Your life's goals

Wealth management to help you get there

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Mark Addessi Profile Photo

    Mark Addessi

    Senior Vice President–Wealth Management

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    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WI
    • WY

    An industry veteran since 1982, Mark has been with the same firm his entire career;  Kidder Peabody and by acquisition PaineWebber and UBS Financial Services Inc.  He has vast expertise in many areas of Wealth Management and looks to provide clients with customized wealth management advice and  personalized service.  Mark has extensive experience in providing solutions such as asset allocation, manager selection, individualized fixed income portfolios and alternative investments. He also focuses on estate planning and liability management.

    Professional Experience

    • UBS Financial Services Inc.  - Senior Vice President - Investments


    Accomplishments

    • Corporate Stock Benefit Consultant, UBS Financial Services Inc.


    Education

    • B.A. Economics Boston College


    Licenses

    • Series 3, National Commodity Futures
    • Series 7, General Securities Representative
    • Series 63, Uniform Securities Agent
    • Series 65, Investment Advisor Representative

    NYS Insurance Licenses

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    • Boston College, B.A. Economics
    • Corporate Stock Benefit Consultant
    1285 Avenue Of The Americas
    New York, NY 10019
  • Amy Mahoney Profile Photo

    Amy Mahoney, CFP

    Senior Wealth Strategy Associate

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    • CA
    • CO
    • CT
    • DC
    • FL
    • ID
    • IL
    • MA
    • ME
    • MN
    • NC
    • NJ
    • NM
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WI

    Amy has worked with private clients at our firm for 22 years, including its predecessor firm PaineWebber.  She received the CERTIFIED FINANCIAL PLANNER® designation in 2002, and is trained in personal financial planning, retirement planning, tax and estate planning strategies.  Amy works extensively with individuals to develop customized financial plans which promote total wealth management.  By understanding client goals and risk tolerance, she creates custom asset allocation models and investment recommendations based on financial objectives and risk parameters. 

    Professional Experience

    • UBS Financial Services Inc.  – Senior Wealth Strategy Associate


    Accomplishments

    • CERTIFIED FINANCIAL PLANNER® designation
    • Corporate Stock Benefit Consultant, UBS Financial Services Inc.

     

    Education

    • B.A Political Science/Sociology  - State University of New York
    • CERTIFIED FINANCIAL PLANNER® designation - NYU


    Licenses

    • Series 7, General Securities Representative
    • Series 63, Uniform Securities Agent
    • Series 65, Investment Advisor Representative

      • State University of New York, B.A. Political Science/Sociology
      • CERTIFIED FINANCIAL PLANNER™
      1285 Avenue Of The Americas
      New York, NY 10019
    • Laurie O'Connor Profile Photo

      Laurie O'Connor

      Client Associate

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      • CA
      • CT
      • DE
      • FL
      • IL
      • MA
      • NC
      • NJ
      • NY
      • OH
      • RI
      • SC
      • VA

      Laurie has over 20 years of experience in the financial services industry and just reached the 10 year milestone with UBS as a Senior Client Service Associate.

      She handles all client service and administrative problem-solving with flawless precision. She is excellent at what she does, and does it with a smile.

      Laurie is a Long Island native and Graduate of SUNY Stony Brook who now loves living in New York City.

        • SUNY Stony Brook
          1285 Avenue Of The Americas
          New York, NY 10019

        What did the Fed say?

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        Legacy—Wealth for others

        For needs that go beyond your own—to help you improve the lives of others

        What will your legacy be?
        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

        Learn more at ubs.com/wealthway.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager