The right path toward retirement

Mountain climbers reaching the summit

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.

Four people meeting in glass office

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

    • image
    • image
    • image
    • CA
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MS
    • NC
    • NH
    • NJ
    • NY
    • OR
    • PA
    • SC
    • SD
    • TN
    • 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
      • Leo-Monahan

        Leo Monahan

        First Vice President–Wealth Management

        Financial Advisor

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

              1055 Franklin Avenue
              Garden City, NY 11530
            • James-Dalimonte

              James Dalimonte

              First Vice President–Wealth Management

              Financial Advisor

              • image
              • image
              • image
              • CA
              • CT
              • DC
              • DE
              • FL
              • GA
              • IL
              • KS
              • KY
              • MA
              • MD
              • ME
              • MI
              • MS
              • NC
              • NH
              • 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
                • Josephine Noto

                  Josephine Noto

                  Wealth Management Associate

                  • image
                  • image
                  • 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
                    • image

                      Amanda Mevorach

                      Client Associate

                      • image
                      • image

                              1055 Franklin Avenue
                              Garden City, NY 11530

                            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.

                            Backed by the strength of UBS

                            A global leader in wealth management

                            $2.8 trillion

                            In invested assets globally 
                            As of 06/30/2022

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a world-leading wealth manager