Experience

Makes all the difference

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

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

Email Me

amy.castar@ubs.com
Amy Castar, AAMS®
One Jericho Plaza,Jericho,NY,11753

Suzanne Repole

Senior Wealth Strategy Associate

Suzanne started her financial services career in 2000 at Merrill Lynch with The Chakiryan Group. In 2005, she transitioned to UBS. Suzanne graduated from State University of New York at Plattsburgh with a Bachelors of Science in Marketing.

Registered States:
  • CA
  • CO
  • CT
  • FL
  • MA
  • NJ
  • NY
  • VA

Education

  • State University of New York at Plattsburgh, B.S. Marketing
One Jericho Plaza
Jericho, NY 11753

Email Me

suzanne.repole@ubs.com
Suzanne Repole
One Jericho Plaza,Jericho,NY,11753