Mitchell Slater
Senior Vice President – Wealth Management
908-789-3160
mitch.slater@ubs.com

Before Mitch joined UBS, he was a Financial Advisor at Morgan Stanley Smith Barney and Merrill Lynch for 23 years. He works closely with clients to build balanced and diversified investment portfolios that match the needs and risk profiles of his clients. Mitch is a staunch believer in financial literacy and education and has often been tapped to discuss family financial issues on CNN, CNBC, Fox Business, Bloomberg, News 12 NJ and several radio programs across America. He was recently elected to the Westfield Board of Education. Mitch received his B.A. from George Washington University.

Registered States:
AL, AZ, CA, CT, DC, FL, MA, MD, ME, MI, NC, NJ, NY, PA, SC, VA, GA, RI

Ann Trainor, CRPC®
Vice President – Wealth Management
908-789-3182
ann.trainor@ubs.com

Ann Trainor, a Chartered Retirement Planning Consultant and Financial Advisor for more than 10 years, helps develop financial plans to address clients’ retirement and education funding needs and wealth transfer to heirs and philanthropic goals. Before Ann joined UBS in 2010, she was a Financial Advisor at Morgan Stanley Smith Barney through the merger of Schroders in June 2000. Ann was recently elected to the Board of Directors of UN Woman, where she will chair its finance committee. Ann received her B.S. from Cornell University and her M.B.A. from the Stern School of Business at NYU.

Registered States:
AL, AZ, CA, CT, DC, FL, GA, MA, MI, NC, NJ, NY, PA, RI, SC, VA, ME, MD

Kristle Wilkinson
Senior Client Service Associate
908-928-2026
kristle.wilkinson@ubs.com

Kristle joined UBS in 2010 with Mitch and Ann. Before joining, she became a Client Service Associate at Morgan Stanley Smith Barney in June 2004 after receiving her B.A. from Fairleigh Dickinson University College at Florham. She is the first point of contact when inquiring about client services or administrative issues. Kristle works closely with all our clients to assure that their day-to-day needs are being addressed. Some of her responsibilities include gathering information from client forms to open accounts, helping clients utilize their online accounts,etc.