How can you pursue what matters most?

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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.

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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.

  • Paula-Rohr

    Paula Rohr

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • FL
    • NJ
    • NM
    • NY

    My foundation for helping wealthy families and investors for the past 30 years began with my studies of Management and Communications at Adelphi University. In  1988 I became a CERTIFIED FINANCIAL PLANNER™.  Unlike many financial advisors who may only have a single track of experience, my career credentials have been built on a deep understanding of four significant areas:  business management (growth and transition), exclusive private banking (credit facilities and cash management), financial planning (retirement, estate and insurance planning, philanthropy and tax efficiency), and investment advisory (long term asset management and income).

    From 1997-2008, I served as a Private Banker for both JPMorgan Private Bank and Citi Private Bank, where I developed a thorough understanding of the many financial challenges, important decisions and complex wealth management needs affluent families face throughout their lives, including the specific requirements of family offices and businesses in transition.  Since joining UBS in 2009, I have been bringing it all together for clients of significant wealth by delivering a team approach with exclusive and unique solutions. I strive to make clients’ lives easier by coordinating with their other advisors (tax accountants and estate attorneys) to provide a customized and comprehensive experience.

    As an Accredited Estate Planner (AEP), I'm a member Estate Planning Council of Nassau County and have served on the Board of St. Mary’s Healthcare Systems for Children and Heckscher Museum of Art.  I live in North Hills with my fiancée,  Lewis Plosky and in my spare time enjoy playing golf.

      • Adelphi University, Management and Communications
      • Portfolio Manager
      One Jericho Plaza
      Jericho, NY 11753
    • Susan-Trocchia

      Susan Trocchia

      Senior Client Associate

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        After graduating from Manhattan College with a Bachelor of Science degree in Business Administration, I began my career at JP Morgan Chase where I worked in financial accounting for 15 years. I joined UBS in 2004 as a Client Service Associate.   My main focus is to enhance the client experience by anticipating client's needs, resolving their problems and following through with exceptional service. As a result, we've established quality relationships with our current clients and their families.

        I take great pride in being the first line of contact for all of our clients' inquiries. I make sure that account and balance transfers execute efficiently and client reports generate properly. In addition, we collaborate with our clients' tax accountants and estate attorneys to make certain tasks such as Required Minimum Distributions (RMDs), cost basis transfers, and tax reporting are completed accurately and in a timely manner.

        My husband and I live in Manhasset and our two daughters, Daniela and Laura, live in New York City.  I am an active volunteer with the Manhasset Coalition Against Breast Cancer, the National Organization for Italian American Women and the Nassau County AHRC Foundation.

          • Manhattan College, B.S. Business Administration
            One Jericho Plaza
            Jericho, NY 11753
          A team approach

          A team approach


          UBS and Credit Suisse—stronger than ever

          Tailored lending and cash management

          Tailored lending and cash management

          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