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
    • IL
    • MA
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NY
    • OK
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    • TX
    • VA
    • WI

    David is a Senior Vice President of Investments 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 with his wife Jini, their daughters Beverly and Leah and son Jacob. 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

        Account Vice President

        Financial Advisor

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        • CA
        • CO
        • CT
        • FL
        • GA
        • MA
        • MD
        • ME
        • NC
        • NH
        • NJ
        • NY
        • 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

                  The circular economy: What is it?

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

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                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

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