As a 25+ year veteran Advisor, Angie has helped clients manage their wealth through both high growth periods in the economy and tumultuous markets. By utilizing both traditional and innovative investment solutions, along with an in depth planning approach, Angie specifically tailors portfolio’s to ultimately meet client’s goals. Whether considering Retirement, Education or Estate Planning, an Unexpected Life Event, or simply Protecting and Growing Assets, a deeply developed understanding of each client’s situation allows personalization of every detail. Angie is motivated and energized by opportunities in the financial markets and being able to pass that on to her clients. Angie has a true passion for investing and enjoys sharing her knowledge with curious investors
Angie joined UBS after 19 years at Smith Barney in 2004. As a Senior Vice President, She earned both the Private Wealth Advisor and Portfolio Manager Designations which allows her the ability to customize approaches for clients with various needs. She has been named to the Forbes Top Advisor List in NJ as well as the Top Woman Advisors/US List for 2019,2020, and 2021. A graduate of Syracuse University, Angie is FINRA registered and holds Series 7, 63 and 65 securities licenses as well as licenses for Life, Accident, and Health insurance and Variable Annuities. She enjoys spending time with her large extended family.