Experience

That inspires confidence

Holistic Wealth Management, somtimes an overused term. Truly understanding how to deliver that experience is what separates ADM Wealth Management from everyone else.

We know and understand what the affluent investor wants, allowing you to work with a true team of world class professionals. We will guide you every step of the way from Investments to Advanced Planning matters, Wealth Transfer, Wealth Protection, Wealth Preservation. We will come to know your investor personality; you could very well be a family steward, accumulator, independent etc. Whatever your profile is, we will help you learn how to retire successfully.

We look forward to having you as part of our family.

Armand Del Medico

Senior Vice President

Financial Advisor

As a private client advisor, Armand works closely with senior-level executives, business owners, professionals and their families to not only navigate the complexities of their wealth, but also to reserve and grow their assets. Before joining UBS in 2009, Armand was a Senior Vice President and Wealth Advisor for Morgan Stanley for more than 10 years. Prior to his joining Morgan Stanley, Armand had an extensive career in the sports industry. In that role, Armand was president/CEO of a privately held sports products company, which included overseas marketing, player representation and public relations. Armand has both a Certified Financial Planner™ (CFP®) and Certified Investment Manager Analyst (CIMA®) certification.

Armand's specializes in being a "Personal Chief Financial Officer" to clients who are in periods of transition in their lives. Ranging from job transitions, a loss in the family, or divorce; Armand offers value to his clients in being able to financially guide his clients through these crucial transitions in life to give them as much security as possible in these emotional times. By understanding his client's personalities and needs Armand is able to offer this guidance in a unique way.

Armand is also currently a Trustee of Cento Amici, a charitable organization that provides scholarships to NJ students. He is also on the Board of Trustees of the Kips Bay Boys and Girls Club of New York. He is a graduate of Sacred Heart University with a bachelors degree in Finance/Economics. He resides in Connecticut with his wife, Carolyn, and they have a son Andrew who lives in New York City.

 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • RI
  • SC
  • TX
  • VA
  • WA

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
299 Park Avenue
New York, NY 10171

Email Me

Jamal Davis, CFP®

Financial Advisor

Jamal joined UBS in 2016 after working for GE Capital for 5 years. While at GE Capital, he successfully completed GE’s Financial Management Program. After finishing the program, Jamal joined the Sales and Trading desk for middle market loans in New York City, where he focused on compliance and trading activity. Jamal was also part of the African-American Forum while at GE Capital. Upon joining UBS he focused solely on creating goal based and cash flow plans for high net-worth prospects and clients. From planning a home purchase to preparing for retirement, he values getting to know clients and making sure they have the right tools in place to reach their goals. Through this extensive planning process, Jamal is able to help clients
identify and strategize ways to achieve their goals. He does this by aiding clients through managing risk, gaining insight into their estate planning, and continually utilizing the resources of UBS and the team's network to provide clients with the services they are seeking. Jamal is a CERTIFIED FINANCIAL PLANNER (CFP) and has earned the Accredited Wealth Management Advisor (AWMA) designation. He is also licensed to sell life and health insurance in New York State and California.

Jamal graduated from Middlebury College. He is very involved with his alma mater as he serves on the Middlebury Alumni Association Board and leads the NYC Middlebury Alumni chapter. Jamal, his wife, Kaitlyn, and son James reside in Brooklyn, NY.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • ME
  • NC
  • NH
  • NJ
  • NY
  • PA
  • RI
  • TX
  • VA
  • VT
  • WA
299 Park Avenue
New York, NY 10171

Email Me