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.

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

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

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        • 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
            • James-Dalimonte

              James Dalimonte

              First Vice President–Wealth Management

              Financial Advisor

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              • 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
                • 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
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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

                          Are markets going "Back to the Future"?

                          Debt ceiling and inflation

                          Tree

                          Exceptional financial strength and stability

                          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