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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                      ElectionWatch 2024

                      24 questions for the '24 US election

                      Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                      The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                      Download the report

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