How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Young woman shoreline

Helen Minieri Stacy CFP®

Senior Vice President–Wealth Management

Executive Director, Branch Manager

One of my greatest satisfactions comes from educating people and helping them to achieve their investment goals, as well as life goals. The creation of a customized, comprehensive wealth management plan, coupled with excellent service, is of utmost importance. My financial career began in 1988 and I joined UBS Financial Services Inc. in 2004 at the Director level, with business titles including Branch Manager and Financial Advisor. My professional credentials include the Series 3, 7, 8, 63 and 65, along with life insurance and variable annuity licenses. For many years I have been providing individuals, families, business owners and executives with total portfolio management, including asset allocation, retirement income planning, estate planning and insurance planning. At St. Joseph's College, Brooklyn, NY, I earned a Bachelor of Arts degree in Education. While attending the Southampton Campus of Long Island University, I completed the Certified Financial Planning Program and became a Certified Financial Planner in 2003. My husband and I reside in Hampton Bays with our two children. I have served on the board as president of the East End Women's Network and in 2019 was the recipient of the EEWN Woman of the Year Award. During my free time I enjoy playing tennis, golfing, kayaking, and spending time with my family.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • KY
  • MA
  • MD
  • ME
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA
  • WY

  • Forbes America’s Top Women Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

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

Education

  • Bachelor of Arts degree in Education, St. Joseph's College

Credentials

  • Executive Director, Branch Manager
  • CERTIFIED FINANCIAL PLANNER™
  • Private Wealth Advisor
8 Main Street
Southampton, NY 11968
  • (631) 287-5801

Email Me

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Professionals

Professionals

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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