How can you pursue what matters most?

Family photos on shelf

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.

Grandmother laptop

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.

  • Steve Shemirani

    Steven Shemirani

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV

    Steve specializes in working with affluent individuals and the challenges in meeting their overall financial goals and dreams.

    He has over 30 years of experience in the financial services industry with UBS and its legacy firms.  He holds the Series 7, 63 and 65 securities licenses, as well as licenses for life, health insurance and annuities.  

    Born and raised in Rochester, New York, Steve resides in Pittsford with wife Lisa and children Ellie, Sophie, and Will. He is a graduate of McQuaid Jesuit High School and Hamilton College, with a B.S. degree in economics and history.  He enjoys time with family and outdoor activities.

    • Forbes Best-in-State Wealth Advisors, 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, 2025The 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.

        400 Linden Oaks
        Rochester, NY 14625
        steven.shemirani@ubs.com
        Steven Shemirani
        400 Linden Oaks,Rochester,NY,14625
      • Jeff Rocca

        Jeff Rocca

        Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AK
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IA
        • IL
        • IN
        • MA
        • MD
        • ME
        • MI
        • MN
        • MS
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV
        • Forbes Best-in-State Wealth Management Teams, 2025The 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.

            400 Linden Oaks
            Rochester, NY 14625
            jeff.rocca@ubs.com
            Jeff Rocca
            400 Linden Oaks,Rochester,NY,14625
          • Victoria

            Victoria Montemorano

            Registered Client Associate

            • image
            • image
            • image
            • NY

            Victoria joined UBS in November 2020 as a Client Associate.   She manages the operational, administrative and client service functions for the team. 

            Victoria graduated from Bentley University, where she majored in managerial economics with a concentration in marketing.   She enjoys doing CrossFit in her spare time.   Since joining UBS, Victoria has passed industry exams to hold her Series 7 and 66 registrations. 

                  400 Linden Oaks
                  Rochester, NY 14625
                  victoria.m.montemorano@ubs.com
                  Victoria Montemorano
                  400 Linden Oaks,Rochester,NY,14625
                • Lisa Harrington

                  Lisa Harrington

                  Senior Registered Client Associate

                  • image
                  • image
                  • image
                  • AZ
                  • CA
                  • CO
                  • FL
                  • IL
                  • MA
                  • MD
                  • MI
                  • MS
                  • NY
                  • OR
                  • PA
                  • SC
                  • TX
                  • UT
                  • VA
                  • WA

                  Lisa brings 5 years of experience in the financial services industry, most recently as a Senior Registered Client Service Associate with the UBS Northern California Market. Lisa attended The Rochester Institute of Technology where she earned her B.S. in Advertising and Public Relations and M.S. in Communication and Media Technology. Lisa joined our team in 2020 as a Client Service Associate, providing administrative and operational support to our clients.

                  In her free time Lisa enjoys yoga, surfing and spending time with family and friends. She lives in Penfield, NY with her husband, two daughters, and family dog Porter.

                        400 Linden Oaks
                        Rochester, NY 14625
                        lisa.harrington@ubs.com
                        Lisa Harrington
                        400 Linden Oaks,Rochester,NY,14625

                      House View Monthly

                      Mountain climbers on peak at sunrise

                      A leading global wealth manager

                      Three generations in apple orchard

                      Turn possibilities into a plan

                      climbers

                      2024 planning guide

                      For your financial well-being

                      Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

                      We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $5.9+ trn

                      UBS Group invested assets
                      As of 06/30/2024

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

                      Insights

                      This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                      Go to privacy settings