Jon joined UBS in August 2014, and previously worked at Merrill Lynch for more than 13 years. He has over 22 years of experience in the financial services industry. Jon joined Merrill Lynch's Wealth Management unit in 2008, and before that worked in Merrill Lynch's Institutional Advisory Division on the equity sales desk for eight years. There, Jon worked primarily with hedge funds and asset managers, assisting them with their investment processes, equity trading and syndicate efforts. Prior to joining Merrill Lynch, Jon was a client relationship manager at Rittenhouse Financial Services, a wholly owned subsidiary of Nuveen Investments, and before that he worked on the fixed-income trading floor at Morgan Stanley. Jon prides himself on putting clients' interests front and center at all times, and draws on his broad array of market experience when managing client assets.  He is licensed to sell life and health insurance in New York State. Jon has been named a Forbes/SHOOK Best in State Advisor for New York the past two years (2019, 2020).

Jon is a graduate of Villanova University's School of Business, and is a member of the Villanova University Alumni Association's Presidents Club.  Jon currently serves on the Board of Directors for the Mamaroneck Youth Hockey Association, and is very involved in Larchmont-Mamaroneck Youth Lacrosse. He and his wife, Kathleen, are also active supporters of the The Ursuline School, The Eagle Hill School, and the Mamaroneck Schools Foundation. Jon resides in Larchmont, New York with his wife Kathleen and their four children.

Registered States:
AL, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA, WV

Mark joined UBS in August of 2014, and previously worked at Merrill Lynch for more than a decade. Mark became part of Barter Worden Wealth Management (formerly The Barter Group) in late 2010. Drawing on the global resources of UBS, he develops personalized strategic solutions to address the complex needs of individuals with substantial wealth. Mark offers clients a range of services including portfolio strategies, stock option analysis, retirement planning strategies, hedging strategies for concentrated equity positions, life insurance analysis and a full range of wealth transfer strategies. Mark is licensed to sell life and health insurance in New York State. Mark has earned both his Chartered Retirement Planning Counselor (CRPC) and his Chartered Retirement Plans Specialist (CRPS) designations.

Mark graduated from the University of South Carolina in Columbia, where he earned a Bachelor's degree in Business. Mark currently serves on the Board of Trustees for Crouse Hospital and is the Chairman of the American Heart Association’s Men Go Red for Central New York. He resides in Manlius, New York, with his wife, Reghan, and their two sons, Cameron and Bradford.

Registered States:
AL, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA, WV

Michele is integral to the day-to-day operations and organization of the team, and provides support to all account types. Michele directly supports the financial advisors in their work on trusts and estate planning services. She also plays a major role in client onboarding. She earned an Associate's degree in Business from Bryant & Stratton College and resides in Hastings, New York.

Registered States:
AL, CO, CT, DC, FL, GA, IL, MA, ME, MI, MS, NC, NH, NJ, NY, OH, PA, SC, VA, VT, WA

Tommy joined The Barter Group in early 2012, and UBS Financial Services in 2014. Tommy is a graduate of Colgate University, and joined the Merrill Lynch shortly after graduation. Since then, Tommy has become an invaluable member of the client service team, handling many of our largest relationships. Tommy works tirelessly to provide our clients with a the best service possible.

Registered States:
AL, CO, CT, DC, FL, GA, IL, MA, ME, MI, NC, NH, NJ, NY, OH, PA, SC, VA, VT

Dawn has 14 years of financial services experience. Dawn offers the highest level of assistance to clients. She is responsible for opening new accounts, processing client requests and answering client questions pertaining to retirement plan strategies, IRA accounts and Wealth Outlook^® reports. She earned her Bachelor's degree from LaMoyne College.

Registered States:
AL, CO, CT, DC, FL, GA, IL, MA, ME, MI, MS, NC, NH, NJ, NY, OH, PA, SC, VA, VT