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.

Four people meeting in glass office

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.

  • Charles-Crystal

    Charles Crystal, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • PA
    • TN
    • TX
    • VA
    • VT
    • WA

        • CERTIFIED FINANCIAL PLANNER™
        • Senior Portfolio Manager
        • Retirement Plan Consultant
        One Jericho Plaza
        Jericho, NY 11753
      • Christine-Finocchio

        Christine Finocchio, CRPS®

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • MA
        • MD
        • ME
        • MI
        • NC
        • NJ
        • NV
        • NY
        • PA
        • VA
        • VT
        • WA

            • Chartered Retirement Plans Specialist℠
            One Jericho Plaza
            Jericho, NY 11753
          • Maria-Concilio

            Maria Concilio, CFP®

            Senior Wealth Strategy Associate

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            • AZ
            • CA
            • CO
            • CT
            • FL
            • IA
            • IL
            • IN
            • LA
            • MA
            • MD
            • ME
            • MI
            • NJ
            • NV
            • NY
            • PA
            • VA
            • WA

                • CERTIFIED FINANCIAL PLANNER™
                One Jericho Plaza
                Jericho, NY 11753
              • Patricia-Alcamo

                Patricia Ann Alcamo

                Client Associate

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                        One Jericho Plaza
                        Jericho, NY 11753

                      Focus on liquidity management

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                      Tree

                      UBS and Credit Suisse—stronger than ever

                      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

                      $3.9 trillion

                      In invested assets globally 
                      As of 12/31/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

                      Insights