The right path toward retirement

Sailboat splashing in water

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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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.

  • Jeffrey-Mevorach

    Jeffrey Mevorach

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MS
    • NC
    • NJ
    • NY
    • OR
    • PA
    • SC
    • SD
    • TX
    • VA
    • WI

    Jeffrey has been developing personalized retirement plans and investment strategies for clients for over 25 years. Having joined UBS in 2004, he is passionate about the financial consultation and portfolio construction processes. Working in close partnership with his clients, Jeffrey helps to clearly define their goals and objectives as he designs their customized wealth management strategies.

        • CERTIFIED FINANCIAL PLANNER™
        • Senior Portfolio Manager
        1055 Franklin Avenue
        Garden City, NY 11530
        jeffrey.mevorach@ubs.com
        Jeffrey Mevorach
        1055 Franklin Avenue,Garden City,NY,11530
      • Leo-Monahan

        Leo Monahan

        First Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • KS
        • KY
        • MA
        • MD
        • ME
        • MI
        • MS
        • NC
        • NJ
        • NY
        • OR
        • PA
        • SC
        • SD
        • TX
        • VA
        • WI

              1055 Franklin Avenue
              Garden City, NY 11530
              leo.monahan@ubs.com
              Leo Monahan
              1055 Franklin Avenue,Garden City,NY,11530
            • James-Dalimonte

              James Dalimonte

              First Vice President–Wealth Management

              Financial Advisor

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              • AZ
              • CA
              • CT
              • DC
              • DE
              • FL
              • GA
              • IL
              • KS
              • KY
              • MA
              • MD
              • ME
              • MI
              • MS
              • NC
              • NJ
              • NY
              • OR
              • PA
              • SC
              • SD
              • TX
              • VA
              • WI

              Joining UBS in 2004, Jim brings over 20 years of financial services and retirement planning experience to the team. He designs personalized financial plans and investment strategies to address the needs of affluent families-focusing on portfolio development. Jim is a Senior Portfolio Manager in the Portfolio Management Program at UBS. He and his wife, Mariann, have three children and reside in Port Washington, NY. He is active in his community and currently serves on the Board of Directors of Port Washington Youth Activities.

                  • Senior Portfolio Manager
                  1055 Franklin Avenue
                  Garden City, NY 11530
                  james.dalimonte@ubs.com
                  James Dalimonte
                  1055 Franklin Avenue,Garden City,NY,11530
                • Josephine Noto

                  Josephine Noto

                  Senior Wealth Strategy Associate

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                  • CA
                  • CT
                  • FL
                  • GA
                  • MA
                  • MD
                  • NC
                  • NJ
                  • NY
                  • PA
                  • SC
                  • TX

                    • Hofstra University, Bachelor of Arts- Psychology
                      1055 Franklin Avenue
                      Garden City, NY 11530
                      josephine.noto@ubs.com
                      Josephine Noto
                      1055 Franklin Avenue,Garden City,NY,11530
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                      Amanda Mevorach

                      Client Associate

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                          • Long Island University, M.S. English Education
                          • Long Island University, B.A. Economics
                            1055 Franklin Avenue
                            Garden City, NY 11530
                            amanda.mevorach@ubs.com
                            Amanda Mevorach
                            1055 Franklin Avenue,Garden City,NY,11530

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                          UBS and Credit Suisse—stronger than ever

                          Global Wealth Report 2024

                          Crafted wealth intelligence

                          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                          Gain additional insights into the trends shaping wealth in the US and around the world.

                          Download the report

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.8+ trn

                          UBS Group invested assets
                          As of 03/31/2024

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

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