How can you pursue what matters most?

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.

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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.

Steven Shemirani

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
2nd Floor
Rochester, NY 14625

steven.shemirani@ubs.com

Steven Shemirani

400 Linden Oaks,Rochester,NY,14625
Jeff Rocca

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
2nd Floor
Rochester, NY 14625

jeff.rocca@ubs.com

Jeff Rocca

400 Linden Oaks,Rochester,NY,14625
Victoria Montemorano

Registered Client Associate
View bio
- 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
2nd Floor
Rochester, NY 14625

victoria.m.montemorano@ubs.com

Victoria Montemorano

400 Linden Oaks,Rochester,NY,14625
Lisa Harrington

Senior Registered Client Associate
View bio
- 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
2nd Floor
Rochester, NY 14625

lisa.harrington@ubs.com

Lisa Harrington

400 Linden Oaks,Rochester,NY,14625

Steven Shemirani

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
2nd Floor
Rochester, NY 14625

steven.shemirani@ubs.com

Steven Shemirani

400 Linden Oaks,Rochester,NY,14625
Jeff Rocca

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
2nd Floor
Rochester, NY 14625

jeff.rocca@ubs.com

Jeff Rocca

400 Linden Oaks,Rochester,NY,14625
Victoria Montemorano

Registered Client Associate
View bio
- 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
2nd Floor
Rochester, NY 14625

victoria.m.montemorano@ubs.com

Victoria Montemorano

400 Linden Oaks,Rochester,NY,14625
Lisa Harrington

Senior Registered Client Associate
View bio
- 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
2nd Floor
Rochester, NY 14625

lisa.harrington@ubs.com

Lisa Harrington

400 Linden Oaks,Rochester,NY,14625

House View Monthly

A leading global wealth manager

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

Top 10 tax tips

Tax-smart plans for 2025

Tax Day is upon us and it’s crucial to stay proactive as you navigate the evolving tax environment. Our Top 10 tax-smart tips for 2025 can help you manage your tax situation and maximize potential savings.

As always, our team is ready to help you build a tax-smart plan that works for you all year long. Reach out for personalized service.

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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

How can you pursue what matters most?

Pursuing your goals together

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Steven Shemirani

Jeff Rocca

Victoria Montemorano

Lisa Harrington