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 10017
        douglas.razzetti@ubs.com
        Douglas Razzetti
        299 Park Avenue,New York,NY,10017
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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
        • 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
            mary.stjohn@ubs.com
            Mary Veronko
            Home Worker FL,Home Worker FL,FL,000
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          UBS ElectionWatch

          Election day is over. Now what?

          Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

          Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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