Senior Vice President–Wealth Management
Financial Advisor
Debra started in the financial industry in 1971 with Bache & Co. In 1984, Debra became one of the first female branch managers in New York State. She pioneered the first financial planning office of the newly formed Prudential Bache Securities in Massapequa, NY. For the next 20 years this office was the premier financial planning center on the south shore of Long Island. Debra joined UBS in October 2010, bringing 40 years of experience in communication and relationship building. She delivers a personalized approach for each client through comprehensive and holistic wealth management. Debra resides in Massapequa, NY with her husband, Edward. Debra and Edward have been married for 40+ years. Her daughter, Samantha, resides in Pittsburgh, PA and is a graduate of Carnegie Mellon University.
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Senior Vice President–Wealth Management
Financial Advisor
Debra started in the financial industry in 1971 with Bache & Co. In 1984, Debra became one of the first female branch managers in New York State. She pioneered the first financial planning office of the newly formed Prudential Bache Securities in Massapequa, NY. For the next 20 years this office was the premier financial planning center on the south shore of Long Island. Debra joined UBS in October 2010, bringing 40 years of experience in communication and relationship building. She delivers a personalized approach for each client through comprehensive and holistic wealth management. Debra resides in Massapequa, NY with her husband, Edward. Debra and Edward have been married for 40+ years. Her daughter, Samantha, resides in Pittsburgh, PA and is a graduate of Carnegie Mellon University.
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Christopher, who has more than 22 years of industry experience and who is an accredited portfolio manager, is a graduate of Fordham University with a degree in finance. Christopher’s background in insurance, coupled with his knowledge of technical analysis and economics, allow the team to better manage risk. By researching financial, political and world events, he translates the information into defensive and offensive strategies for our clients to put them on a more prudent track toward realizing their long-term goals. Chris' belief is to discuss your life goals and wishes in order to create your personalized financial BluePrint. Chris resides in Kinnelon, NJ with his wife and two children, Justin and Matthew.
CA License #0C99348
Senior Vice President–Wealth Management
Financial Advisor
Christopher, who has more than 22 years of industry experience and who is an accredited portfolio manager, is a graduate of Fordham University with a degree in finance. Christopher’s background in insurance, coupled with his knowledge of technical analysis and economics, allow the team to better manage risk. By researching financial, political and world events, he translates the information into defensive and offensive strategies for our clients to put them on a more prudent track toward realizing their long-term goals. Chris' belief is to discuss your life goals and wishes in order to create your personalized financial BluePrint. Chris resides in Kinnelon, NJ with his wife and two children, Justin and Matthew.
CA License #0C99348
Client Associate
Jonathan is the new addition to the BluePrint Wealth Consultants team. As his role of a Client Service Associate, he bring in 2+ years of experience in the financial services industry and is licensed with his Series 7 & 66. He is focused on establishing closer relationships with our clients to help them manage their day to day service needs. He is responsible for ensuring the highest level of proactive service to all of our clients. Born and raised in Locust Valley, NY, Jonathan began his financial career at Merrill Lynch as a Client Associate before moving to UBS. In his free time, he enjoys watching soccer, playing golf and spending time with his Fiance, Uma.
Client Associate
Jonathan is the new addition to the BluePrint Wealth Consultants team. As his role of a Client Service Associate, he bring in 2+ years of experience in the financial services industry and is licensed with his Series 7 & 66. He is focused on establishing closer relationships with our clients to help them manage their day to day service needs. He is responsible for ensuring the highest level of proactive service to all of our clients. Born and raised in Locust Valley, NY, Jonathan began his financial career at Merrill Lynch as a Client Associate before moving to UBS. In his free time, he enjoys watching soccer, playing golf and spending time with his Fiance, Uma.
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.
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.
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