Experience

As the head of The Kleiman Wealth Management Group, Jonathan's role is to oversee portfolio management, estate planning and risk management by working with our clients' and prospects' other trusted advisors to formulate a concise wealth management plan. With more than 29 years experience as a Financial Advisor, Jonathan began his career with Prudential Securities, which became Wachovia. He moved to Morgan Stanley Smith Barney where he rose to Senior Vice President and Producing Suffolk County Complex Business Development Officer, a position he held until he joined UBS.

Jonathan received his bachelor degree in business management and economics with a concentration in personal finance from the State University of New York. He earned a Certificate in Financial Planning from C.W. Post LIU College and holds his Series 7, 63 and 65, as well as life, health and variable annuity licenses. Jonathan and his wife, Jennifer, reside on Long Island with their three daughters. Jonathan is active with numerous community charitable events, he mentors veteran's transition from the military into the private sector, and he serves on the board of Man Cave Health.  In his spare time he enjoys cooking, golf and travel.

Ryan joined The Kleiman Wealth Management Group from Oppenheimer & Co., where he served as a Financial Advisor focused on customized bond portfolio development and review, as well as equities and mutual fund recommendations. Previously, he worked the multi-million dollar middle-market sales and service desk at Morgan Stanley Smith Barney. Due to his experience with a savings bank and a law firm, Ryan emphasizes meticulous service, collaboration, dependability and integrity.

Currently, Ryan's primary responsibilities include financial planning, portfolio reviews and business development. He earned his bachelor degree in business management with a focus in finance and a minor in history from Stony Brook University. He holds Series 7 and 66 securities licenses as well as life, accident and health insurance licenses. A lifelong resident of Massapequa, Ryan is active with Stony Brook's alumni networking and internship program. He enjoys golf, travel and attending various sporting events.

Carmen joins The Kleiman Wealth Management Group with 42 years of experience with UBS. He began his financial services career with UBS as a Vice President of Human Resources Recruitment and Training, a position he held for 13 years.  He then went on to become a Financial Advisor specializing in equity portfolio construction and financial planning.

Carmen has a BBA in Finance from Hofstra University, and earned an MBA in economics for New York University as well as his CFP designation. He holds his Series 7, 8, 63 and 65, as well as life and health insurance licenses. Carmen was inducted into Holy Cross High School Hall of Fame and actively supports their fundraising campaigns as well as numerous other community based initiatives.  He previously served on the Holy Cross High School board and currently sits on the Columbus Citizens Foundation High School Scholarship committee -  interviewing and selecting deserving scholarship applicants on an annual basis.  Carmen and his wife live in Nesconset with their dog Rosie and in his spare time he enjoys swimming, exercise and reading.

As an Financial Advisor at UBS, Michele is dedicated to creating a supportive and collaborative environment for her clients. Michele and her team combine our unique knowledge to deliver well-rounded financial advice tailored to every stage of life. Michele serves as a primary point of contact for many clients, helping them navigate financial concerns and stay engaged with their plans. By maintaining strong, proactive relationships, she ensures their team remains aligned with our clients’ evolving needs and consistently delivers exceptional service.

Michele’s passion for wealth management stems from a desire to educate and empower clients. She takes pride in breaking down complex financial topics into clear, actionable steps, giving clients the confidence and control they need to achieve their goals. Education and empowerment are the core values that guide her approach— she believes informed clients are confident clients.

What sets Michele apart is her blend of empathy, education, and strategic discipline. She takes the time to understand each client’s unique needs, explain recommendations clearly, and follow through with consistency. By leveraging the strengths of their team and maintaining a personal, relationship-driven focus, Michele provides deeper insights and a more supportive client experience than many traditional advisors.

She became interested in wealth management after witnessing the empowering effect of financial education. Many people feel overwhelmed by money, and Michele strives to be someone who can simplify complex topics and help clients feel confident and informed.

Michele is a Certified Divorce Financial Analyst (CDFA) and hold Series 7, 63, and 65 licenses, as well as life and health insurance credentials. She graduated from Adelphi University in 1990 with a BA in Sociology. Her professional experience has equipped her with strong analytical skills, relationship-building abilities, and disciplined follow-through, allowing me to translate financial concepts into actionable strategies and support clients throughout their financial journeys.

Outside of work, Michele is passionate about pickleball, currently learning golf, and enjoys boating.

Tina entered the financial services industry in 1989, working in the accounting department of an investment advisory firm. She transitioned to the advisory side, providing performance reporting for clients. In 1992, she joined the institutional desk for Commercial National Bank, assisting brokers in managing regional bank portfolios and preparing risk analysis reports. She joined Jonathan Kleiman at Prudential Securities in 1999 and moved with him to Morgan Stanley Smith Barney, and eventually to UBS in 2012.

Currently, Tina heads the marketing efforts for The Kleiman Wealth Management Group. She works with the team to support and grow the assets under management of high net worth individuals. Tina also prepares all documentation required for client review meetings. She received her bachelor degree in accounting from Baruch College. She holds her Series 7, 63 and 65, as well as life, health and variable annuity licenses. Tina lives on Long Island with her daughter and is a Reiki Master Teacher.

Rosemarie’s love of mathematics and accounting propelled her into the financial services industry in 1980. She joined UBS two years later as a registered customer service associate and in 1994 she became an administrative manager. Roe joined the Kleiman Wealth Management Group in June 2021. She engages in daily client conversations, provides and manages all daily operational matters for the team. Additionally, she helps the KWMG team with financial planning and advanced portfolio analytics. Roe holds her Series 3, 7, 8 & 63, as well as life, accident and health insurance licenses.

Rosemarie lives in Bethpage, NY and  has two children—Cristina Marie, who teaches severely autistic high school children & Brian John, who is currently a resident doctor at Cohen’s Children’s Medical in New Hyde Park, NY. An avid supporter of breast cancer awareness, Rosemarie organizes, participates and raises funds for the annual Making Strides of Long Island Breast Cancer Walk at Jones Beach. Living on Long Island affords Rosemarie the opportunity for her favorite pastime: relaxing and reading by the shore.

Terrence joined the Kleiman Wealth Management Group in 2022 and has over 25 years experience in the financial industry. After spending 15 years working on Citigroup’s equity trading desk in various roles, he moved to the advisory side joining Merrill Lynch in 2011 as part of their FA training program. He joined UBS in 2021 and as part of the KWMG he is involved in all aspects of the team’s day to day operations. Terrence is a Chartered Retirement Planning Counselor (CRPC) and holds FINRA Series 7,24, 55, 63 & 66 licenses.

Terrence currently resides in Rockville Centre with his wife Kathleen and their two children, Caitlin and Erin. He’s involved in several charities including JDRF in support of his daughter Erin who was diagnosed with Type 1 Diabetes. Terrence and his family have participated in numerous fundraising efforts to help find a cure. In his spare time he enjoys spending time with family and friends and watching his daughters play lacrosse.