UBS Financial Services
Ted joined the Financial Services industry in 1994 as a Financial Advisor with Merrill Lynch in the World Financial Center, NYC.Over the next twenty years he held numerous positions with Merrill Lynch. In April 2000 he transitioned from Financial Advisor to a career in Leadership. Those roles included: Regional Sales Manager in Washington, DC (2000-2002), Complex Director in Norfolk, VA (2002-2005), Managing Director for Philadelphia Complex (2005-20011), and PA/Delaware Markets, Head of the Affluent Segment for ML (2001-2014). In 2015 Ted had the great fortune to join UBS running the Philadelphia/ South Jersey Complex. Today, he is the Market Head for Pennsylvania. Our eight offices comprise 150 FAs, 85 CSAs, and an outstanding Leadership Team supported by incredible specialists.