Working toward your goals

It starts with a strategic plan

You’re not like anyone else. Your financial plan shouldn’t be, either. We are a group of experienced Financial Advisors who thrive on designing strategies to help pursue life’s most important goals.

Planning is our passion. We can help you feel more confident about your portfolio, your retirement and your legacy. With more than three decades in the business, we have lived—and invested—through every type of market environment. We apply this knowledge to your unique situation as we seek to address your financial needs.

Start the conversation

Helping families feel confident about their future is what motivates us.
- Paul Wexler

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.

Paul Wexler

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
A confident financial future

As a Senior Portfolio Manager, Paul oversees several customized equity, exchange traded funds, and institutional mutual fund models. He also has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds for clients.

From an early age Paul had an interest in the financial markets and has been fortunate enough to turn that interest into a more than 30-year career with UBS. His experience with multiple generations of clients has taught him that a solid financial plan is crucial in helping guide them through both turbulent and prosperous market cycles.

A cornerstone of Paul’s practice is holistic wealth management—creating appropriate strategies in all areas of his clients’ financial lives to help them navigate constantly changing financial environments and life events. Helping clients feel confident about their future is what motivates Paul every day.

Outside UBS

Paul and his wife, Karen, have been married since 1983. They have three grown children; Stefani, Steven and Bryan. Stefani works for Oxford University Press and is married to Dr. Jay Berdia. Bryan works for a start-up company in New York City. Unfortunately Steven suffers from a rare life threatening genetic disorder called Familial Dysautonomia (FD) and lives at home with Paul and Karen. Paul has served on the board of directors of the Familial Dysautonomia Foundation since 1991. The foundation is a nonprofit organization supporting the best possible medical care and scientific research for the benefit of people afflicted with FD.

In addition to spending time with his family, Paul enjoys golfing and going to the beach.

At a glance:
- B.S. in Accounting, University of Maryland
- Managing Director—Wealth Management
- Senior Portfolio Manager
- Series 3, 7, 8, 63 & 65 securities licenses
- Life and health insurance licensed
- California Insurance License #0A05433
- Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
- University of Maryland, B.S. Accounting
- Senior Portfolio Manager
58 South Service Road
Suite 310
Melville, NY 11747
Matthew Kroin

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
Careful planning, thoughtful investing

Matt’s practice is based on financial planning, which means he makes it a point to understand the goals, needs and dreams of his clients, in order to help fulfill their aspirations. Having experienced the volatility of the 1990s, the tech bubble of 2000 and the financial crash of 2008, he takes a cautious view of investment management that his clients value. This is why it’s all the more rewarding for him to see long-term clients and their families enjoy the benefits of careful planning and thoughtful investing.

The value of communication

He began his career in financial services in 1995 and joined UBS in 2008. At Legacy Wealth Management, he and his team create a level of personalized service that feels like that of a boutique firm, but still delivers the full resources of one of the world’s largest banks. The key is ongoing and open communication between the team and their clients, which helps everyone stay focused on successfully meeting long-term goals.

Outside UBS

Matt and his wife, Nikki, have been married 20 years and live in Dix Hills, New York. They have two children, Justin and Brandon. Matt and his family are actively involved in charitable work with the Lustgarten Foundation, the Power of Pink Foundation, and Autism Speaks. Matt is passionate about spending time with his family, traveling around the world, and enjoying each and every day.

At a glance:
- B.A. in Economics and Finance, Towson University
- Senior Vice President—Wealth Management
- Senior Portfolio Manager
- UBS Wealth Advisor
- Series 7, 31, & 63 securities licenses
- Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
- Towson University, B.A. Economics and Finance
- Senior Portfolio Manager
58 South Service Road
Suite 310
Melville, NY 11747
Brian Lacks

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
Protecting clients

Brian’s goal after getting his M.B.A. from New York University’s Stern School of Business was to utilize his knowledge of investments and the financial markets to build a practice geared towards helping his clients accumulate and protect their wealth. He began his career in the financial services industry in 1986 and joined UBS in 2008.

“#personalservice”

Brian’s main areas of focus are retirement planning, lending, managed portfolio solutions and fixed income. He believes in thoughtful investment strategies and going above and beyond to help his clients in all areas of their lives. In fact, he provides such a high level of personal service that one client refers to him as “#personalservice.”

Outside UBS

Brian lives in Woodbury, NY. His number one passion is his family—wife Jill, daughter Rachel, currently pursuing her Ph.D in psychology at New York University, and his son, Jacob, who has just graduated University of Michigan and started a career in the financial services industry. He and his entire family are active participants in autism-related charities, especially Special Needs Autism Program (SNAP), an organization started by his sister-in-law.

In his spare time, Brian enjoys traveling, considers himself a “foodie”, and roots for the New York Mets and the New York Giants.

At a glance:
- B.S. in Business Administration, summa cum laude, State University of New York at Albany
- M.B.A. in Finance, Stern School of Business, New York University
- Senior Vice President—Wealth Management
- Portfolio Manager
- UBS Wealth Advisor
- Chartered Retirement Plans Specialist (CRPS®)
- Series 3, 7, 63 & 65 securities licenses
- Life and health insurance licensed
- California Insurance License #0J19816
- Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
- State University of New York at Albany, B.S. Business Administration, summa cum laude
- Stern School of Business, New York University, M.B.A. Finance
- Portfolio Manager
- Retirement Plan Consultant
58 South Service Road
Suite 310
Melville, NY 11747
Gerald DeMeo

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
The Critical Importance of Financial Planning

Jerry takes a holistic approach stressing the critical importance of financial planning in his clients' goals. This encompasses more than investing, but rather every aspect of his clients' lives, from early childhood to estate planning. With over three decades of experience guiding families and businesses through turbulent times, he has the knowledge and understanding of how to protect and advise clients to reach their goals, needs, wants and desires. To this end, in addition to focusing on his practice, Jerry has also presented an Adult Education Financial Planning workshop through various school districts on Long Island.

Outside UBS

Jerry lives in Huntington, NY with his wife Nancy, a poet and aeroponic gardening expert. Their daughter Nicole is a project manager at a British corporate event planning company. In addition, she is a world traveler, having spent time on five continents. Jerry is a Life Member of the Fair Harbor Fire Department and is active in both his Huntington and Fire Island communities. He is past President of both the Old Chester Hills Community Association and the 55 West 83rd Co-op Board, in addition to being a Charter Member of the Citizens Budget and Finance Committee in the Elwood School District. He is an accomplished guitarist, singer, songwriter, having recently released his album "Heading East, Heading West". You can listen to Jerry on Jerry DeMeo Radio on Pandora and many other streaming services. Jerry has performed many concerts over the years in both the New York area and Florida, in addition to radio shows in both places. Jerry is also an avid cyclist and catamaran sailor.

At A Glance
- BS in Psychology, Fordham University
- MBA in Finance, Fordham University
- Senior Vice President - Wealth Management
- Senior Portfolio Manager
- Series 3, 7, 63, 66
- Life and Health insurance licensed
- Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- NAPA Top DC Advisor Teams, 2021The NAPA rating is awarded annually in March based on information from December of the prior year.
- Fordham University, B.S. Psychology
- Fordham University, M.B.A. Finance
- Senior Portfolio Manager
58 South Service Road
Suite 310
Melville, NY 11747

Paul Wexler

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
A confident financial future

As a Senior Portfolio Manager, Paul oversees several customized equity, exchange traded funds, and institutional mutual fund models. He also has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds for clients.

From an early age Paul had an interest in the financial markets and has been fortunate enough to turn that interest into a more than 30-year career with UBS. His experience with multiple generations of clients has taught him that a solid financial plan is crucial in helping guide them through both turbulent and prosperous market cycles.

A cornerstone of Paul’s practice is holistic wealth management—creating appropriate strategies in all areas of his clients’ financial lives to help them navigate constantly changing financial environments and life events. Helping clients feel confident about their future is what motivates Paul every day.

Outside UBS

Paul and his wife, Karen, have been married since 1983. They have three grown children; Stefani, Steven and Bryan. Stefani works for Oxford University Press and is married to Dr. Jay Berdia. Bryan works for a start-up company in New York City. Unfortunately Steven suffers from a rare life threatening genetic disorder called Familial Dysautonomia (FD) and lives at home with Paul and Karen. Paul has served on the board of directors of the Familial Dysautonomia Foundation since 1991. The foundation is a nonprofit organization supporting the best possible medical care and scientific research for the benefit of people afflicted with FD.

In addition to spending time with his family, Paul enjoys golfing and going to the beach.

At a glance:
- B.S. in Accounting, University of Maryland
- Managing Director—Wealth Management
- Senior Portfolio Manager
- Series 3, 7, 8, 63 & 65 securities licenses
- Life and health insurance licensed
- California Insurance License #0A05433
- Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
- University of Maryland, B.S. Accounting
- Senior Portfolio Manager
58 South Service Road
Suite 310
Melville, NY 11747
Matthew Kroin

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
Careful planning, thoughtful investing

Matt’s practice is based on financial planning, which means he makes it a point to understand the goals, needs and dreams of his clients, in order to help fulfill their aspirations. Having experienced the volatility of the 1990s, the tech bubble of 2000 and the financial crash of 2008, he takes a cautious view of investment management that his clients value. This is why it’s all the more rewarding for him to see long-term clients and their families enjoy the benefits of careful planning and thoughtful investing.

The value of communication

He began his career in financial services in 1995 and joined UBS in 2008. At Legacy Wealth Management, he and his team create a level of personalized service that feels like that of a boutique firm, but still delivers the full resources of one of the world’s largest banks. The key is ongoing and open communication between the team and their clients, which helps everyone stay focused on successfully meeting long-term goals.

Outside UBS

Matt and his wife, Nikki, have been married 20 years and live in Dix Hills, New York. They have two children, Justin and Brandon. Matt and his family are actively involved in charitable work with the Lustgarten Foundation, the Power of Pink Foundation, and Autism Speaks. Matt is passionate about spending time with his family, traveling around the world, and enjoying each and every day.

At a glance:
- B.A. in Economics and Finance, Towson University
- Senior Vice President—Wealth Management
- Senior Portfolio Manager
- UBS Wealth Advisor
- Series 7, 31, & 63 securities licenses
- Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
- Towson University, B.A. Economics and Finance
- Senior Portfolio Manager
58 South Service Road
Suite 310
Melville, NY 11747
Brian Lacks

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
Protecting clients

Brian’s goal after getting his M.B.A. from New York University’s Stern School of Business was to utilize his knowledge of investments and the financial markets to build a practice geared towards helping his clients accumulate and protect their wealth. He began his career in the financial services industry in 1986 and joined UBS in 2008.

“#personalservice”

Brian’s main areas of focus are retirement planning, lending, managed portfolio solutions and fixed income. He believes in thoughtful investment strategies and going above and beyond to help his clients in all areas of their lives. In fact, he provides such a high level of personal service that one client refers to him as “#personalservice.”

Outside UBS

Brian lives in Woodbury, NY. His number one passion is his family—wife Jill, daughter Rachel, currently pursuing her Ph.D in psychology at New York University, and his son, Jacob, who has just graduated University of Michigan and started a career in the financial services industry. He and his entire family are active participants in autism-related charities, especially Special Needs Autism Program (SNAP), an organization started by his sister-in-law.

In his spare time, Brian enjoys traveling, considers himself a “foodie”, and roots for the New York Mets and the New York Giants.

At a glance:
- B.S. in Business Administration, summa cum laude, State University of New York at Albany
- M.B.A. in Finance, Stern School of Business, New York University
- Senior Vice President—Wealth Management
- Portfolio Manager
- UBS Wealth Advisor
- Chartered Retirement Plans Specialist (CRPS®)
- Series 3, 7, 63 & 65 securities licenses
- Life and health insurance licensed
- California Insurance License #0J19816
- Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
- State University of New York at Albany, B.S. Business Administration, summa cum laude
- Stern School of Business, New York University, M.B.A. Finance
- Portfolio Manager
- Retirement Plan Consultant
58 South Service Road
Suite 310
Melville, NY 11747
Gerald DeMeo

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
The Critical Importance of Financial Planning

Jerry takes a holistic approach stressing the critical importance of financial planning in his clients' goals. This encompasses more than investing, but rather every aspect of his clients' lives, from early childhood to estate planning. With over three decades of experience guiding families and businesses through turbulent times, he has the knowledge and understanding of how to protect and advise clients to reach their goals, needs, wants and desires. To this end, in addition to focusing on his practice, Jerry has also presented an Adult Education Financial Planning workshop through various school districts on Long Island.

Outside UBS

Jerry lives in Huntington, NY with his wife Nancy, a poet and aeroponic gardening expert. Their daughter Nicole is a project manager at a British corporate event planning company. In addition, she is a world traveler, having spent time on five continents. Jerry is a Life Member of the Fair Harbor Fire Department and is active in both his Huntington and Fire Island communities. He is past President of both the Old Chester Hills Community Association and the 55 West 83rd Co-op Board, in addition to being a Charter Member of the Citizens Budget and Finance Committee in the Elwood School District. He is an accomplished guitarist, singer, songwriter, having recently released his album "Heading East, Heading West". You can listen to Jerry on Jerry DeMeo Radio on Pandora and many other streaming services. Jerry has performed many concerts over the years in both the New York area and Florida, in addition to radio shows in both places. Jerry is also an avid cyclist and catamaran sailor.

At A Glance
- BS in Psychology, Fordham University
- MBA in Finance, Fordham University
- Senior Vice President - Wealth Management
- Senior Portfolio Manager
- Series 3, 7, 63, 66
- Life and Health insurance licensed
- Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- NAPA Top DC Advisor Teams, 2021The NAPA rating is awarded annually in March based on information from December of the prior year.
- Fordham University, B.S. Psychology
- Fordham University, M.B.A. Finance
- Senior Portfolio Manager
58 South Service Road
Suite 310
Melville, NY 11747

Retirement planning

Confidence to live the life you want

We view retirement planning as a lifelong task. At every stage, we offer insightful advice about how to pursue your vision.

Accumulation: In this stage, competing financial priorities can make it difficult to focus on retirement. We can design a plan to save for your goals while funding current needs.
Transition: As retirement approaches, you need a different set of strategies. We can create an income generation plan to support your retirement needs.
Retirement: Once you’ve retired, you need a strategy to ensure you won’t outlive your money. We can help you address longevity risk, investment fluctuations and rising costs so that you can thrive.

Financial planning

Responsive service

Help with the questions that matter most

We want to be your first call for any questions, whether they relate to your finances or not. As your Advisors and advocates, we are always here for you.

“We want the service our clients experience to be similar to that of a boutique family office while having the resources and expertise of one of the world’s leading wealth management firms behind them.”

— Matthew Kroin

A tenured team: Our client service advisors, whom we consider the MVPs of our team, have worked with each other and with us for many years.
Personalized service: We look forward to getting to know you and your family. Our goal is for our clients to become our friends.
The next generation: We’re here for your children and grandchildren. They should not hesitate to call us if they have a question.

A global leader

The depth and breadth of UBS

We offer the personal attention and intimate scale of a family office, as well as access to the resources and intellectual capital of UBS, one of the world’s largest wealth managers. Your relationship with your Financial Advisor encompasses the range of specialists and services at UBS.

Our wealth planning services include:

Customized asset allocation
Risk-aware investment management
Tax minimization strategies
Concentrated stock positions
Education funding
Charitable trusts and philanthropic services
Estate planning strategies
Annuities
Life insurance
Long-term care insurance
Residential mortgages

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

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Working toward your goals

Pursuing your goals together

Paul Wexler

Matthew Kroin

Brian Lacks

Gerald DeMeo