The right path toward retirement

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

              For more than 30 years, James (“Jim”) Dalimonte has helped affluent families navigate their most important financial decisions with clarity and confidence. Since joining UBS in 2004, Jim has specialized in delivering customized financial plans and disciplined, research‑driven investment strategies designed to grow and preserve multigenerational wealth.

              As a Senior Portfolio Manager in UBS’s Portfolio Management Program, Jim applies a rigorous investment process focused on risk management, thoughtful portfolio construction, and long‑term planning. His approach reflects the same work ethic, reliability and leadership that define his involvement in the Port Washington community—where he previously served as President of Port Washington Youth Activities.

              Jim and his wife, Mariann, live in Port Washington, NY with their three children. Clients appreciate his steady guidance, attention to detail, and commitment to helping families feel confident about their financial future.

                  • 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

                  Josephine has more than 39 years of experience in the financial services industry. She began her career as a Sales Assistant at Kidder Peabody & Co., a firm that eventually merged with Paine Webber and, through a subsequent merger, became part of what is now UBS Financial Services. Her journey through these institutions has provided her with an understanding of the evolving landscape of wealth management and client service.

                  In her current capacity as a Senior Wealth Strategy Associate, Josephine works closely with MDM’s financial advisors to deliver comprehensive wealth strategies and services tailored to clients’ needs. She is dedicated to simplifying the wealth management process by first getting to know her clients’ unique goals and values. This commitment to personalized service allows her to build lasting relationships that reflect both the immediate and long-term objectives of the individuals and families she serves.

                  Josephine earned a BA in Psychology from Hofstra University and is fluent in Italian.  She enjoys playing pickleball and cooking for family and friends.

                    • Hofstra University, Bachelor of Arts- Psychology
                    • FINRA Series 7, 63, 65 Securities Licenses
                    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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                      Amanda joined UBS in 2021, bringing with her a decade of experience in the finance industry.  Before her tenure at UBS, Amanda worked at several prominent firms, including Oaktree Capital Management, Hightstar Capital LP and Fortress Investment Group. 

                      Amanda focuses on building strong relations with clients, ensuring all transactions run smoothly with clear communication, meticulous attention to detail and genuine thoughtfulness.

                      Outside of her professional pursuit, Amanda enjoys running, skiing, and hiking with her family, embracing an active lifestyle together. 

                      She holds a Bachelor of Arts in Economics and a Master of Science in English Education, both from Long Island University.

                        • 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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                          Brian Monahan

                          Client Associate

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                                  1055 Franklin Avenue
                                  Garden City, NY 11530
                                  brian.monahan@ubs.com
                                  Brian Monahan
                                  1055 Franklin Avenue,Garden City,NY,11530
                                Three generations in apple orchard

                                Turn possibilities into a plan

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                                A leading global wealth manager

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                                Clarity in a rapidly changing world

                                We’re here to help guide you through uncertain times

                                Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

                                Let’s create a path together so you can move forward with confidence, no matter what comes next.

                                A leader in wealth management

                                Backed by the strength of our parent company, UBS AG

                                $7 trn

                                UBS Group invested assets
                                As of 12/31/2025

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a leading and truly global wealth manager

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