Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Ronald W. Zeitz

Senior Vice President - Wealth Management
Financial Advisor
Portfolio Manager
856-988-2034
ronald.zeitz@ubs.com

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Ron's career in financial services, which spans more than three decades, began shortly after his graduation from Rutgers University in 1974. After a brief departure which he ran several private comapanies, Ron returned to the financial services industry in 1992. The knowledge and experience he gained as buisness owner give Ron a valuable insight as he assists a select group of client attaining their financial goals. Ron is known for his commitment to building and sustaining principled, trustworthy relationships and for helping clients identify and overcome critical challenges to their financial goals. Ron works with his partner to set the overall investment themes and allocations utilized in their clients' portfolios.

Ron lives in Marlton with his wife Linda; they have 4 grown children and 6 grandchildren. Ron is an avid golfer and is an active member in his community. Ron currently devotes much of his free time to the Grace Alliance Chapel and the Helping Hands Mission.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, ME, MI, MT, NC, NJ, NV, NY, OR, PA, SC, TX, VA, VT, WV


Michael A. Colacci

Senior Vice President - Wealth Management
Financial Advisor
856-988-2033
michael.colacci@ubs.com

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Mike has spent over 20 years of his professional career in financial services.  He was one of the first financial advisors in New Jersey to build a practice that worked closely with retiring executives and corporate employees.  Through that practice, he and his partner have assisted clientele from many of the top Fortune 500 companies based in the tri-state area.  Mike is recognized as Portfolio Manager as well as a Financial Advisor at UBS Financial Services Inc. and assists clients one-on-one in determining their goals and objectives. He provides sound, unbiased advice and is known for his genuine concern for clients-a strong asset in a business that requires a critical equilibrium of initiative and discipline. He resides in Mount Laurel with his wife Denise and their two children.  In his spare time, Mike is very active coaching for Mount Laurel Boys' Baseball and Basketball Organization.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, ME, MI, MT, NC, NJ, NV, NY, OR, PA, SC, TX, VA, VT, WV


David L. Schramm

Vice President - Wealth Management
Financial Advisor
856-988-2032
david.schramm@ubs.com

Dave is a graduate of Saint Joseph's University in Philadelphia, and started his career in the financial industry as a manager at Girard Bank. One of his duties was commercial lending, which has proved helpful in judging the financial stability of companies that are of investment interest. He wrote "What's Hot", a financial column for the Courier Post of South Jersey and for many years gave the stock report for KYW News Radio of Philadelphia.

Dave has been a Financial Advisor since 1976 and has some management experience in the Securities Industry. He has been a resident of the Little Mill section of Evesham for over two decades, is an avid golfer, and enjoys spending time with his wife and daughter at the Jersey Shore.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, MT, NC, NJ, NV, NY, OR, PA, SC, TX, VA, VT, WA, WV


Jamie Cohen

Financial Advisor
856-985-4507
jamie.zeitz-cohen@ubs.com

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Registered States:
DE, NJ, NY, PA


Lucy A. Johnson

Senior Client Service Associate
856-988-2024
lucy.johnson@ubs.com

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Lucy Johnson is the Senior Registered Client Service Associate with the Zeitz Colacci Schramm Wealth Management Group.  Lucy joined our team in 2011 but began her career in the financial industry in 1998.  At her previous firm Lucy served as an Operations Manager and Complex Administrative Manager.  Lucy is series 7, 9, 10, 63 and 65 licensed and helps provides the administrative support to our clients.  Lucy lives in Waterford Township with her husband and son.   When not at work Lucy enjoys spending time with her family and watching her son play baseball and soccer.  

 


Registered States:
AZ, DE, GA, MD, NC, NJ, NV, NY, PA, SC, TX


Kathryn L. Dougherty

Client Service Associate
856-988-2023
kathryn.dougherty@ubs.com