sales Assistant with Gruntal & Co. in Boston, MA. Throughout my 20 years in the Financial Industry, 16 of which have been spent with UBS Financial Services, I have held various roles such as Client Service Associate, Assistant Operations Manager, and Supervisory Officer. Currently I am the Administrative Manager where I manage the staff for UBS South Jersey. My licenses include the 7, 63, 65, 9, 10, 3 and Life and Health Insurance. I also hold my M.B.A in Management from The Carey Business School at Johns Hopkins University. I reside in Cherry Hill, NJ with my husband, Randy and sons, Bobby and Will.


Registered States:
CA, DE, FL, NJ, PA


Arlene Kerr McDonald

Authorized Officer
Branch Office Administrator
609-677-2263

email



Arlene began her career at PaineWebber in January of 1989 after relocating from Ireland. She spent the next 20 plus years as the Operations Manager for the Southern NJ office.  She is now the Branch Office Administrator, responsible for Human Resources Processing, Technology, and Branch Finances. She also assists with general administration and supervisory functions.  Her licenses include the series 7, 66, 9, 10, and NJ Life and Health Insurance.

In her free time she enjoys reading, traditional Irish music and dance, cooking & long walks on the beach. Arlene resides in Egg Harbor Township. 


Registered States:
NJ