Financial planning and beyond

Oculus

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Globe

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.

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    Douglas Razzetti

    First Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • LA
    • MA
    • MD
    • NJ
    • NM
    • NY
    • PA
    • SC
    • TN
    • VA
    • VT

    With over 22 years of experience working with PaineWebber and UBS, Doug has maintained close personal relationships with his high net worth and institutional clients. He has been a member of the Razzetti Group for 15 years and has earned UBS's Portfolio Manager designation.

        • Portfolio Manager
        299 Park Avenue
        New York, NY 10171
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        Mary Veronko

        Senior Client Associate

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        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IL
        • MA
        • MD
        • MI
        • NC
        • NH
        • NJ
        • NY
        • OH
        • OR
        • PA
        • TN
        • UT
        • VA
        • WA

        Mary joined UBS in 2011 after a 16 year tenure at Merrill Lynch. Some of her responsibilities include enabling online account access for our clients as well as overseeing new account opening and transfers for investment, retirement and estate accounts as well as annuities. Mary graduated from Dowling College with her B.A. degree in Finance and during the first four years of her career attended St. John's part time where she earned her M.B.A. in Economics. She maintains her Series 7, Series 66 as well as her Life and Health Insurance licenses. Mary is currently studying for her CRPC® (Chartered Retirement Planning Counselor), a designation that she hopes to obtain by year end. Mary currently resides on Long Island.

          • Dowling College , B.A. degree in Finance
          • St. John's , M.B.A. in Economics
            Home Worker FL
            Home Worker FL, FL 000

          Focus on liquidity management

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          UBS and Credit Suisse—stronger than ever

          Managing wealth is our craft

          We’re committed to understanding what wealth means for you.

          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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          As of 11/07/2023

          51 countries

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