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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Jack Zitomer, CFP

Senior Vice President–Wealth Management

Financial Advisor

I began my financial career in 1982 and have helped my clients manage their investments through both good and challenging times.  I emphasize a balanced investment approach through asset allocation that aligns with their short and long term goals. I was recruited to UBS in 2014 after 16 years as a Financial Advisor and  Senior Vice President at Morgan Stanley and a prior 16 year term with Merrill Lynch.

I work best with new clients when we have established a clear understanding together of their objectives and aspirations and their tolerance for risk. When possible, I prefer to build a relationship with each client’s accountants, attorneys and other advisors in order to create a scenario where we are working together to look out for that client’s best interest. I am FINRA registered and hold Series 7, 63 and 3 securities licenses, as well as licenses for life, accident and health insurance and variable annuities. I believe in continuous learning and regularly attend seminars and industry events and subscribe to state of the art technology in order to stay informed and on top of current developments in my industry. As part of this ongoing learning process, I recently completed a year of study and preparation to achieve my CERTIFIED FINANCIAL PLANNER™ designation. This has a direct impact on how I inform and advise my clients.

I received my MBA in Finance from Fordham University and earned a BFA from Parsons School of Design. I am active on various non-profit boards, including the UJA, Westchester Jewish Council and the Rwanda Education Assistance Project (REAP). I live in Goldens Bridge, NY, with my wife, Karyn, who has a successful practice as an executive coach and my youngest son, Daniel who will be entering HS this fall. My oldest son Jeremy is a recent graduate of Yale University. My daughter Jenna attends Cornell, where she is majoring in International Policy.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Education

  • MBA, Fordham University
  • Bachelor of Fine Arts, Communications Design, Parsons School of Design

Credentials

  • CERTIFIED FINANCIAL PLANNER™
709 Westchester Avenue
Suite 400
White Plains, NY 10604
  • (914) 287-6008

Email Me

The Year Ahead - Sustainable Investing

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.

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As of 06/30/2022

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