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.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • 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
    julian.m.frank@ubs.com
    Julian Frank, CFP
    58 South Service Road,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
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • MN
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • 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, 2022, 2023, 2024The 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.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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
    marc.s.wong@ubs.com
    Marc Wong, CFP, CLU
    58 South Service Road,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
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • 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.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Long Island University/CW Post, Bachelor's Degree
    • CERTIFIED FINANCIAL PLANNER™
    58 South Service Road
    Suite 310
    Melville, NY 11747
    frank.p.tortorici@ubs.com
    Frank Peter Tortorici, CFP
    58 South Service Road,Melville,NY,11747
  • Marc Frank Profile Photo

    Marc Frank, CFP, CRPC

    Account Vice President

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • 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 coach for the Wantagh Little League, Wantagh-Seaford PAL Soccer & HTB Flag Football. I am also in a member of the Wantagh Chamber of Commerce.

    My wife, Marissa, and I live in Wantagh, NY, with our 3 children. 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.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Molloy College, B.S. Business Management
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Planning Counselor
    58 South Service Road
    Suite 310
    Melville, NY 11747
    marc.frank@ubs.com
    Marc Frank, CFP, CRPC
    58 South Service Road,Melville,NY,11747
  • William Liu Profile Photo

    William Liu Jr., CFP

    Account Vice President

    Financial Advisor

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

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • 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
    will.liu@ubs.com
    William Liu Jr., CFP
    58 South Service Road,Melville,NY,11747
  • Lori DiGangi Profile Photo

    Lori DiGangi

    Senior Wealth Strategy Associate

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    • CA
    • DE
    • FL
    • ME
    • MN
    • NJ
    • NY
    • OH
    • RI

    Prior to joining UBS in 2015 as a Senior Wealth Strategy Associate, I was a Financial Planning Associate with Morgan Stanley and its predecessor firms for 14 years. Previously I also worked with Paine Webber as an Equity Syndicate Assistant and Road Show Coordinator.  I use my experiences from my years in the financial services industry to provide our clients with excellent service and portfolio implementation.   

    My husband, Dominick, and I live in Farmingdale, NY. Outside of work, I enjoy caring for my 4 dogs, traveling and cooking.

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

          58 South Service Road
          Suite 310
          Melville, NY 11747
          lori.a.digangi@ubs.com
          Lori DiGangi
          58 South Service Road,Melville,NY,11747

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        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.

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