Experience Makes all the difference

We manage investment assets for individual clients. Our mission is to help clients evaluate investment opportunities and understand financial markets. We are particularly focused on clients who are either retired or nearing retirement. Our team approach offers a high level of service and delivers a customized financial planning process* tailored to help meet the needs and objectives of our clients. Our purpose is simple - to help build, manage and preserve our clients’ wealth.

*Financial Planning Services are provided in our capacity as registered investment advisers.

Matthew A. Boynton, CFP®, CRPC®

First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Wealth Advisor
215-496-2171
matt.boynton@ubs.com
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Matthew Boynton is responsible for overseeing the team's client investment portfolios. His extensive experience began more than 20 years ago at Merrill Lynch. Matthew's high net worth client base encompasses a variety of wealth holders, including professional athletes, corporate executives and physicians. The main focus of the group, however, is helping transition corporate employees into the retirement phase of their lives. A Cum Laude graduate of Susquehanna University, he has earned the designations of CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, LA, MA, MD, ME, MS, NC, NH, NJ, NM, NY, OH, OR, PA, SC, VA, WA, WI, WV


Robert Hutchinson, Jr., CRPC®

Vice President - Wealth Management
Chartered Retirement Planning Counselor (CRPC®)
Portfolio Manager
Wealth Advisor
215-496-2172
rob.hutchinson@ubs.com
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Rob Hutchinson's professional career began in 1999 at Smith Barney. He has since worked to help create, develop, and implement long-term wealth management strategies customized to each client's financial goals. A graduate from East Stroudsburg University, he has earned the Pacesetter club level status, making him one of the top Financial Advisors at the firm.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, LA, MA, MD, ME, MS, NC, NH, NJ, NM, NY, OH, OR, PA, SC, VA, WA, WI, WV


David C. Marshall, CFP®, CRPC®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Wealth Advisor
215-496-2177
david.c.marshall@ubs.com
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David Marshall came to UBS Financial Services from Smith Barney in 2005, where he provided financial planning support to other advisors. As a result of his experience, he has been highly sought after to speak across the firm about financial planning best practices. A graduate of the University of Delaware with a Bachelor of Science degree in Finance, David has completed both the CFP® and CRPC® certifications at the College for Financial Planning. He has earned the designations of CERTIFIED FINANCIAL PLANNER™ and CHARTERED RETIREMENT PLANNING COUNSELOR.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, LA, MA, MD, ME, MS, NC, NH, NJ, NM, NY, OH, OR, PA, SC, VA, WA, WI, WV


Pieter Nova

Client Service Associate
215-496-2013
pieter.nova@ubs.com

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Pieter Nova began as an intern for the group during his sophomore, junior and senior years at Villanova University. Pieter graduated with a Bachelor of Science in mathematics in 2012. Prior to joining the group in a full-time capacity in January of 2015, Pieter held various positions in both the finance and technology industries, gaining experience in both client service and client acquisition. He has earned his Series 7 and 66 licenses and is responsible for overseeing all administrative and organizational duties.


Registered States:
AZ, CO, DE, FL, MD, NJ, NY, PA, SC, VA