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
    • 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 Registered 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
            822 North Highway A1A
            2nd Floor
            Ponte Vedra Beach, FL 000
            mary.stjohn@ubs.com
            Mary Veronko
            822 North Highway A1A,Ponte Vedra Beach,FL,000
          Three generations in apple orchard

          Turn possibilities into a plan

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          A leading global wealth manager

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          Support and resources

          Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

          Learn how you can get involved and make an impact through the UBS Optimus Foundation.

          The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $6 trn

          UBS Group invested assets
          As of 12/31/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

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