DG Wealth Management
View FINRA BrokerCheck informationContact us

Let's move forward. Together.

A common trait in the growth and maintenance of a successful business is a strong, experienced management team. Key members of that team are the President or CEO and the CFO. Without the guidance and coordination of these individuals, even a company with the best product can fail. We can use the analogy in personal wealth management. Our clients are the CEOs of their household and we are their CFOs. Our focus is to clearly understand our client's vision, risk tolerance and time horizons. Once we are fully aware of these parameters we will execute custom solutions to fulfill short and long term goals. Our approach includes an analysis of your Statement of Financial Position (assets AND liabilities) as well as your Statement of Cash Flows (inflows and outflows). The final product is a financial plan and asset allocation that is monitored and adjusted to meet the dynamic nature of the capital markets and various phases of life.

Dimitrios Michelis

First Vice President–Wealth Management

Financial Advisor

Dimitrios Michelis began his career as a Financial Advisor at Morgan Stanley in 1998 where he was awarded the National Sales Director Award, honoring the top 1% of new advisors leading the firm in new client relationships and assets under management. His main focus is equity portfolio management, hedging and options strategies and alternative investments. He received a B.S. in Finance at Boston University - School of Management and resides in Saddle River, NJ with his wife and four children. In his free time, you can find Dimitrios involved with various charitable and sports related activities.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MN
  • NJ
  • NY
  • PA
  • TX
  • WA

Dimitrios Michelis

Education

  • Boston University - School of Management, B.S. in Finance

Dimitrios Michelis

299 Park Avenue
New York, NY 10017

Email Me

Dimitrios Michelis

First Vice President–Wealth Management

Financial Advisor

Dimitrios Michelis began his career as a Financial Advisor at Morgan Stanley in 1998 where he was awarded the National Sales Director Award, honoring the top 1% of new advisors leading the firm in new client relationships and assets under management. His main focus is equity portfolio management, hedging and options strategies and alternative investments. He received a B.S. in Finance at Boston University - School of Management and resides in Saddle River, NJ with his wife and four children. In his free time, you can find Dimitrios involved with various charitable and sports related activities.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MN
  • NJ
  • NY
  • PA
  • TX
  • WA

Education

  • Boston University - School of Management, B.S. in Finance
299 Park Avenue
New York, NY 10017

Email Me

dimitrios.michelis@ubs.com
Dimitrios Michelis
299 Park Avenue,New York,NY,10017

Senior Vice President–Wealth Management

Financial Advisor

Garrick Montenegro began his career as a Financial Advisor at Morgan Stanley in 1998 where he was also awarded the National Sales Director Award. His main focus is tactical asset allocation, financial planning and fixed income portfolio management. He received a B.A. in Economics and Philosophy at New York University's College of Arts and Sciences and resides in New York City with his wife. Out of the office, you can find Garrick training for various charitable races supporting the MS Society, the Wounded Warriors Foundation and Susan G. Komen Race for the Cure.

Education

  • New York University's College of Arts and Sciences, B.A. in Economics and Philosophy

Credentials

  • CERTIFIED FINANCIAL PLANNER®

Senior Vice President–Wealth Management

Financial Advisor

Garrick Montenegro began his career as a Financial Advisor at Morgan Stanley in 1998 where he was also awarded the National Sales Director Award. His main focus is tactical asset allocation, financial planning and fixed income portfolio management. He received a B.A. in Economics and Philosophy at New York University's College of Arts and Sciences and resides in New York City with his wife. Out of the office, you can find Garrick training for various charitable races supporting the MS Society, the Wounded Warriors Foundation and Susan G. Komen Race for the Cure.

Education

  • New York University's College of Arts and Sciences, B.A. in Economics and Philosophy

Credentials

  • CERTIFIED FINANCIAL PLANNER®

Angela DiMercurio

Authorized Officer

Business Analyst

Registered States:
  • NY

Angela DiMercurio

11 Madison Avenue
New York, NY 10010

Email Me

Angela DiMercurio

Authorized Officer

Business Analyst

Registered States:
  • NY
11 Madison Avenue
New York, NY 10010

Email Me

angela.dimercurio@ubs.com
Angela DiMercurio
11 Madison Avenue,New York,NY,10010

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2025. All rights reserved.

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings