Lasting relationships. For all that matters

Chess pieces on a chessboard

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.

Father and daughter

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.

  • Randall DeVaney

    Randall F. DeVaney

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • FL
    • GA
    • HI
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WY
    • 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.

        One Broad Street Plaza
        2nd Floor
        Glens Falls, NY 12801
      • Christopher Zito

        Christopher Zito

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CT
        • FL
        • GA
        • HI
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MO
        • MS
        • MT
        • NC
        • NH
        • NJ
        • NY
        • OH
        • PA
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WY

        Chris began his financial services career in 2001 and joined UBS in April of 2014. He works extensively with retirees, business owners and families in all aspects of wealth management – specifically investment diversification and asset allocation, retirement income planning, insurance needs analysis, long term care planning and liability management. He is a Certified Financial Planner ™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC®) and has a Portfolio Manager designation with UBS. He holds his Series 7 and 66 securities licenses, as well as life, accident and health insurance licenses. He graduated from Hartwick College where he earned a B.A in business management. Chris lives in Ballston Spa with his wife Meghan and three children Anna, Margaret and Thomas.

        • 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.

        • Hartwick College, B.A. in Business Management
        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Retirement Planning Counselor
        • Portfolio Manager
        One Broad Street Plaza
        2nd Floor
        Glens Falls, NY 12801

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