Senior Vice President–Wealth Management
Financial Advisor
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.
CA License #0I21386
Senior Vice President–Wealth Management
Financial Advisor
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.
CA License #0119396
Senior Client Associate
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.