Senior Vice President–Wealth Management
Financial Advisor
Stephen is a Senior Vice President of Investments at our firm’s Melville, New York Office. He began his career in 1991 with Gilford Securities, a boutique investment bank and financial advisory firm before he joined UBS in 2014. He graduated magna cum laude from Washington University in St. Louis where he received a BSBA with concentrations in Accounting and Finance. He holds Series 4, 7, 10, 24, 51, 63, and 65 licenses as well as Life, Health, and Variable Life/Annuities insurance licenses (California Insurance License# 0K21233). Stephen lives in Dix Hills with his wife Susan and their three daughters.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Stephen is a Senior Vice President of Investments at our firm’s Melville, New York Office. He began his career in 1991 with Gilford Securities, a boutique investment bank and financial advisory firm before he joined UBS in 2014. He graduated magna cum laude from Washington University in St. Louis where he received a BSBA with concentrations in Accounting and Finance. He holds Series 4, 7, 10, 24, 51, 63, and 65 licenses as well as Life, Health, and Variable Life/Annuities insurance licenses (California Insurance License# 0K21233). Stephen lives in Dix Hills with his wife Susan and their three daughters.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Wealth Strategy Associate
Krystle is a Senior Registered Client Service Associate at our firm’s Melville, New York office. She began her career more than 15 years ago with Morgan Stanley and joined UBS in 2012. She graduated magna cum laude from the State University of New York at Oneonta where she received a BS in Business Economics. She holds Series 7 and 66 licenses. Krystle lives in East Northport with her husband and their two sons.
Wealth Strategy Associate
Krystle is a Senior Registered Client Service Associate at our firm’s Melville, New York office. She began her career more than 15 years ago with Morgan Stanley and joined UBS in 2012. She graduated magna cum laude from the State University of New York at Oneonta where she received a BS in Business Economics. She holds Series 7 and 66 licenses. Krystle lives in East Northport with her husband and their two sons.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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