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
    • DE
    • FL
    • GA
    • IA
    • IL
    • MA
    • MD
    • ME
    • MS
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    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.  Steve has obtained the title of Wealth Advisor by undergoing a rigorous accreditation program.

    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.

          400 Linden Oaks
          Rochester, NY 14625
        • Jeff Rocca

          Jeff Rocca

          Account Vice President

          Financial Advisor

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

                400 Linden Oaks
                Rochester, NY 14625
              • Victoria

                Victoria Montemorano

                Client Associate

                • image
                • image
                • image
                • NY

                Victoria joined UBS in November 2020 as a Client Service 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
                    • Lisa Harrington

                      Lisa Harrington

                      Senior Client Associate

                      • image
                      • image
                      • image
                      • AZ
                      • CA
                      • CO
                      • FL
                      • IL
                      • MA
                      • MD
                      • MI
                      • NY
                      • OR
                      • PA
                      • 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
                          Retirement planning

                          Retirement planning

                          Multigenerational planning

                          Multigenerational planning

                          Wealth, from your point of view

                          2022 tax 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.

                          Backed by the strength of UBS

                          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

                          Insights