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UBS Financial Services, Inc-Zelniker Dorfman Carr Heritage Group

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UBS Financial Services, Inc-Zelniker Dorfman Carr Heritage Group

Categories

Financial & Investment Services

Signature Level Membership

About

We are a full service wealth management team focusing on families and small businesses. We serve as a personal CFO for our clients. Clients come to us for our exceptional service, multigenerational planning, business succession planning and our time proven investment strategies.

Membership Type

Signature Level Membership

Contacts

Primary
Scott Zelniker, CRPC®, CRPS®
Senior Vice President – Wealth Management

Christopher Bostick

Financial & Investment Services
Peter Dorfman
Senior Vice President – Wealth Management

Amanda Evans
Registered Client Service Associate

Ashley Hartley

Jason Hughes

Justin Leins

Ryan Lynch

Tina McCann

Coty Schade

Nicholas Tejeda

Jolene Tepedino
Sr. Client Service Associate

Molly Townsend CFP®
Senior Wealth Strategy Associate

Ashley Waddington

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