Philip started his career in the financial services industry in 1985. Prior to joining UBS in 2008, he served as a Senior Vice President at Morgan Stanley. With a focus on equities and fixed income, Philip creates comprehensive, personalized strategies for his clients. Philip is a graduate of Penn State University, where he studied finance and accounting. He is an active member of his local community having served various leadership positions with the National MS Society, Golden Slipper, Friends of Children’s Hospital and Legacy Youth Tennis and Education. In the Spring of 2018, Phil and his wife Jill were honored by the Association for Adults with Developmental Disabilities (AADD) for their commitment to furthering the core mission of the organization. Additionally, Phil is a spirited Philadelphia sports fan and loves to spend time with his two sons Ben and Zack.

Registered States:
AZ, CA, DC, DE, FL, GA, IL, MA, MD, MI, MN, NC, NJ, NY, PA, VA

Daniel has over 20 years of experience in the financial services industry.  Before joining UBS in 2008, Daniel was a Senior Vice President at Morgan Stanley.  Among his areas of focus are asset allocation strategies, portfolio management and financial planning.  Additionally, Daniel is responsible for the design and implementation of the team's retirement plans.  In 2017 Daniel earned the Chartered Retirement Plans Specialist (CRPS®) designation, issued by the College for Financial Planning.  He is a graduate of the University of Vermont with a degree in Finance.  Active in his local community,  Daniel serves as a board member of the Parkinson's Foundation of Philadelphia and the Police Athletic League.  He and his wife Lauren live in Wayne, PA with their two children, Leslie and William. 

Registered States:
AZ, CA, DC, DE, FL, GA, IL, MA, MD, MI, MN, MO, NC, NJ, NY, PA, VA

Jackie joined UBS in 2017 as a Wealth Strategy Associate in the Conshohocken branch.  Her main areas of focus are assisting with portfolio analysis, client strategy implementation and servicing the team's existing employer retirement plans.  Additionally, she is the primary coordinator for the financial planning process for all clients.  Jackie is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and Series 66 FINRA registrations.  Prior to joining UBS, Jackie worked as a Registered Client Associate at Merrill Lynch in Blue Bell.  Jackie is a graduate of the University of Southern California with a Bachelor of Arts in Communication and a minor in Business.  Active in her local community, Jackie is on the board of NextGen and serves on the Board of Trustees at the Jewish Federation of Greater Philadelphia. Jackie resides in Center City, Philadelphia. 

Registered States:
CA, DE, FL, IL, MA, MD, MI, NC, NJ, NY, PA, VA

Roseann has worked in the financial services industry for over 25 years.  Prior to joining the UBS branch in Conshohocken, PA, she was with Morgan Stanley for 8 years.  As a Senior Client Service Associate, Roseann is responsible for all administrative functions relating to account opening and maintenance, as well as, new client onboarding and transfers.  Roseann is often the initial point of contact for clients; assisting with daily cash flow needs, answering operational questions and scheduling meetings.  Roseann is a lifelong resident of South Philadelphia and loves spending time with her growing family.  Most recently, welcoming her first grandchild, Mia Rose.