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.

  • 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
    • RI
    • TX
    • VA
    • VT
    • WA

        • CERTIFIED FINANCIAL PLANNER™
        • Senior Portfolio Manager
        • Retirement Plan Consultant
        One Jericho Plaza
        Jericho, NY 11753
        charles.crystal@ubs.com
        Charles Crystal, CFP®
        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
        • RI
        • VA
        • VT
        • WA

            • Chartered Retirement Plans Specialist℠
            One Jericho Plaza
            Jericho, NY 11753
            christine.finocchio@ubs.com
            Christine Finocchio, CRPS®
            One Jericho Plaza,Jericho,NY,11753
          • Maria-Concilio

            Maria Concilio, CFP®

            Authorized Officer

            Senior Wealth Strategy Associate

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

                • CERTIFIED FINANCIAL PLANNER™
                One Jericho Plaza
                Jericho, NY 11753
                maria.concilio@ubs.com
                Maria Concilio, CFP®
                One Jericho Plaza,Jericho,NY,11753
              • Patricia-Alcamo

                Patricia Ann Alcamo

                Client Associate

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                        One Jericho Plaza
                        Jericho, NY 11753
                        patricia.alcamo@ubs.com
                        Patricia Ann Alcamo
                        One Jericho Plaza,Jericho,NY,11753

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                      Outlook on interest rates

                      Tree

                      UBS and Credit Suisse—stronger than ever

                      Global Wealth Report 2024

                      Crafted wealth intelligence

                      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                      Gain additional insights into the trends shaping wealth in the US and around the world.

                      Download the report

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $5.8+ trn

                      UBS Group invested assets
                      As of 03/31/2024

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

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