Insight-based advice

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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.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Sevan-Chakiryan

    Sevan Chakiryan

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KS
    • MA
    • MD
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • VA
    • WA

    Sevan is a former Goldman Sachs Direct Access Sales Manager, as well as a member of the New York Stock Exchange and successful small business owner.

    With his lifetime of experience in financial services along with his in-depth understanding of financial markets, Sevan helps to place our team in an even stronger position to advise our clients to pursue their goals and meet any furture challenges that may arise.

          One Jericho Plaza
          Jericho, NY 11753
        • Esther-Barnett

          Estola Miller "Esther" Barnett, CRPC

          First Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • IL
          • KS
          • MA
          • MD
          • NC
          • NJ
          • NM
          • NY
          • OH
          • PA
          • RI
          • SC
          • TX
          • VA

          Estola has more than 20 years of wealth management experience. She began her financial services career at E F Hutton/Shearson Lehman Hutton as a sales assistant and later joined Merrill Lynch in 1990. She became a member of the Chakiryan Group in 1999 and transitioned to UBS in 2005. Being a Chartered Retirement Planning Counselor she is able to gain in-depth knowledge of the clients needs both before and after retirement. Estola graduated from Southlands College in London, England and obtained her Bachelors of Science in Business Administration from Adelphi University in Garden City, NY.

            • Adelphi University, B.S. Business Administration
            • Southlands College, London, England
            • Chartered Retirement Planning Counselor℠
            One Jericho Plaza
            Jericho, NY 11753
          • Suzanne-Repole

            Suzanne Marie Repole

            Senior Wealth Strategy Associate

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            • CA
            • CO
            • FL
            • NJ
            • NY
            • VA

            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.

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

              The Year Ahead - Sustainable Investing

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              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.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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