Experience Makes all the difference

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.

Curtis J. Wilson Jr.

Senior Vice President - Wealth Management
Visit my personal page
215-972-6862

email



Joined UBS in 1994 after 17 years with Goldman, Sachs & Co. as Vice President - Investments. Bachelor's degree in electrical engineering from University of Notre Dame and M.B.A. from Northwestern University's Kellogg School. FINRA-registered and holds Series 3,7, and 63 securities licenses.


Registered States:
AZ, CA, CT, DC, FL, GA, HI, IA, MA, MD, ME, MI, MN, NC, NJ, NM, NY, PA, RI, SD, TX, VA, VT, WI

Morrison C. Huston Jr.

Account Vice President
215-496-2010

email



Tim joined the Philadelphia Office of UBS after over 35 years' experience in sales, product creation, trading, and portfolio management in New York where he was a Senior Vice President at Kidder Peabody.  A graduate of the University of Pennsylvania, he is FINRA registered and holds 1, 63, 65, and 66, securities licenses as well as 4, 40 and 53 Principal's designations.


Registered States:
AZ, CA, CT, DC, FL, GA, HI, IA, MA, MD, ME, MI, MN, NC, NJ, NM, NY, PA, RI, SD, TX, VA, VT, WI