Senior Vice President–Wealth Management
Financial Advisor
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.
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
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.
Let's connect
Senior Client Associate
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.
Senior Client Associate
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.
Senior Client Associate
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.
Senior Client Associate
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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