Experience Makes all the difference

Julianne Rose

Client Service Associate
973-360-4243

email   Connect with me on LinkedIn



Julianne began her career in 2014, joining the Short Hills, NJ office of UBS as an intern. She seized an opportunity to take on a bigger role as a Branch Service Associate in the Florham Park, NJ office. Her experience in operational and technological support prepared her for her current role with Newman Wealth Management. Julianne has been in her current role with Senior Vice President, Angeline Newman since mid-2017 and has embraced the role. As a Registered Client Service Associate, she works to provide a superior client experience for the team's clients. She enjoys the daily interaction with clients while handling the teams administrative work.

Julianne has her series 7, 63, and 65 licenses. She earned a bachelor’s degree in political science from East Stroudsburg University in Pennsylvania. In the winter, Julianne enjoys snowboarding and earned a role on the Camelback ski patrol team. In this role, Julianne is a first responder to lost and injured skiers and snowboarders. Julianne is very active and enjoys living a healthy lifestyle.

and enjoys living a healthy lifestyle.


Registered States:
CA, CO, CT, DE, FL, GA, IA, IN, MA, MD, NC, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TX, VA, WY


Shawn R. Tighe

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Accredited Wealth Management Advisor℠
973-360-4272

email   Connect with me on LinkedIn



Shawn joined UBS in 2013 as a Wealth Strategy Associate for The Rasweiler Group, a team focused exclusively on ExxonMobil executives. As a part of the team, he became well versed in employer-sponsored benefit plans and equity compensation. He moved on to his next role as a member of the Northern New Jersey Management Team in 2017. There, he partnered with advisors in the Florham Park office to create and deliver comprehensive financial plans for high net worth individuals. Now, as a member of Newman Wealth Management, he provides individuals and their families with guidance on retirement planning, asset allocation, investment diversification and estate planning.

 

Shawn graduated from Rutgers University in 2013. He has earned the CERTIFIED FINANCIAL PLANNERTM, Chartered Retirement Planner Counselor (CRPC®) and Accredited Wealth Management Advisor (AWMA®) designations and maintains his Series 7 & 66 licenses, plus his New Jersey State Life & Health Insurance licenses.

 

Shawn married his high school sweetheart, Jillian, in 2018. Outside of work, Shawn enjoys an active lifestyle, spending time with friends & family, participating in his local sports leagues, and volunteering at St. Therese Church.

 


Gina Carlucci

Client Service Associate

email



Gina has worked in the financial industry for 20 years. Prior to joining UBS in 2012 Gina was with RBC Wealth Management on the fixed income trading desk.

At UBS, she works with the team keeping up with the latest technology, facilitating communication exchanges, and provides exceptional administrative service to our clients.