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
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • KS
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • RI
  • SC
  • TN
  • VA
  • VT
  • WA

Credentials

  • Accredited Asset Management Specialist
One Jericho Plaza
Jericho, NY 11753
  • (516) 745-8811

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UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

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