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Alice B. Anselmo
Alice B. Anselmo
First Vice President - Investments
Advisory and Brokerage Services
  • Wealth Advisor
331 Newman Springs Road
Building #1, 3rd Floor
Red Bank, NJ 07701
866-231-3533
732-219-7239
732-842-0177 fax
alice.anselmo@ubs.com

As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

I contact my clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client’s goals, I offer wealth management strategies for today and years to come.  

Managing Wealth

Your Retirement Plan

Planning for retirement in a changed world
Is your plan for retirement still on track?

Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

My Perspective
Leaving Your Employer? Options for Your Retirement Plan rpdd_leaving_your_employer.pdf (3823kb)
The Benefits of Asset Allocation and Rebalancing Benefits_ofAssetAllocation_Rebalancing.pdf (75kb)
Cashin's Comments cashin_comments.pdf (111kb)
Cornerstones - Diversity Portfolio AE03311_17460_A_Anselmo_Cornerstones_-_Diversify.pdf (138kb)
Cornerstones - Goals AE03311_17460_A_Anselmo_Cornerstones_-_Goals.pdf (182kb)
Cornerstones - Invested AE03311_17460_A_Anselmo_Cornerstones_-_Invested.pdf (94kb)
Coverdell IRA AE03311_17460_A_Anselmo_Coverdell_Education.pdf (115kb)
Retirement Goals AE03311_17460_A_Anselmo_SP_-_Retirement_Goals.pdf (115kb)
Certificate of Deposits AE03311_17460_A_Anselmo_Certificates_of_Deposit.pdf (138kb)
Charitable Giving AE03311_17460_A_Anselmo_Charitable_Giving.pdf (125kb)
News

UBS reports third-quarter 2009 earnings
UBS Appoints Robert J. McCann as Chief Executive Officer, Wealth Management Americas & Member of UBS Group Executive Board

Spotlight Articles

Market Outlook: The recovery – on track, but slow and uneven  (810kb)
Do you have a plan for transferring wealth to others?
Managing taxes and portfolio risk and return

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