Experience Makes all the difference

Timothy Donnelly

Managing Director - Wealth Management
732-219-7242

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Tim joined UBS in 1999 and has more than 30 years of experience in the financial services industry. He is a Managing Director and a member of the UBS Chairman's Council which includes the Top 215 Financial Advisors nationally. He was named one of Barron’s Top 1,000 Financial Advisors in 2009, 2010 and 2012.

Tim primarily works with high net worth families, executives of publicly traded companies and private business owners. His focus is to provide wealth planning strategies which integrate strategic and tactical asset allocation, risk management and estate planning while emphasizing tax efficiency. He is a graduate of Rider University, with a B.S. in accounting.

Tim served on the Board of Directors of the United Way of Monmouth County for over five years and is involved in other local charities.


Registered States:
CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OH, PA, PR, SC, TN, TX, VA, VT, WI


Gregg P. Donnelly

732-219-7245

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Gregg graduated from the University of Pittsburgh in 2012 with a Bachelor's degree in History. He went on to Temple University where he earned a Master's Degree in 2015. Gregg has been with UBS since 2017 working with clients and supporting financial advisors with financial planning. He holds his Series 7 and Series 66 licenses.

 Gregg's focus will be on monitoring account performance, client reporting, trading and providing high level client service.


Registered States:
CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV, NY, OH, PA, PR, SC, TX, VA, VT, WI


Brenda L. Sasso

Senior Client Service Associate
732-219-7284

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Brenda has more than 20 years of experience in the financial services industry. Her focus is to maintain a high level of client service and provide administrative support to the team.

Brenda graduated from Southern Connecticut State University with a B.S. in economics. Brenda holds her Series 6,7,9,10 and 63 licenses as well as her Life & Health insurance licenses.


Registered States:
CA, CT, FL, MA, NH, NJ, NY, PA


Maureen Ann Barrett

Senior Client Service Associate
732-229-7254

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Maureen graduated from Georgian Court College earning a Bachelor of Arts Degree in History and a minor in Political Science. She has worked in the financial services field since 2000 beginning her career at Morgan Stanley.  Maureen has spent the last several years at Morgan Stanley, Smith Barney and Wells Fargo and has joined my team at UBS to continue her professional development.  Maureen holds her Series 7, 63 and 33 licenses as well as her Life & Health Insurance licenses.


Registered States:
FL, MD, NJ, NY, PA