Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Gary Tantleff

Managing Director - Wealth Management
Financial Advisor
908-470-6208

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Gary brings more than 28 years of financial services experience to UBS. He specializes institutional investing working with approximately 500 institutions throughout the United States, specializing in credit unions, smaller banks, self-directed IRA custodians and administrators, and so on.

He was instrumental in starting the first credit union group at UBS Financial Services Inc. With a thorough understanding of that market and support of the firm, he is committed to providing the highest level of service to his clients nationwide. Putting his clients first earned Gary the distinction of being named to Barron’s “Top 1,000” Financial Advisors in America in 2011 – 2013, and the "Top 1,200" Financial Advisors in 2014-2015. He was further recognized in 2013 and 2014 as the #1 advisor in New Jersey by Barron's. He has also been among the “Top 100 Wirehouse Advisors” list in Registered Rep Magazine. A graduate of Trenton State College, Gary earned a B.S. in finance and holds Series 7 and 63 securities licenses. Outside pursuits include playing basketball and golf and spending time with his wife and four sons. He is very active in coaching his sons in a number of sports.


Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI


James Dill

Financial Advisor
Portfolio Management Program Financial Advisor
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908-470-6222

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Before joining the team in 2007, James served as a financial advisor with Summit Financial Resources Inc. He received a B.S. in business management science from Kean University in Union, New Jersey, and holds Series 7, 31 and 66 securities licenses, as well as life and health insurance licenses. A resident of Stirling, New Jersey, James enjoys playing golf and basketball.


Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI


William "Bill" Kurdyla

Senior Wealth Strategy Associate
908-470-6236

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William has gained invaluable experience during his career. He has held positions with several well-known financial organizations, including Wachovia Securities and Morgan Stanley. He earned a B.S. in economics and finance from Fairleigh Dickinson University and subsequently obtained Series 7, 31 and 63 securities licenses, as well as life and health insurance licenses. He is a member of the CFA Institute and New York Society of Security Analysts. William and his wife live in Wood Ridge, New Jersey, with their two daughters.


Registered States:
AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA, WI


Christopher Reicen

Client Service Associate
908-470-6251
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Chris joined the team in 2012  as a registered client service associate. He also brings a strong background in branch technology, and is a key individual in technology updates and enhancements to the Warren branch. Chris lives in West New York, NJ with his wife Ana, and their three children.


Registered States:
NJ


Sharon M. Magner

Senior Client Service Associate
908-470-6218

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After graduating with honors from Manhattan College, with a double major in Finance and International Business, Sharon began her career in the industry in 1999 as a Client Service Representative at Salomon Smith Barney.  She soon obtained her industry licenses, including the 9/10, and moved to the corporate offices in NYC to work closely with the Divisional Director and his team.  After 6 years, she returned to the branch system in NJ and joined UBS in July 2011.  She worked closely with management as they grew the complex by over 50% in headcount and revenue.   Through her experience in various areas of management, Sharon always returns to the basics of client service, and judges her success on how well she can help others.  Sharon stays busy as a troop leader for Girl Scouts and as an active sports mom.  She and her family live in Bridgewater, NJ.