UBS Wealth Management USA announced today that five advisor teams from the firm’s Mount Laurel, New Jersey office have been named to the Forbes Best-In-State Wealth Management Teams list for 2023. The Forbes rating is compiled by SHOOK Research and awarded annually in January, based on information from a 12 month period ending in March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
The Fendrick Group placed fourth in South Jersey, while the Gendelman McGinley Group placed 13th, Pinnacle Wealth Partners ranked 33rd, Atlantic Legacy Group placed 36th and Banks Ziegler Carter Group ranked 37th in South Jersey, respectively.
“This is a significant accomplishment for all five teams, and we’re proud to see them recognized on this prestigious industry list,” said Ellen Pierce, Mid-Atlantic Market Executive at UBS Wealth Management USA. “While we are thrilled, we are not surprised by their inclusion, as these teams are made up of talented individuals who are passionate about helping clients reach their financial goals.”
The Fendrick Group
The Fendrick Group is led by Financial Advisors Mark Fendrick, Jamison Licausi and David Ostrum.
Mark Fendrick is a Certified Financial Planner™ and Senior Portfolio Manager who joined UBS in 2008. Over his 39 year career, in recognition of his success and leadership within the industry, Mark has achieved top Advisor recognition from publications such as Forbes, Barron’s and the Financial Times. He earned a Bachelor’s degree in accounting at the University of Delaware and a Master of Business Administration with concentration in Investment Management from Drexel University. Mark is a leader within his local community as well, having served in various leadership roles with nonprofits and charitable organizations in the South Jersey area.
Jamison Licausi has been helping clients for nearly two decades. Jamison, a Certified Financial Planner™, started his career with a municipal bond firm in Northern New Jersey. He transferred in 2007 to the Cherry Hill branch to join The Fendrick Group, and moved to UBS with the team in 2008.
David Ostrum, a Certified Financial Planner™, joined the Fendrick Group in 2014. David earned a Bachelor of Science in Finance at Pennsylvania State University and a Master of Business Administration from Temple University’s Fox School of Business. He did his training in London, England, specializing in foreign exchange and international equity, and later became a finance manager supporting equity trading desks.
Gendelman McGinley Group
The Gendelman McGinley Group is led by Financial Advisors Richard Gendelman and Christine McGinley, and supported by Executive Director Buddy Buzzerd.
Richard Gendelman has been in practice for more than 35 years, and he focuses on providing clients with a comprehensive and integrated perspective in the areas of investment management, retirement planning, private wealth transfer, legacy planning, charitable strategies, and liability planning. Rich periodically travels to Washington, D.C. to meet with members of Congress to discuss issues important to investors.
With more than 20 years of financial services experience, Christine McGinley devotes much of her time to the unique needs of corporate executives. She also assists the team’s corporate clients in assessing strategies for retirement planning needs and various employee incentive programs.
Buddy Buzzerd joined UBS in 2008 in Hunt Valley, MD, and has served in Southern New Jersey since 2011. He has a Certified Financial Planner™ designation, Series 3, 7, 8, 31 and 66 securities licenses, and New Jersey Life and Health Insurance licenses.
Pinnacle Wealth Partners
Pinnacle Wealth Partners is led by Financial Advisors Douglas Pires and Steven Goldman.
Douglas Pires began his career in the financial services industry in 2003. As a Certified Financial Planner™, he focuses on retirement planning, estate planning strategies and liability management, which enables him to assess potential risks and weaknesses in clients’ wealth plans.
Steven Goldman has extensive experience in professional portfolio construction and comprehensive financial planning for the complex needs of high net-worth individuals. Steve’s strength is in creating and executing well- thought-out and adaptable holistic wealth management plans that addresses clients’ financial needs and goals.
Atlantic Legacy Group
The Atlantic Legacy Group is supported by Financial Advisors Lynn Fryckberg, Lulu Zappy and Jordan Teichman.
Lynn Fryckberg is a seasoned professional with over 39 years of experience. She was one of the original “pioneers” for women in the traditionally male-oriented fields of financial and investment planning. Her passion for working with clients has positioned her to now represent the fourth generation of investors in many of the families Lynn works with today. By concentrating on clients’ concerns in a highly complex world, Lynn focuses on retirement planning, estate planning, long-term care needs, life cycle planning for legacy intentions, and insurance planning.
Lulu Zappy has been in the industry for over a decade. Her focus is on developing strategies and recommendations for business owner and executive clients to help them pursue their short and long-term financial goals. Lulu believes financial planning starts with education. Empowering clients with the knowledge and ability to make sound financial decisions is her most rewarding accomplishment.
Jordan Teichman focuses on creating and actively maintaining customized financial and retirement plans for affluent individuals and families that address the specific needs, wants and goals of future years and generations. The cornerstone of her business is the personal level of service she offers coupled with disciplined investment and risk management.
Banks Ziegler Carter Group
The Banks Ziegler Carter Group is led by Financial Advisors William Banks, Janet Ziegler, Sean Carter and supported by Financial Advisor Rory Banks.
William Banks has over 42 years of experience in the financial services industry. Bill obtained his Certified Financial Planner™ certification in 1986. He employs technical as well as fundamental research in his disciplined investment strategy. In doing so, Bill feels strongly that the team has a unique and differentiated approach to investment management.
Janet Ziegler has obtained her Certified Financial Planner™ and her Chartered Retirement Planning Counselor™ certifications. She specializes in financial planning – developing a deep understanding of client goals and objectives, analyzing retirement, cash flow and investment requirements, as well as examining each client’s education savings and estate planning needs.
Sean Carter focuses on working with professionals and their families to create custom financial plans tailored to individual needs. Over the years, Sean has worked alongside William Banks to develop a deep understanding of technical analysis and the finer points of portfolio management. To better serve clients, Sean has obtained both his Certified Financial Planner™ and his Chartered Retirement Planning Counselor™ certifications.
Rory Banks was accepted into the UBS IGAP (Intergenerational Advisor Program) in 2018. He spent two years working in the Wealth Advice Center working with clients from around the country. During his last year in the program, Rory spent time on the Wealth Planning desk and then worked on UBS’s Wealth Advisory Desk assisting other financial advisors in finding solutions for their respective clients.
For the full list and further information visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/?sh=62b1395876f2. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For designation disclosures, visit ubs.com/us/en/designation-disclosures. Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.
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About UBS
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 29% in Switzerland, 20% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
