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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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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.

  • Barry Ringelheim

    Barry Ringelheim

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IN
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NV
    • NY
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Barry began his career in the investment industry in 1968 when he joined a predecessor firm of Morgan Stanley Smith Barney. He became a portfolio manager in the firm’s Portfolio Management Program in 1993 and joined UBS in 2001. A graduate of Bryant College, Barry earned a bachelor of science degree in marketing.

    No stranger to community service, Barry founded the annual Lawrence Yacht and Country Club day to honor veterans. The day allows disabled veterans the chance to participate in golf, tennis, or fishing while raising awareness for our country’s wounded veterans. Having served our country during Vietman, it is a cause that is close to his heart. He was also president of the Civic Association of Atlantic Beach Estates, Vice President of B’nai B’rith, member of the Kiwanis Club of the Five Towns, founder of the Franklin General Hospital Tennis Tournament and sponsor of the Annual Diabetes Research Institute and Five Towns Community Chest Tennis Tournaments.

    Barry, a father of four sons, resides in Atlantic Beach, NY, with his wife, Marcia, and his two youngest sons, Max and Brett.

     

    CA Ins. Lic. # 0B30636

    • Forbes Best-in-State Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Bryant College, B.S. Marketing
    • Senior Portfolio Manager
    1055 Franklin Avenue
    Garden City, NY 11530
    barry.ringelheim@ubs.com
    Barry Ringelheim
    1055 Franklin Avenue,Garden City,NY,11530
  • Harris Ringelheim

    Harris Ringelheim, CFP

    Managing Director–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    Harris began his career in financial services on Morgan Stanley’s Annuity and Insurance Sales Desk, where he provided sales support to the firm’s financial advisors. In April of 2009, Harris joined UBS Financial Services Inc. as a New Financial Advisor Trainee. Upon completion of the firm’s trainee program, Harris partnered with his father, a 40-year industry veteran. Together they formed The Ringelheim Wealth Management Group.

    Harris earned both his Bachelor of Arts in political science and Executive M.B.A. from Binghamton University.

    In furthering his industry experience, Harris has earned the prestigious CFP® designation and is recognized as a UBS Wealth Advisor. These designations required the mastering of their respective curriculum and successful completion of examinations.

    My wife, Jennifer, and I reside in Delray Beach. FL with my son, Chase, and daughter, Blaire. I am an active member in the community with the Plainview Chamber of Commerce, Interchange Business Organization, and the Binghamton University Alumni Association.

     

    CA Ins. License # 0I04004

    • Financial Planning Top 40 Financial Advisors Under 40, 2022, 2023, 2024The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

    • Binghamton University, B.A. Political Science
    • Binghamton University, M.B.A.
    • CERTIFIED FINANCIAL PLANNER™
    • Portfolio Manager
    • Wealth Advisor
    1055 Franklin Avenue
    Garden City, NY 11530
    harris.ringelheim@ubs.com
    Harris Ringelheim, CFP
    1055 Franklin Avenue,Garden City,NY,11530
  • Jeanine Sclafani

    Jeanine Sclafani

    Client Associate

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    • CA
    • FL
    • NJ
    • NY
    • UT

    Jeanine earned a Bachelor of Business Administration in marketing from Hofstra University in 1996.  She began her career with Smith Barney in Hewlett, NY working with Barry as a Registered Client Service Associate.  After spending time to raise her family, Jeanine joined UBS in 2012 to work with the Ringelheim Wealth Management Group.  Jeanine holds both series 7 and series 66 licenses and she is dedicated to helping the team with all administrative and operational details necessary for creating the best client experience.

    Jeanine and her husband Andrew reside in Rockville Centre, NY with their three children.

      • Hofstra University, B.B.A. Marketing
        1055 Franklin Avenue
        Garden City, NY 11530
        jeanine.sclafani@ubs.com
        Jeanine Sclafani
        1055 Franklin Avenue,Garden City,NY,11530

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