Insight-based advice

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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.

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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.

  • David J. schnall

    David Schnall

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • CA
    • CO
    • CT
    • FL
    • MA
    • ME
    • MI
    • NH
    • NJ
    • NY
    • SC
    • TX
    • VA
    • WI

    David is a Senior Vice President of Wealth Management at our firm's Melville, New York office after previously serving as the branch manager of the Port Jefferson, NY branch. Prior to joining UBS in 2014, he was a Senior Vice President and Financial Advisor with Morgan Stanley. With over 30 years experience as a Financial Advisor, David earned his Wealth Advisor designation in 2016, an award which represents a UBS certification to address complex client needs with a comprehension array of wealth management services. David's diversified experience and knowledge of the business enables him to provide quality strategies customized to your needs. He concentrates on developing long-term relationships through a commitment to quality client service, personalized advice and first-class solutions.

    He currently holds his FINRA series 7, 63, 31 and 9/10 licenses, as well as licenses for life, accident and health insurance and variable annuities. 

    David grew up on Long Island and currently resides in Miller Place, NY. In his free time he enjoys boating, fishing, skiing, traveling with his family and training in mixed martial arts.

        • Wealth Advisor
        58 South Service Road
        Suite 310
        Melville, NY 11747
      • Lori-McDaniel

        Lori Coyne McDaniel

        Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • FL
        • GA
        • MA
        • MD
        • ME
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OK
        • PA
        • RI
        • SC
        • TX
        • VA

              58 South Service Road
              Suite 310
              Melville, NY 11747
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              Carrie Marone

              Senior Client Associate

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              • CA
              • FL
              • MA
              • NJ
              • NY

                    58 South Service Road
                    Suite 310
                    Melville, NY 11747

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                  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.

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