Financial planning and beyond

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Morris I. Betesh and his team of investment professionals provide years of industry experience and knowledge. They leverage the global banking and investment insights of UBS Financial Services. Client solutions include asset management, investment advice, lending advice, and customized financial planning. Morris brings a high standard of care to his practice which begins with listening, and truly emphasizes a collaboration with clients to help achieve their goals and dreams.

Beginning his career on Wall Street in 1991, he gained experience as a financial consultant and equity trader for several years. He later took on senior executive roles in the apparel industry and founded a company called Dan Morris Apparel which he sold prior to forming his team at Merrill. Morris’s experience provides him with insights into the many financial strategies that senior corporate executives and entrepreneurs can benefit from.

Morris is a graduate of New York University. He also holds the Series 7, Series 66 FINRA Registrations, as well as the ChFC®, CPFA®, and CRPC® designations. He lives in Brooklyn, New York with his family and he is active in his community. In his spare time, he enjoys playing the guitar, and cycling.

Irving M. Betesh is a managing partner at The Betesh Group, a highly experienced financial advisory team headquartered in New York. Irving provides customized wealth strategy and integrated advice to individuals and families, helping them address their priorities and pursue their goals more efficiently.

As a CERTIFIED FINANCIAL PLANNER™ professional, he leads a multi-disciplinary approach that encompasses investment management, retirement planning, credit and lending, trust and estate planning services, cash-flow analysis, higher education saving, and charitable giving, among others. His thoughtful approach allows him to deliver customized strategies which leverage the entire the investment insight of UBS Financial Services.

Irving is a graduate of the Zicklin School of Business at the City University of New York, Baruch College, where he received a Bachelor's of Business Administration in Finance. In addition to the CFP® certification, he holds his Series 7 and Series 66 FINRA Registrations, as well as Life and Health Insurance licenses. Irving lives in New York and is an active member of his community in Brooklyn. He enjoys reading, staying active, and spending time with family and friends.

• CERTIFIED FINANCIAL PLANNER®

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• NC
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• NM
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• VT

Dina is a Senior Registered Client Associate at UBS. Dina began her career in Financial Services in 2008 at Oppenheimer & Co. In 2011, she joined Merrill Lynch Wealth Management. Dina graduated from Pace University with a Bachelors of Business Administration degree with concentrations in Finance and Economics. She is responsible for providing clients with a high level of service in various areas. She has built long-standing relationships with clients through an extensive understanding of their needs and the services offered by UBS. She currently holds Series 7 and 66 FINRA registrations.

Prior to joining UBS, Sarina gained experience as an assistant to senior management at Merrill Lynch. Sarina is a graduate of City University of New York, Brooklyn College, where she received a Bachelor's of Business Management. Sarina lives in Brooklyn New York, and is an active member in her local community .She enjoys reading, fitness, and spending time with family and friends.