Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Debra Fortunoff Rossi

    Debra Fortunoff Rossi

    Account Vice President

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    • CA
    • CO
    • CT
    • DE
    • FL
    • IA
    • IL
    • MA
    • MD
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • VA
    • VT
    • WA
    • WI

    Debra brings 30 years of experience as a Financial Advisor and also joined UBS from Morgan Stanley in July, 2006.

    She holds Series 7, 31 and 63 securities licenses, and life and health insurance licenses.

    Prior to becoming a Financial Advisor, Debra worked as a consumer advocate with the New York City Department of Consumer Affairs and lobbied New York State legislators for the New York Public Interest Research Group. Debra holds a B.A. in consumer affairs from Queens College.

    Debra lives in the Upper West Side of New York City with her husband.

      • Queens College, B.A. in Consumer Affairs
        299 Park Avenue
        New York, NY 10171
      • Robert Rossi

        Robert Rossi

        Senior Vice President–Wealth Management

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        • CA
        • CO
        • CT
        • DE
        • FL
        • IL
        • MA
        • MD
        • MI
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • PR
        • VA
        • VT
        • WA
        • WI

        Robert joined UBS from Morgan Stanley in July, 2006. He has earned the designations of Certified Financial Planner™ and Certified Investment Manager Analyst. He holds Series 7, 31 and 66 securities licenses and life and health insurance licenses. Robert has served on the UBS Technology Advisory Council, which advises firm management on the value and implementation of technology initiatives.

        Prior to joining the financial services industry, Robert was an engineer and manager with Bobst Group, based in Lausanne, Switzerland.

        Robert has a B.S. in engineering from Cornell University and an M.B.A. in finance from The Leonard N. Stern School of Business at New York University. He is very active in the Cornell Alumni community and is a mentor at The Bergen County Academies.

        He and his wife live on the Upper West Side of New York City.

          • The Leonard N. Stern School of Business at New York University, M.B.A. in Finance
          • CERTIFIED FINANCIAL PLANNER™
          • Certified Investment Management Analyst®
          • Wealth Advisor
          299 Park Avenue
          New York, NY 10171

        What did the Fed say?

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        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

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

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