Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Oculus NYC

Alon Plitt

Vice President–Wealth Management

Financial Advisor

Alon has been delivering custom solutions to individuals and institutions for over 20 years. He prides himself on building deep and long-standing relationships based upon competence and trust. Alon assists his clients with all facets of financial planning, including investments, retirement plans, insurance, and estate planning.

Alon takes particular satisfaction in analyzing clients' big-picture situations and formulating individually-tailored strategies to meet their goals. He often functions as his clients' 'personal CFO,' collaborating with their accountants and attorneys to achieve the best results. Alon advises clients ranging from individuals to educational institutions, charitable organizations and foundations, and complex family businesses.

Alon is a New York native currently residing in Briarcliff Manor with his wife Julie and three children.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • MI
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
299 Park Avenue
New York, NY 10171
  • (212) 309-3108

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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Wealth, from your point of view

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.

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In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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