Let's move forward. Together.

Generational Family on Beach

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.

GROUP STANDING

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.

  • WIRTHEIM 2024

    Michael Wirtheim

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • KY
    • MA
    • MD
    • ME
    • MI
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT

    Michael earned a B.S. in communications from Cornell University. His focus is in the areas of retirement planning, professional groups and corporations, insurance and wealth management services. Prior to UBS, Michael served as a Financial Advisor for Morgan Stanley. He earlier worked as a management consultant for PricewaterhouseCoopers in New York City, providing customized information technology solutions for Fortune 100 companies. He currently sits on the board of directors for ACCESSCNY. Michael is responsible for business development and client service. He and his family reside in Baldwinsville, NY.

        • Chartered Retirement Plans Specialist℠
        440 South Warren Street
        The Galleries, 6th Floor
        Syracuse, NY 13202
      • R SCOTT

        Ronald D. Scott

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • KY
        • MA
        • MD
        • ME
        • MI
        • MS
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA

        Ron graduated from Michigan State University where he was a goalie on the Spartan's hockey team. He earned a degree in Accounting & Finance and was twice named All-American as a player and twice earned Academic All-American honors. He then played in the National Hockey League for eight years, first with the New York Rangers and later the Los Angeles Kings. He began his career in the financial services industry in 1991 with PaineWebber. After transferring to Key Bank and McDonald Investments he moved his business to UBS in 2007. Ron currently resides in Skaneateles, NY.

              440 South Warren Street
              The Galleries, 6th Floor
              Syracuse, NY 13202
            • NANCY

              Nancy Collins

              First Vice President–Wealth Management

              Financial Advisor

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              • AK
              • AL
              • AZ
              • CA
              • CO
              • CT
              • FL
              • GA
              • IL
              • KY
              • MA
              • MD
              • ME
              • MI
              • MS
              • NC
              • NH
              • NJ
              • NV
              • NY
              • PA
              • SC
              • TN
              • TX
              • VA
              • VT
              • WA
              • WI

              Nancy has over 30 years of experience in the financial services industry. Much of that time was spent working in a bank trust department. This has given Nancy a unique perspective in which she focuses on the client relationship first. Bringing an understanding of trusts and estates along with knowledge of banking services Nancy helps clients navigate the often confusing world of financial and investment planning. She has been with UBS since 2011. Nancy served on the board of the Onondaga Historical Association, and is a past board member for Hope for Bereaved and Community General Hospital. Nancy attended Syracuse University and earned a degree in Finance and Banking from the University of Hartford, and currently resides in Syracuse, NY. 

                  • Certified Wealth Strategist®
                  440 South Warren Street
                  The Galleries, 6th Floor
                  Syracuse, NY 13202
                • RON M

                  Ronald J. Molinari

                  First Vice President–Wealth Management

                  Financial Advisor

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                  • AL
                  • AZ
                  • CA
                  • CO
                  • CT
                  • FL
                  • GA
                  • IL
                  • KY
                  • MA
                  • MD
                  • ME
                  • MI
                  • MS
                  • NC
                  • NH
                  • NJ
                  • NV
                  • NY
                  • PA
                  • SC
                  • TN
                  • TX
                  • VA

                  Ronald has been proudly helping individual and corporate clientele meet their financial goals for more than 43 years. Ronald specializes in asset management, retirement planning, and corporate employee benefit plans. Prior to joining UBS Financial Services in 2009, he worked for Smith Barney. Ronald holds a B.S. in Civil Engineering from the Rochester Institute of Technology. A native of Central New York, Ron currently resides in Oswego with his wife, Lorrie. 

                        440 South Warren Street
                        The Galleries, 6th Floor
                        Syracuse, NY 13202
                      • MCCANN 24

                        Michael J. McCann

                        Senior Wealth Strategy Associate

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                        • AL
                        • FL
                        • GA
                        • NJ
                        • NY
                        • PA
                        • TX
                        • VA
                        • WA

                        Mike brings his perspective from helping families for over 30 years and works to enhance the team's relationships with its clients as a true strategic member. He coordinates closely with professionals across the firm to develop the full breadth and depth of UBS's Investment and risk management experience to help ensure clients receive the solutions and insights needed to achieve their objectives. In all his work Mike strives to build trust, to be proactive and to deliver great service. Mike resides in Fayetteville, NY.

                              440 South Warren Street
                              The Galleries, 6th Floor
                              Syracuse, NY 13202
                            • Sara

                              Sarah E. Munger

                              Wealth Management Associate

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                              • NY

                              Sarah joined UBS in 2014 and currently holds her Series 7 and 66 securities licenses and life, accident and health insurance license. She also studied pre- and post-retirement needs and earned her Chartered Retirement Planning Counselor® (CRPC®) certification. She enjoys her role assisting clients in solving financial problems and providing operational knowledge to her team. Sarah attended the State University of New York at Oneonta where she graduated magna cum laude with a Bachelor of Science Degree in Business Economics. Sarah resides in Fulton, NY.

                                  • Chartered Retirement Planning Counselor
                                  440 South Warren Street
                                  The Galleries, 6th Floor
                                  Syracuse, NY 13202
                                • Ashley

                                  Ashley L. Perogino

                                  Client Associate

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                                    Ashley began her career with UBS in 2015. She is responsible for account maintenance, servicing, operations, group scheduling and marketing-related tasks. She enjoys building relationships with our clients and is dedicated to meeting their needs. Ashley holds a B.A. from SUNY College at Buffalo and resides in Baldwinsville, NY.

                                          440 South Warren Street
                                          The Galleries, 6th Floor
                                          Syracuse, NY 13202

                                        Defining your priorities. Pursuing what matters.

                                        Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                                        Focus on liquidity management

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                                        Tree

                                        UBS and Credit Suisse—stronger than ever

                                        A way forward

                                        Understanding your life, your wealth and what you want to accomplish.

                                        We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                                        Let's talk about how we can help you plan for the life you want

                                        Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                                        Backed by the strength of UBS

                                        A global leader in wealth management

                                        $5+ trillion

                                        In invested assets globally 
                                        As of 11/07/2023

                                        51 countries

                                        Our global footprint

                                        Global leader

                                        UBS is a world-leading wealth manager

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