Steven Mortelliti is a Senior Vice President Wealth Management at UBS Financial Services Inc. in Northfield, NJ. With over 25 years of experience in the financial industry, Steven is a CERTIFIED FINANCIAL PLANNER and specializes in goal-based financial planning, investment management, and customized client portfolios. He is dedicated to building lasting relationships with his clients and helping them confidently pursue their life goals.
Steven Mortelliti is recognized for his expertise and has been named one of Forbes Best-in-State Wealth Advisors for multiple years. He is actively involved in his community, volunteering in youth sports programs and serving on various advisory boards. In his free time, Steven enjoys spending time with his family, playing golf, and participating in outdoor sports activities.
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