Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Alice B. Anselmo

Portfolio Manager
Wealth Advisor
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866-231-3533

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My career in the financial services industry spans over 40 years. I am committed to two principals: putting clients' interest first and providing excellent service. Throughout the years, I have been active in various community and charitable associations, including mentoring high school students, serving on the church counsel, serving on the boards of various non-for profit and networking associations. I also found time to coordinate school sports and be a Girl Scout Leader. I believe giving to the community where you work and live gives me more avenues and insight to assist clients.


Registered States:
AZ, CA, CT, DC, DE, FL, GA, IA, IL, MD, ME, MI, NC, NJ, NY, OH, PA, TN, TX, VA, VT, WI


Heather Meade

Financial Advisor
Portfolio Manager
Wealth Advisor
732-219-5503

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Heather Meade has worked in the financial markets for over 20 years developing and servicing a client base comprised of primarily institutional investors domiciled overseas. While she has worked with a wide array of investment products she has extensive experience with fixed income and structured products. Heather joined UBS in 2001 as a Financial Advisor working primarily with investors domiciled in Latin America and the Caribbean, but joined an established, successful team on the domestic side of the business in 2006 to work with U.S. investors.


Registered States:
AZ, CA, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, MI, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, VT, WI