A vital catalyst to help achieve your aspirations

Private Wealth Management

Grabel team photo

“Our goal is to preserve your legacy and values for generations to come.”

At Grabel Wealth Management, we understand the challenges you face throughout life’s important personal and business milestones. This understanding forms the foundation of our partnership with clients: We provide institutional level solutions to corporate executives, successful entrepreneurs and families of significant means in order to help sustain and grow their wealth and preserve their legacies.

We help simplify your financial life by offering comprehensive advisory services, specialized wealth planning, traditional private banking services, estate and philanthropic planning, and wealth transfer strategies. This holistic approach enables our team to build strong relationships by looking beyond your assets and integrating all aspects of your entire financial life.

Our strengths: a streamlined and holistic planning approach

Our capabilities: protective investment guidance

 Three generation family leaving the house

Extended resources: planning and portfolio expertise

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The power of investing now

  • Jonathan Grabel

    Jonathan Grabel

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • MS
    • NJ
    • NV
    • NY
    • PA
    • SC
    • SD
    • TX

    Jonathan Grabel joined UBS in 2010 from the Private Banking and Investment Group at Merrill Lynch. Jonathan provides investment advice and develops customized financial strategies for executives of public and private companies, as well as high net worth individuals. He has over 20 years of experience in all aspects of investment management, including restricted stock sales, corporate buyback programs, retirement planning and professional money management.

          1285 Ave of the Americas
          15th, 16th,17th, + 18th Floors
          New York, NY 10019
        • Lina Ludwicki

          Lina Ludwicki

          Senior Client Associate

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          • CA
          • CO
          • CT
          • DC
          • FL
          • MA
          • MD
          • ME
          • MI
          • NJ
          • NY
          • PA
          • RI
          • SC
          • VA

          Lina has over 10 years of experience in the financial services industry. She began her career as a sales assistant at Merrill Lynch and then continued on to Smith Barney with her team. Lina then joined UBS in 2013 with her financial advisory team. She contributes to the growth and management of our business while providing extraordinary dedication to excellent client service.

          Lina earned her B.B.A. at the Zicklin School of Business at Baruch College.

                1285 Avenue Of The Americas
                New York, NY 10019
              •  Nancy Gargiulo

                Nancy Gargiulo

                Senior Client Associate

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                • CA
                • CT
                • DC
                • FL
                • IL
                • NJ
                • NV
                • NY

                As the team's Head of Operations, Nancy is committed to providing superior client service experiences to all clients and places equal importance on all client issues or concerns and sees them through to completion. 

                Her areas of responsibilities include disbursement requests, account opening and maintenance, trading, and in addition, she implements securities-backed lending and refers mortgage prospects to the appropriate channels.  She embraces the team's guiding principles and client focus and places exceptional service as her top priority. Nancy has been a CSA Coach for 10 years which helps and trains new and existing emplyees.

                With over 19 years experience in the Financial Services Industry, Nancy came to UBS in 2009 from Morgan Stanley, and prior to that she was with Wachovia Securities and Smith Barney, where she began her career in financial services.

                Nancy received her B.A. in Business from The New York Institute of Technology in Old Westbury, NY and holds her Series 7, 63, Insurance License and is also a Notary.  Outside of UBS, Nancy resides in Massapequa, NY on the South Shore of Long Island with her husband Paul.  There she enjoys biking, boating, kayaking, going to the beach, cooking and being with her family. 

                      1285 Avenue Of The Americas
                      New York, NY 10019

                    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