Lasting relationships. Trusted wealth planning.

NYC Central Park

Backed by the extensive resources of UBS, The Stone-Miller Group provides seamless integration across all aspects of your financial world. Our disciplined approach combines both targeted guidance on the complexities of wealth management with a broad outlook on retirement plan consulting for the 401(k) and pension plans of corporations and organizations.

Our team is made up of specialists in virtually every discipline, including retirement income planning, asset allocation, risk management, lending, insurance and estate planning. With the expertise to manage your entire financial life and the commitment to engage each generation of your family, we offer an experienced perspective and the thoughtful guidance you need to meet your goals.

Our wealth management approach is dedicated to helping you get the guidance and knowledge you need to accomplish your goals. Everything starts with a plan.

- The Stone-Miller Group

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.

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    Andrew D. Stone, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • MA
    • MD
    • MI
    • NJ
    • NY
    • PA
    • RI
    • SC
    • TX
    • VA
    Andrew was a former CEO of a publicly held Medical Supply Distribution Company. The business was developed from a start-up organization, and in 1983 at the age of 26, he took the company public. In 1994, Ernst & Young selected Andrew as a finalist for Long Island Entrepreneur of the Year. In 1996, he merged his company with Henry Schein Inc., which is now a Fortune 500 company. Andrew is a Certified Financial Planner. Andrew Stone earned his Bachelor’s Degree in 1978 from the University of Wisconsin. He makes his home on Long Island with his wife Yelena, who is an Internal Medicine Physician.

          1285 Avenue Of The Americas
          New York, NY 10019
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          Rainey L. Miller, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • MA
          • MD
          • MI
          • NJ
          • NY
          • PA
          • RI
          • SC
          • TX
          • VA
          Rainey was formerly the program coordinator for Salt Lake County. She has successfully planned and implemented cost efficient programs for more than seven years. Rainey’s strengths come from a competitive athletic background. In addition, Rainey has worked as an Emergency Medical Technician for the several years while living in Salt Lake City Utah. Rainey Miller earned her Bachelor’s Degree in 1983 from Utah State University.

                1285 Avenue Of The Americas
                New York, NY 10019
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                Lina Ludwicki

                Senior Client Associate

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                • CA
                • CO
                • CT
                • DC
                • FL
                • MA
                • MD
                • ME
                • MI
                • NJ
                • NY
                • PA
                • RI
                • SC
                • VA

                Lina has over 10 years of experience in the financial services industry. She began her career as a sales assistant at Merrill Lynch and then continued to Smith Barney with her team. Lina then joined UBS in 2013 with her financial advisory team. She contributes to the growth and management of our business while providing extraordinary dedication to excellent client service.

                Lina earned her B.B.A. at the Zicklin School of Business at Baruch College.

                      1285 Avenue Of The Americas
                      New York, NY 10019

                    A focus on personalized access and service

                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                    mom and daughter

                    Financial planning for what matters most to you

                    business woman

                    Thoughtful advice, customized investment solutions

                    retirement couple

                    Pension and retirement plan services

                    two business people

                    Exemplary service

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    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

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