As a 29 year veteran Financial Advisor, Angie has helped clients manage their wealth through both high growth periods in the economy and tumultuous markets. By utilizing both traditional and innovative investment solutions, along with an in depth planning approach, Angie specifically tailors portfolio's to ultimately meet client's goals.  Whether considering Retirement, Education or Estate Planning, an Unexpected Life Event, or simply Protecting and Growing Assets, a deeply developed understanding of each client's situation allows personalization of every detail. Angie is motivated and energized by opportunities in the financial markets and being able to pass that on to her clients. Angie has a true passion for investing and enjoys sharing her knowledge with curious investors

Angie joined UBS after 19 years at Smith Barney in 2004. As a Senior Vice President, Angie earned both the Wealth Advisor and Portfolio Manager Designations which allow her the ability to customize approaches for clients with various needs. She is FINRA registered and holds Series 7, 63 and 65 securities licenses as well as licenses for Life, Accident, and Health insurance and Variable Annuities.

• Began Career as Financial Advisor in 1985 with Shearson Lehman Brothers, New York, NY
• Appointed Senior Vice President in 1998
• Forbes America's Top Women Advisors, 2019, 2020, 2021
• Forbes Best-In-State Wealth Advisors in New Jersey, 2019, 2020, 2021

• Completed CFP Professional Education Program from College of Financial Planning
• Graduate of Syracuse University
• Completed Wealth Management Education Program from UBS Financial Services

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• State of New Jersey, Life and Health Insurance Licensed

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