Your financial life

Advice that looks beyond your portfolio

Three generations in the front yard

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

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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.

  • Julian Frank Profile Photo

    Julian Frank, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • VA
    • WI

    As a CERTIFIED FINANCIAL PLANNER™ and Senior Portfolio Manager, my job is not just about identifying your goals. I can help you anticipate the potential shortfalls that could disrupt your plans and help you prepare for unexpected possibilities. Prior to joining UBS in 2015, I was a Senior Vice President and Financial Advisor at Morgan Stanley and predecessor firms for over 32 years. I earned a Bachelor of Science in Business Administration from SUNY College at Oswego and an MBA in Corporate Finance from Adelphi University.

    My wife, Suzy, and I were raised on Long Island and still live there.  We spend as much time as we can with our growing family and grandchildren.  In my free time I enjoy doing outdoor activities.  

    I hold Series 3, 5, 7, 8, 15, 63 and 65 as well as Life, Health and Variable Annuities Licenses.

      • SUNY College at Oswego, B.S. Business Administration
      • Adelphi University, M.B.A. Corporate Finance
      • CERTIFIED FINANCIAL PLANNER™
      • Senior Portfolio Manager
      58 South Service Road
      Suite 310
      Melville, NY 11747
    • Marc Wong Profile Photo

      Marc Wong, CFP, CLU

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • MA
      • MD
      • MN
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • VA
      • WI

      As a CERTIFIED FINANCIAL PLANNER™(CFP®), I work closely with clients and third-party specialists to create comprehensive financial plans tailored to meet their unique objectives.  In order to better assist clients with their risk management, I also earned my Chartered Life Underwriter (CLU®) certification.  I have been in the financial services industry since 1994.

      My wife Daniela and I, together with our two children, live in Huntington, New York.

      I enjoy listening to, and reading about, classical music, traveling, and participating in cross fit workouts in my leisure time.   I also serve as board of directors on The Long Island Community Foundation, Long Island Arts Alliance, Project: Music Heals Us, and The Caumsett Foundation.

      I graduated from CUNY Bernard M. Baruch College with a Bachelor of Arts in Finance and am fluent in Chinese.

      I hold Series 7, 31, 63 and 65 as well as Life, Health and Variable Annuities Licenses.  California Health and Life insurance license number OE58234.

       

       

       

       

      • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • CUNY Bernard M. Baruch College, B.A. Finance
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Life Underwriter®
      58 South Service Road
      Suite 310
      Melville, NY 11747
    • Frank Tortorici Profile Photo

      Frank Peter Tortorici, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IL
      • MA
      • MD
      • ME
      • MI
      • MN
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • VA
      • WI

      I bring nearly 40 years of experience to our client relationships; beginning my career at Merrill Lynch, working as a Sales Manager and Branch Manager at Smith Barney and moving to UBS Financial Services in 2012.  I am a Certified Financial Planner™ and hold Series 3, 6, 7, 8 and 63 securities licenses, as well as licenses for life, accident, health insurance and variable annuities.  I also hold a real estate broker's license and receive a bachelor's degree from Long Island University/CW Post in 1975.

      I am an Advisory Board member of the Make-A-Wish® Foundation, Suffolk County, NY, where I have volunteered for nearly 20 years.   I also serve on the Alumni Board of Long Island University.

      My philanthropic endeavours and professional achievement earned me the "50 or so, around 50" award in 2011 from Long Island Business News.

      I live with my wife in Smithtown and our time is well spent, enjoying our four grandchildren.

        • Long Island University/CW Post, Bachelor's Degree
        • CERTIFIED FINANCIAL PLANNER™
        58 South Service Road
        Suite 310
        Melville, NY 11747
      • Marc Frank Profile Photo

        Marc Frank, CFP, CRPC

        Account Vice President

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IL
        • MA
        • MD
        • MN
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • VA
        • WI

        As a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor™, I’ve spent the past 10 years assisting High Net Worth Business Owners, Professionals and Retirees achieve their financial goals. Taking the time to get to know my clients on a personal level helps me build an understanding of each client’s needs in order to assist through various market cycles and life's changes. When creating financial plans we form customized asset allocations and utilize professional money management for security selection. In addition to portfolio construction; Risk Management, Lending & Estate Planning are important pieces of a financial plan. I often work with outside Attorneys and Accountants to implement tax, gifting and charitably efficient strategies. I take pride in keeping up to date with and educating clients on market and regulatory changes to assist during times of uncertainty.

        Prior to joining UBS in 2015, I was a Financial Advisor and Financial Planning Specialist at Morgan Stanley for over 3 years. I earned a Bachelor of Science in Business Management from Molloy College, became a Chartered Retirement Planning Counselor™ through the College of Financial Planning in 2014 and earned a Certificate of Financial Planning from the NYU School of Professional Studies in 2016.

        In addition, I enjoy giving back my time as a volunteer baseball coach for the Wantagh Little League, a member of the Wantagh Chamber of Commerce and as a mentor to CFP® candidates.

        My wife, Marissa, and I live in Wantagh, NY, with our son and daughter, Leo and Stella.  In our free time we enjoy traveling, sports and spending time with family and friends.

        I hold Series 7 and 66 as well as Life, Health and Variable Annuities Licenses.

          • Molloy College, B.S. Business Management
          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Retirement Planning Counselor℠
          58 South Service Road
          Suite 310
          Melville, NY 11747
        • William Liu Profile Photo

          William Liu Jr., CFP

          Account Vice President

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • MA
          • MD
          • MI
          • MN
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • VA
          • WI

          I started in the financial services industry in 1999 and have successfully managed money for wealthy families through some of the most challenging market environments in recent history. As a CERTIFIED FINANCIAL PLANNER™ and Portfolio Manager, I am primarily responsible for our teams' investment strategies and the day-to-day management of the portfolios. Prior to joining UBS in 2015, I was a Portfolio Manager and Financial Advisor at Morgan Stanley for over 5 years. I have also worked for Chase Investment Services Corp. and AXA Advisors, LLC. I earned my Bachelor of Science in Finance, Marketing, and Management Information Systems from University at Buffalo and am fluent in Cantonese and Mandarin. I enjoy spending time with my wife, Michelle, and my 3 wonderful daughters which includes a set of identical twins. My favorite hobbies include fishing and enjoying the great outdoors.

          I hold Series 7 and 66 as well as Life, Health and Variable Annuities Licenses.

            • University at Buffalo, B.S. Finance, Marketing, and Management Information Systems
            • CERTIFIED FINANCIAL PLANNER™
            • Senior Portfolio Manager
            58 South Service Road
            Suite 310
            Melville, NY 11747
          • Deborah Mamber Profile Photo

            Deborah Mamber

            Senior Wealth Strategy Associate

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            • CA
            • CO
            • CT
            • FL
            • GA
            • MN
            • NC
            • NJ
            • NY
            • VA
            • WI

            Prior to joining UBS in 2015 as a Senior Wealth Strategy Associate, I was a Wealth Management Associate and Financial Advisor with Morgan Stanley and its predecessor firms for 28 years. I was also the Fixed Income Coordinator for the Forest Hills/Rego Park branch of Smith Barney.  After graduating from Queens College with a Bachelor of Arts in Political Science and History, I earned my Juris Doctor from Benjamin Cardozo School of Law – Yeshiva University and was admitted to the NYS Bar in 1983.  Since entering the financial industry, however, I no longer give legal advice.  I recently moved from Queens, NY, where I lived for 38 years to King's Park, Long Island.   I spend much of my free time at my favorite horse stable and I enjoy both riding and working with the horses.

            I hold Series 3, 7, 63 and 65 as well as Life, Health and Variable Annuities Licenses.

              • Queens College, B.A. Political Science and History
              • Benjamin Cardozo School of Law – Yeshiva University, Juris Doctor
                58 South Service Road
                Suite 310
                Melville, NY 11747

              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.

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Our Philosophy

              Our Philosophy

              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.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              Global leader

              UBS is a world-leading wealth manager

              Wealth Manager of the Year

              Environmental Finance IMPACT Awards 2020

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