Lasting relationships. For all that matters

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Scott Grossman

    Scott Grossman

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CT
    • FL
    • IN
    • MA
    • MD
    • NC
    • NH
    • NJ
    • NY
    • TX
    • UT
    • WA

    I began my career in financial services in 2001 after obtaining a finance and risk management degree from the University of Wisconsin. I am a CERTIFIED FINANCIAL PLANNER™ certificant and work with my clients to develop customized investment plans focusing on mortgages, estate and gifting strategies, tax minimization and specialized asset allocation recommendations. I hold securities licenses as well as licenses for life and health insurance and variable annuities. I work with the pro-bono committee of the Financial Planning Board of New York City. I live in New York city with my wife Lori and daughter Maddison

      • University of Wisconsin, Finance and Risk Management
      • CERTIFIED FINANCIAL PLANNER™
      1285 Avenue Of The Americas
      New York, NY 10019
    • Jerome Grossman

      Jerome Grossman

      Senior Wealth Strategy Associate

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      • AZ
      • CA
      • CT
      • FL
      • IL
      • MD
      • NJ
      • NY
      • UT

      Through my 40 years of financial industry experience, I have navigated my clients' portfolios using an investment strategy that has sought to outperform the S&P 500 while reducing risk and volatility. My finance degree is from the University of Hartford. I hold securities licenses as well as licenses for life and health insurance and variable annuities. My wife, Jacqueline, and I reside in Dix Hills, New York, and I am an avid golfer and stamp collector.

        • University of Hartford, Finance
          1285 Ave of the Americas
          15th, 16th, 17th, and 18th Flrs
          New York, NY 10019
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          Anna Stefaniak

          Client Associate

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          • CA
          • CT
          • FL
          • NJ
          • NY
          • UT

          Anna Stefaniak, a Registered Client Service Associate, has been employed with UBS for over 21 years and has worked in many areas of the firm including Corporate Actions, Lending, and Compliance. Anna provides comprehensive client service in all aspects of account administration and operations, onboarding new clients, and building and maintaining long-lasting client relationships.

          Anna graduated from St. Peter’s University with an MBA in finance and holds the Series 7, 66, 9 and 10 security licenses. Anna lives in Bayonne, NJ with her husband Artur and daughters Madison and Natalia.  In her spare time, she loves reading and crafting.

                1285 Avenue Of The Americas
                New York, NY 10019

              Insights

              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