Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Three generations on beach

Richard Morrow, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AL
  • AZ
  • AZ
  • CA
  • CA
  • CO
  • CO
  • CT
  • CT
  • DC
  • DC
  • DE
  • DE
  • FL
  • FL
  • GA
  • GA
  • HI
  • HI
  • IA
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  • IL
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  • IN
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  • KS
  • KS
  • LA
  • LA
  • MA
  • MA
  • MD
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  • ME
  • ME
  • MO
  • MO
  • MT
  • MT
  • NC
  • NC
  • NH
  • NH
  • NJ
  • NJ
  • NM
  • NM
  • NV
  • NV
  • NY
  • NY
  • OH
  • OH
  • OR
  • OR
  • PA
  • PA
  • RI
  • RI
  • SC
  • SC
  • SD
  • SD
  • TX
  • TX
  • VA
  • VA
  • VT
  • VT
  • WA
  • WA

Education

  • B.S. Civil Engineering, Carnegie Mellon University
  • M.S. Structural Engineering and Mechanics of Materials, University of California, Berkeley

Credentials

  • CERTIFIED FINANCIAL PLANNER

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Cash management
Retirement planning
Estate planning strategies
Asset allocation
Structured products
Multi-generational families
Women investors
1055 Franklin Avenue
Suite 300
Garden City, NY 11530

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Turn possibilities into a plan

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A leading global wealth manager

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Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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