Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.
Before Mitch joined UBS, he was a Financial Advisor at Morgan Stanley Smith Barney and Merrill Lynch for 23 years. He works closely with clients to build balanced and diversified investment portfolios that match the needs and risk profiles of his clients. Mitch is a staunch believer in financial literacy and education and has often been tapped to discuss family financial issues on CNN, CNBC, Fox Business, Bloomberg, News 12 NJ and several radio programs across America. He previously served two terms on the Westfield Board of Education. Mitch received his B.A. from George Washington University.
AZ, CA, CT, FL, MA, ME, MI, NC, NJ, NY, PA, TN, VT, WI
Ann Trainor, CRPC®, CRPS®
Ann Trainor, a Chartered Retirement Planning Consultant and Financial Advisor for more than 10 years, helps develop financial plans to address clients’ retirement and education funding needs and wealth transfer to heirs and philanthropic goals. Before Ann joined UBS in 2010, she was a Financial Advisor at Morgan Stanley Smith Barney through the merger of Schroders in June 2000. Ann previously served on the Board of Directors for the US Committee of UN Women, where she was a chair on the finance committee. Ann received her B.S. from Cornell University and her M.B.A. from the Stern School of Business at NYU.
AL, AZ, CA, CT, FL, IL, MA, ME, MI, NJ, NY, PA, RI, TN, VT, WI
Senior Client Service Associate
Kristle joined UBS in 2010 with Mitch and Ann. Before joining, she became a Client Service Associate at Morgan Stanley Smith Barney in June 2004 after receiving her B.A. from Fairleigh Dickinson University College at Florham. She is the first point of contact when inquiring about client services or administrative issues. Kristle works closely with all our clients to assure that their day-to-day needs are being addressed. Some of her responsibilities include gathering information from client forms to open accounts, helping clients utilize their online accounts,etc.