Lasting relationships. For all that matters

Mountain climbers reaching the summit

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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.

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    Jay Diesing

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • KY
    • MA
    • MD
    • ME
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA
    • WI
    • WY

    I am one of a small number of UBS financial advisors who have earned the designation of Wealth Advisor. I joined UBS in 2004 in the Southampton, NY office. Before joining UBS, I was the branch manager of Merrill Lynch’s Southampton office. Prior to joining Merrill Lynch in 1993, I was affiliated with Chemical Bank as Vice President and manager of the short- and medium-term finance unit in NY. While at Chemical Bank, I also held corporate finance positions in Sydney, Australia, and Houston, TX. I graduated Phi Beta Kappa with a degree in economics from Washington & Lee University in 1981.

      • Washington & Lee University, Economics
      • Wealth Advisor
      8 Main Street
      Southampton, NY 11968
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      Erik DeGroot

      Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IA
      • ID
      • IL
      • KY
      • MA
      • MD
      • ME
      • MN
      • MT
      • NC
      • NH
      • NJ
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TX
      • VA
      • WA
      • WI
      • WV
      • WY

      I provide comprehensive wealth management planning for a diverse clientele, both locally and nationally. Prior to joining UBS in 2008, I managed wealth for clients of Tucker Anthony and then RBC Wealth Management. My first financial experience came working for Columbia University, managing the finances of the NIH and private grants for the University’s Molecular Genetics division. After graduating from Chaminade High School in Mineola, NY, I attended New York University and graduated Summa Cum Laude from St. John’s University.

      CA License #0G47717

        • New York University
        • St. John’s University
        • Chartered Retirement Plans Specialist℠
        8 Main Street
        Southampton, NY 11968
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        Ryan O'Malley

        Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IA
        • ID
        • IL
        • KY
        • MA
        • MD
        • ME
        • MN
        • MT
        • NC
        • NH
        • NJ
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TX
        • VA
        • WA
        • WI
        • WY

        My passion as a financial advisor is fueled by my devotion to see my clients reach their financial goals.  By using my knowledge of the financial industry, I am able to assist others in making educated decisions.  My expertise focuses on wealth management which includes, retirement planning, lending, College 529 plans, and insurance planning. 

        While attending Marymount Manhattan College in Manhattan, I became interested in finance.  After graduating with a B.A. in Accounting, I completed three highly competitive internships at Merrill Lynch, Smith Barney, and Lehman Brothers.  After respected roles at Lehman Brothers and Deutsche Bank, I joined UBS Financial Services in March 2011.  

        During my free time I enjoy cycling with the Sag Harbor Cycling Company, and training for triathlons.  

        CA Insurance #: 0H82764

          • Marymount Manhattan College, B.A. in Accounting
            8 Main Street
            Southampton, NY 11968
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            Velina Gerova

            Client Associate

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                    8 Main Street
                    Southampton, NY 11968

                  The circular economy: What is it?

                  Retirement planning

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                  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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