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
Alice's career in the financial services industry spans over forty years; she has recently been recognized for achieving the status of Director's Council at UBS Financial Services, Inc. Alice's career began on the insurance side of the business at firms like Travelers and Chubb Insurance before moving to Merrill Lynch where she spent more than fifteen years. Alice's desire to take her career and business to another level led her to UBS Financial Services, Inc. where she has advised affluent individuals and business owners on all aspects of their personal and business finances. She is committed to two principles; putting her clients' interests first and providing excellent service.
Alice completed the Project Lombardi Coaching Program and has also received the Wealth Management Education Program certification. Among the many benefits of this program was the need to book segmentation which led to the discovery that her niche market is a powerful and successful female clientele. Her extensive knowledge, derived from many years in the business, allows her to provide clients with a financial roadmap to help them achieve their goals. Alice is pleased to provide her clients with access to the full array of global resources and investment solutions that UBS has to offer.
In previous years, Alice has been active in various community and charitable associations including mentoring of high school students, serving on the church counsel, and serving on the boards of various non-profit and networking organizations. She was also a Girl Scout Leader and served as coordinator of school sports for her neighborhood's parochial elementary school. Over the years, she has been active in the Executive Women's Golf Association "EWGA" Central Jersey Chapter. Additionally, Alice is an Approved Collaborative Law Professional and able to assist as Collaborative Law Advisor. Currently Alice is mentoring a veteran protégé through a program called American Corporate Partners to develop a strategy for the unique goals and aspirations of the retired military personnel. Recently she has become active on the Patient Family Advisory Counsel at Riverview Medical Center in Red Bank, NJ. Recovering from breast cancer herself, she is paying it forward to those currently struggling with medical issues.
Alice believes that giving to the community where you work and live gives her more avenues and insights to assist her clients. She has instilled in her team the importance of achieving a good work-life balance and leads by example by making time for her family and exercising regularly. She enjoys travel, theater, golf, good food and wine, family and friends.
AZ, CA, CT, DE, FL, GA, IA, IL, MA, MD, MI, NC, NJ, NY, OH, PA, TN, TX, VA, VT, WI
For the past 25 years, Heather has been helping clients navigate the financial markets. She has worked with both institutional and individual investors focusing on asset allocation & investment solutions. For 15 years her clients were international financial institutions which afforded her the opportunity to develop a keen understanding and appreciation of international financial markets. Today, Heather and her team provide comprehensive wealth management consulting that encompasses financial planning, retirement income planning and investment consulting to name a few.
Heather is as dedicated to family and community as she is to her clients. Although she is a US citizen, she is a native of the lovely island of Barbados. She is the mother of one adult son and a "Big Sister" to a 13 year old girl from Big Brothers Big Sisters who she has been mentoring for 3 years. She's an avid gardener, passionate about golf and serves on the board of the Big Brothers Big Sisters of Monmouth and Middlesex Counties.
AZ, CA, CT, DE, FL, GA, IA, IL, MA, MD, ME, MI, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, VT, WI
Gabriel Caponetto Jr., CFP®, AWMA®
Gabe began his career in financial services in 2008. Over the last several years, Gabe has gained experience working with both high net worth and ultra high net worth clients in various planning areas. His ability to build, monitor, and deepen relationships has made him an invaluable asset to his team. Gabe graduated with a B.S. in finance from Monmouth University. He is a CERTIFIED FINANCIAL PLANNER™, Accredited Wealth Management Advisor¿ and holds the Series 7, 63 and 66 securities licenses as well as Life, Accident and Health Licenses.
As a Financial Advisor, he provides advice in the following areas:
- Retirement income and cash flow analysis
- Retirement plans and employee benefits
- Estate and multigenerational planning
- Risk and liability management planning
- Business continuity and succession planning
- Charitable giving strategies
- Executive compensation and benefit strategies
In addition to his career in financial services, Gabe is heavily involved in his community. Serving as an alumni mentor, Gabe spends time guiding local students at Monmouth University. Gabe gives back by coaching young athletes and is the founder of a travel baseball team called the Central Jersey Lookouts. Prior to starting his career in finance, Gabe signed a professional baseball contract to play in the Continental Baseball League based out of Texas. Gabe is an avid golfer and currently resides in Tinton Falls.
AZ, CA, CT, DC, DE, FL, GA, IA, MA, MD, ME, MI, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, VT, WI
Nancy M. Heiser, CIMA®,CEPA®
First Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
Certified Exit Planning Advisor (CEPA®)
Nancy has appeared on CNBC and has had articles in The Huffington Post, Lears and Elite magazine (China) and was on the cover of the American Philanthropy Magazine’s first issue in 2014. She has been quoted in a Fortune article and has been a speaker at many financial seminars.
In 2012, she created The Heiser Group’s financial series “Women Leaving a Legacy” and “The Legacy Speaker Series” held throughout the year . Nancy was a council member on the 100 Women in Hedge Funds Leadership Council at UBS and is an "Angel" member. Currently she is a council member on the "100 Women in Finance Leadership Council".
Nancy founded and chaired for six years the New York Chapter of Save the Children. She served as a board member for The Resource Foundation and is a supporter of Relief Riders International, riding from village to village in India to visit school children. When not working with clients, Nancy is a teacher for students covering Financial Literacy.
She earned her CIMA® designation in 1995 and received her master’s degree from the University of Southern California. She has lived in several foreign countries and while in Japan was a blue ribbon winner in the Tokyo Horse Show. Currently, Nancy lives in Manhattan.
Licenses and services —Series 7 Securities Representative; Series 63 Uniform Securities Agent State Law; Series 65 Uniform Investment Advisor Law; Licensed life and health insurance agent; annuity sales, retirement plan consulting, CIMA® (Certified Investment Management Analyst®).
CA, CT, FL, GA, KS, MA, ME, NJ, NY, OK, PA, SC, TX, VA
Joseph S. Suh
Registered Client Service Associate
Joseph S. Suh joined the Alpha Legacy Wealth Management group in February 2016 as a Registered Client ServiceAssociate with prior experience in the financial industry as a Relationship Banker. Joseph's responsibilities within the Alpha Legacy Wealth Management group ranges from addressing client's daily account service needs to overseeing the groups operational and administrative functions.
Joe graduated from SUNY University at Buffalo with a B.A. in mental health. He currently holds the Series 7, 63 and Life Insurance licenses.
He is a passionate adventurer, an avid hiker and indoor rock climber. He regularly engages in team sports.
CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, ME, MI, NC, NH, NJ, NY, OK, PA, SC, VA
Keyrn Gordon, CFP®
Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Keyrn has been with the Alpha Legacy Wealth Management group for 4 years as a Registered Client Associate. Over the last 16 years he has worked in the financial industry where he holds his Series 7, 31, 63, 65 and Life Insurance licenses.
In 2016 he earned his certification as a CFP®
Keyrn is a graduate of Hunter College with a BA in Psychology. He is an avid sports fan specifically soccer and track and field.
CA, CT, FL, MA, MD, ME, NC, NJ, NY, SC, TX, VA
Client Service Associate
Christa Anne Phillips
Client Service Associate