wiseradvisor

Steven Kalodner
UBS Financial Services

Tel: (856) 985-2041
501 Fellowship Road
Suite 302
Northfield, NJ 08225
UBS Financial Services | Financial Advisor in Northfield ,NJ

About UBS Financial Services

With a 150-year history and a network of offices in over 50 countries on 5 continents, UBS has extensive experience managing the wealth of individuals.

Our global strategy is centered on strengthening UBS's leading Wealth Management Americas franchise while integrating and finding synergies among the Investment Bank and Asset Management divisions to deliver outstanding solutions for our clients.

The UBS Wealth Management Americas approach is based on the trusted relationship of our Financial Advisors and their clients. Our experienced Advisors are committed to understanding clients-needs and delivering insightful, informed advice to help them realize their dreams.

Pursue what matters most

At the end of the day, it's not just about wealth. It's about what your wealth can accomplish. Together, you and your UBS Financial Advisor can help prepare your financial life for today, tomorrow and generations to come so you can stay focused on what matters most, no matter what the markets are doing. That's our focus as the world's largest wealth management firm.


General Information

Firm Start Year:   1986
Name of Broker/Dealer:   UBS Financial, Inc
Number of Years with Current Firm:   8
Work Experience:   I have provided investment guidance and advice for 32 years and I still enjoy meeting and working with people to help them live their dreams whatever their dreams are.
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Annuities, Insurance, Stocks, Commodities, Alternative Investments, Options & Futures, Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Mortgages & Real Estate, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, At your home, At your office, Via email, Video Conference, Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Health, Annuity, Long Term Care, Variable Annuity, Variable Life


Firm Information

Firm's Number of Clients:   225
Firm's Number of Planning Clients:   225
Firm's Number of Managed Clients:   225
Assets Managed by Advisor:   110,000,000


Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   250,000


Education

Bachelor of Science - Finance  The Pennsylvania State University - University Park, PA
Aug 1982-May 1986


Steven Kalodner

Steven Kalodner

Wealth is built over a long period of time and there are no short cuts. Over the past 30 years Steven has helped clients like you manage wealth throughout good times and bad by virtue of shared values for hard work, integrity, and honesty instilled in him as the son of two teachers. Steven believes accessibility and communication are important in a relationship and his actions of being available by phone, email or face to face daily speak this truth louder than words.

Born and raised in Northeast Philadelphia, Steven began his career in 1986 after graduating from the Penn State with his Finance Degree. Today, as Senior Vice-President - Wealth Management for UBS, Steven was recognized as one of Philadelphia's Premier Wealth Advisors by the Philadelphia Business Journal in 2011.

A family man, Steven and his wife Jodi enjoy traveling and spending time with their three children, Nicole, Brooke, and Dylan.

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My Services

Financial Advice & Consulting

We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.


Financial Planning for Individuals


Portfolio Management

Our relationship forms the basis of all of our work together. We don't make decisions for you  we make them with you. We listen closely when you share your priorities and concerns. Our discussions help us provide guidance so that you can gain control, weigh your next steps and create the right course of action. It all comes down to delivering advice that is relevant to your life and your financial success.


My Team

Mark  Fleming
Mark Fleming Director, Branch Manager, Financial Advisor
Mark received a Bachelor of Arts in Economics from Rowan University in 2000. He entered the Financial Services industry in 2000 at Pershing, LLC. in Jersey City, NJ. In 2003 he joined Waddell and Reed, as a Financial Advisor. He then worked for Merrill Lynch as a Financial Advisor and later as a sales manager at the Financial Advisory Center in Hopewell, NJ. Mark joined UBS Financial Services in 2008 as a Complex Administrative Manager in Princeton, NJ. He now serves as the ...more

Sheila  S. Dixon
Sheila S. Dixon Registered Client Service Associate
Sheila's career began in 1980, in Santa Ana California. In the course of her career, Sheila has worked in various capacities from branch wire operator to administrative manager. Sheila attended University of Phoenix and received her Bachelor of Science in Management. In addition, Sheila maintains her Series 7,63 and 65 registrations and insurance license. Sheila provides full administrative and operational support to our clients. She communicates regularly with clients and is av ...more