Lasting relationships. For all that matters

Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

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Amy Castar, AAMS

Senior Vice President–Wealth Management

Financial Advisor

Amy began her Wall St. career at Lebenthal & Co. a leader in municipal bonds. In an effort to strengthen her desire to provide clients a comprehensive wealth management experience Amy joined UBS in 2006. Amy’s practice is built upon the well-established relationships and experience she has developed in her over three decades in the business. Offering a customized and personal approach to wealth management, Amy takes the time to learn what’s most important to her clients through a detailed discovery and planning process that continues throughout their relationship to help her clients achieve their evolving short and long-term financial goals.

Amy resides in the North Shore of Long Island living with her husband and son, and frequently visiting with her daughter who lives in Jersey City. While not working Amy enjoys golf, outdoor adventures, and spending time with family and friends.

Amy has strong ties to the Port Washington community through affiliations with her Temple, Hadassah, and her support of local charities.

Registered States:
  • AZ
  • CA
  • DE
  • FL
  • IL
  • MA
  • MD
  • ME
  • MI
  • NJ
  • NY
  • PA
  • RI
  • VA

Credentials

  • Accredited Asset Management Specialist
One Jericho Plaza
Jericho, NY 11753

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Turn possibilities into a plan

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A leading global wealth manager

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Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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