Your life's goals

Wealth management to help you get there

Meeting behind closed doors

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Young family at the beach

Steven Solomon

Senior Vice President–Wealth Management

Steven has been a Financial Advisor since 1991. He enjoys working with people. He cares about getting to know his clients, connecting with them and truly understanding them personally. He primarily works with private investors and small businesses. Giving back to the community is very important to Steven. He serves on the board of trustees for the Jill E. Solomon Charitable Foundation, previously served on the board of trustees of Project Morry, and he supports various other charities and causes. Steven graduated Lehigh University in 1991 with a major in international relations. He holds the Series 7 and 63 securities licenses, as well as life and health insurance licenses.

Having played football and soccer for many years, Steven is an avid sports fan. Steven was born and raised in White Plains, NY, and he lives in West Nyack, NY with his wife Tricia and goldendoodle Jackson. He is the proud parent of daughters Jamie and Samantha, and proud stepfather of Cailey, Dennis and Jake.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WV
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

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

3 Manhattanville Rd
Suite 210
Purchase, NY 10577
  • (914) 287-6024

Email Me

Why does A.I. in space matter?

Outlook on interest rates


UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager