Financial planning and beyond

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.

Three generations in front yard

Roy Cashion III

Vice President–Wealth Management

Personal & Community

  • Four years served in the U.S. Navy
  • Member of Rotary International, Moriches, NY
  • Volunteer for various community projects
  • Volunteer at camp Pa-Qua-Tuck for mentally and physically challenged children
  • Member Hampton Bays Chamber of Commerce, Hampton Bays, NY
Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • MA
  • MD
  • NJ
  • NV
  • NY
  • PA
  • RI
  • TX

Education

  • B.A. Political Economics, Long Island University
  • Postgraduate, Secondary Education Credentials, Chapman University
8 Main Street
Southampton, NY 11968
  • (631) 287-5841

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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.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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