Experience

Skilled financial planning

Charlie joined UBS Financial Services in 1993, having previously worked at Shearson Lehman Brothers and David Lerner Associates. His passion has long been to help successful people fulfill their financial goals. He is a skilled wealth manager who focuses on financial planning, including retirement income and longevity planning, wealth transfer strategies and life transition strategies for marriage, divorce or the loss of a loved one. A Chartered Retirement Plans Specialist^SM (CRPS®), Charlie also advises businesses in numerous different areas, including defined contribution plans and business sale and succession planning.

Credentials that build confidence

• Chartered Retirement Planning Counselor^SM (CRPC®)
• Chartered Retirement Plans Specialist^SM (CRPS®)
• UBS Senior Portfolio Manager
• Series 7, 8, 31, 63, 65 and 66 securities licenses
• Life, health and annuity insurance licenses
• California Insurance License #0E43843
• B.B.A. in Management and Finance, Hofstra University

Outside of UBS

Charlie has been a Huntington resident for more than 30 years and is extremely active in his community. He has served as past president and board member of the Rotary Club of Huntington Station and is a former member of the South Huntington School District Board of Education. He also volunteers with St. Hugh’s Soup Kitchen, the American Cancer Society and the Crohn’s & Colitis Foundation. In his spare time, he enjoys reading, traveling, skiing, athletic training and spending time with his family.

Financial planning that meets client goals

With more than two decades experience in the financial services industry, Jamie believes that creating a sound financial plan is a matter of talking to his clients, understanding what matters most to them and crafting a financial plan custom-tailored to their meet their needs.

As one of the small number of UBS financial advisors who have undergone the rigorous training to become a Wealth Advisor, Jamie provides insightful and strategic wealth management advice for retirement, legacy and longevity planning and life transitions. His goal is take care of financial complexities for his clients and allow them and their families to enjoy their wealth.

Credentials that build confidence

• Senior Vice President–Wealth Management
• Wealth Advisor
• Senior Vice President–Investments, Morgan Stanley Smith Barney (2000 – 2012)
• Vice President–David Lerner Associates (1997 – 2000)
• Series 7, 31, 63 and 66 securities licenses
• Life, health and annuity insurance licenses
• B.A., History/Economics, Roanoke College

Outside of UBS

Jamie lives in Sayville with his wife, Emily, and their three children Kieran, Casey, and Cameron and their dog Colby. Jamie firmly believes in giving back to his community. He has been an active Rotarian in the Sayville Rotary Club since 2006, has been awarded multiple Paul Harris Fellowship awards for his work there and has served as the Club’s president.

Valuable insights into wealth management

David has over 40 years of experience guiding individuals, multigenerational families and privately owned corporations toward achieving their financial objectives. Prior to joining UBS in 2015, he spent 31 years as Executive Director and Retirement Plan Consultant at Morgan Stanley. David’s numerous articles for financial periodicals, magazines and newspapers, as well as his television appearances—and a stint hosting a radio show—have provided valuable insights into wealth management for individuals and businesses.

Credentials that build confidence

• Member of Morgan Stanley Business Owner Executive Council and Mutual Fund Advisory Council
• Executive Director at UBS
• Executive Director and Retirement Plan Consultant at Morgan Stanley
• Series 7, 52, 63, 65 and 66 securities licenses
• Life, health and variable annuities licenses
• B.S., International Economics, Penn State University

Outside of UBS

David and his wife, Lynn, live in Huntington Bay, NY, and enjoy playing golf, boating and being with their children, grandchildren and friends. He gives back to his community by being on the Board of Directors of the Family Service League, an organization that provides physical and emotional aid to Long Island’s most vulnerable citizens. He is also the co-chairperson of an annual golf outing that raises money to benefit Women In Distress of Broward County, whose mission is to stop domestic violence abuse through intervention, education and advocacy.

A strong commitment to clients

Mark is passionate about helping people plan and manage the wealth they’ve worked years to accumulate. It’s a responsibility that he takes very seriously as a Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor^SM (CRPC®) who has nearly 40 years of experience both in trading in the financial markets and in planning for high net worth families. His comprehensive wealth management skills focus on: longevity planning, including retirement and insurance planning; wealth transfer strategies, including inheritance and business succession planning; and life transition planning for marriage, divorce or loss of a loved one.

Credentials that build confidence

• Certified Financial Planner™ (CFP®)
• Chartered Retirement Planning Counselor^SM (CRPC®)
• Series 7, 31 and 66 securities licenses
• Life, health and variable annuities licenses
• B.A., Economics, Boston College
• M.B.A., Hofstra University

Outside of UBS

Mark has lived in Syosset for 33 years with his wife, Lisa, and enjoys traveling and skiing with their two adult children. Both Lisa and Mark coached youth soccer and PAL lacrosse in their free time.

A customized approach

Jill is a Certified Financial Planner™ (CFP®) and is passionate about making a difference in her clients’ lives through education, expertise and empathy. Since 1988, she’s focused on in-depth planning for families and business owners—through planning encompassing the whole individual.

Jill believes firmly in offering a customized approach to wealth management, built on personal relationships and shaped by an understanding of her clients’ needs and aspirations. Her practice includes: strategic retirement and investment planning; tax planning; and a focus on the financial challenges of families with special needs.

Credentials that build confidence

• Wealth Advisor and First Vice President–Wealth Management
• Certified Financial Planner™ (CFP®)
• Series 7, 63 and 66 securities licenses
• Life, health, long-term care insurance and annuities licenses
• B.A., Finance, Penn State University

Outside of UBS

Jill lives in Brooklyn, NY, with her husband, Scott, and their two sons. She donates her time to the Hillel Organization as chairman of the board of her alma mater, and she and her family are active in their local synagogue, Congregation Mt. Sinai, where Jill serves on the finance committee. Jill also serves as co-chair on the Executive Leaders Committee of the Financial Women’s Association (FWA). Above all, Jill makes the time to remain very involved with her sons’ school programs and events as a parent representative.