Bill and the Sullivan family have been providing uninterrupted investment advice and service since 1968 when Bill’s father started his career as the President of Gibraltar Securities. With special expertise in Treasuries, Municipals and Corporate debt, Bill oversees our fixed income strategy also provides our clients with guidance on identifying and meeting their financial goals through complex generational wealth transfer planning. Bill is founder and president of the Essex Fells Police Foundation, and a member of the Peer Foundation, Parent Support Group and Essex Fells Town Councilmen.

Registered States:
AZ, CA, CO, FL, MA, NC, NJ, NY, SC, TX, WV

Justin Bowers has been recognized as an industry leader

• Forbes America's Top Next Generation Wealth Advisors, 2018

With over 18 years of experience working with corporate executives; primarily in the pharmaceutical sector, Justin has become a resource in assisting professionals and their families with their overall planning needs. His primary focus is retirement planning and legacy protection. Having a deep understanding of the corporate executive compensation structure allows Justin to provide additional insight and guidance to incorporate these assets into a comprehensive plan.

Justin's current title at UBS is First Vice President – Wealth Management and Portfolio Manager. His primary objective is to provide clients with the planning and investment resources they need as he guides them through the wealth management process. He prides himself on providing exceptional service and a great experience. Justin has earned a degree in Economics from Rutgers University and holds the designation of Chartered Retirement Planning Counselor (CRPC®) from the College for Financial Planning.

Registered States:
AZ, CA, CO, CT, DE, FL, HI, IL, MA, MD, ME, MO, NC, NJ, NM, NY, OH, PA, SC, TX, VA, WV

Registered States:
NJ