Wealth advice for your life's goals

Meeting in a office

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Chess board

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.

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    Anthony Cristiano

    First Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • FL
    • LA
    • MA
    • MD
    • MS
    • NJ
    • NY
    • SC
    • TN
    • TX
    • UT

    Anthony Cristiano joined UBS Financial Services after working at Morgan Stanley for 19 years where he held the title of Wealth Advisor and Corporate Retirement Director. From 2008 through 2014, Mr. Cristiano has been nominated as Retirement Plan Advisor of the Year by Plan Sponsor Magazine. In 2012, Mr. Cristiano was named as one of the "Top 100 Retirement Plan Advisors" by Plan Sponsor Magazine. Mr. Cristiano serves on the Board of Trustees of the Jersey City Medical Center Foundation and is a longstanding member of the Board of Directors of the Center for Italian Culture. He lives in Franklin Lakes NJ with his wife and 3 sons.

        • Senior Retirement Plan Consultant
        • Portfolio Manager
        1251 Avenue of Americas
        2nd Floor
        New York, NY 10020
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        Raymond Minicucci

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV

        Raymond began his investment career in 1984 and has gained broad-based experience in the financial services industry serving the wealth management needs of affluent individuals, their families, non-profits, foundations, family offices and corporate retirement plans. He is one of the few advisors to be awarded the Retirement Plan Consultant designation, which identifies him as having the knowledge, skills, and experience to analyze, create, and consult on various defined benefit, defined contribution, and non-qualified benefit plans for our corporate and small business clientele. 

        Raymond and his wife, Kathy, reside in Port Washington, New York and are the parents of three children.

            • Senior Retirement Plan Consultant
            • Chartered Retirement Plans Specialist℠
            • Portfolio Manager
            1251 Avenue of Americas
            2nd Floor
            New York, NY 10020
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            Dominick Minicucci, CFP, CIMA

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IA
            • ID
            • IL
            • IN
            • KS
            • LA
            • MA
            • MD
            • ME
            • MN
            • MS
            • MT
            • NC
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • RI
            • SC
            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WI
            • WV

            Dominick is a retired American Olympic gymnast. He was a member of the 1988 United States Olympic gymnastics team in Seoul, South Korea and the Team Captain in 1992 in Barcelona, Spain. Dominick is a highly decorated gymnast who has won medals at the national and international level including the induction into the USA Gymnastics Hall of Fame and Temple University Athletics Hall of Fame.

            During his athletic career, he demonstrated perseverance with focus on individual and team strategy. This has uniquely shaped Dominick into the Financial Advisor he is today. A graduate of Temple University with a B.B.A. in Accounting, Dominick holds the Series 3, 7, 63, 65 as well as Life & Health Insurance licenses. As a Certified Financial Planner™, he develops comprehensive plans to acutely manage the intersection of pivotal life events and capital market cycles. Dominick has also obtained his CIMA® (Certified Investment Management Analyst) designation and is an elite member of the Endowment & Foundation Consultant (EFC) group enabling him to act as fiduciary while consulting on customized solutions in accordance to the philanthropic mission, investment philosophy and financial goals. He also activity advises and offers fiduciary services for companies as a Senior Retirement Plan Consultant.

            Before joining UBS Financial Services, he held advisory roles at Oppenheimer Inc. and Wachovia Securities LLC. Dominick has worked in wealth management and advisory for over 25 years. He currently serves on board for the Wendy Hilliard Foundation and has served on boards for The US Olympic Committee and USA Gymnastics Foundation.

            Dominick and his wife, Christy, currently reside in Monroe Township, NJ with his two children.

                • CERTIFIED FINANCIAL PLANNER™
                • Senior Retirement Plan Consultant
                • Portfolio Manager
                1251 Avenue of Americas
                2nd Floor
                New York, NY 10020
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                Tara Venneri

                Investment Associate

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                • CA
                • CT
                • FL
                • NJ
                • NY

                Tara began her professional career in 1994 at Prudential Securities as an Executive Administrative Assistant. She has been with UBS Financial Services since 2009; her responsibilities include gathering retirement plan level data, enrollment meeting preparation, and operational management for the team's clients.

                Tara resides in Aberdeen, NJ with her husband and son.

                      1251 Avenue of Americas
                      2nd Floor
                      New York, NY 10020

                    What did the Fed say?

                    Retirement planning

                    Retirement planning

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                    Multigenerational planning

                    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.

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                    As of 06/30/2022

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