Understanding Comes from experience

Emilio M. "JJ" Valdes III, CFP®, CRPC®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
610-832-3005
jj.valdes@ubs.com
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Registered States:
DE, FL, MI, NC, NJ, NV, NY, OR, PA, SC, TN, TX, VA


Kelly Callan Walens, CFP®

Wealth Management Associate
CERTIFIED FINANCIAL PLANNER™
610-832-3006
kelly.walens@ubs.com

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Registered States:
DE, FL, NJ, NY, PA, VA