How will we work together?

Build a plan for the future you envision

Exterior view of buildings and cranes

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.

Road

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.

  • Senior Vice President-Wealth Management

    David M. Barnett

    Senior Vice President–Wealth Management

    Institutional Consultant, UBS Institutional Consulting Program

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    • CA
    • FL
    • GA
    • IL
    • MI
    • NC
    • NJ
    • NV
    • NY
    • SC
    • TN
    • TX
    • WA
    • WI

    For more than 27 years, Dave has been committed to providing comprehensive wealth management through every kind of market cycle. Many of his clients have been with him his entire career, valuing his commitment to developing steady, trusted relationships that span generations. Courteous and responsive, Dave is appreciated by his clients for his knowledge, experience and understanding. 

    Dave is one of only 100 Institutional Consultants at UBS out of 7,000 advisors nationwide, which is a select group who provide investment advisory services to Taft-Hartley plans, corporations, private and public retirement plans, municipalities, foundations, and endowments.

    Dave earned his BA in Political Science from Holy Cross College. He resides in Fort Salonga, New York with his wife Jennifer, and two sons Michael and Declan.  

    Licenses: Series 7, 63 & 65 securities licenses, Life, Health & Annuities Insurance licenses

    • Forbes Best-in-State Wealth Advisors, 2021The 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.

    • Holy Cross College, BA in Political Science
    • Institutional Consultant, UBS Institutional Consulting Program
    58 South Service Road
    Suite 310
    Melville, NY 11747
  • Senior Wealth Strategy Associate

    Nicholas Aponte, CFP, CIMA

    Senior Wealth Strategy Associate

    CERTIFIED FINANCIAL PLANNER™

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    • CA
    • FL
    • GA
    • IL
    • MI
    • NC
    • NJ
    • NV
    • NY
    • SC
    • TN
    • TX
    • WA
    • WI

    Nick is a CERTIFIED FINANCIAL PLANNER™ professional and is trained in investment management, financial planning, retirement planning and estate planning strategies. Nick also holds the Certified Investment Management Analyst® designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Business school of Management, Yale University.


    Nick handles many facets of the team’s investment management, which includes investment analysis and suitability, asset allocation modeling, manager search and selection and compiling portfolio reviews. Nick believes firmly in offering a customized approach to wealth management, built on personal relationships, and shaped by an understanding of the clients’ needs and aspirations.

    Nick earned a B.A. in Finance and Business Management from the Smeal College of Business at The Pennsylvania State University. At Penn State he played Division 1 lacrosse. Nick resides in Bay Shore, New York.


    Licenses: Series 7 and 66 securities

      • Smeal College of Business at The Pennsylvania State University, B.A. in Finance and Business Management
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      58 South Service Road
      Suite 310
      Melville, NY 11747
    • Senior Client Service Associate

      Jennifer Lanza

      Senior Client Associate

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      • CA
      • FL
      • GA
      • IL
      • MI
      • NC
      • NJ
      • NV
      • NY
      • SC
      • TN
      • TX
      • WA
      • WI

      Jennifer joined the team in 2004 with over 30 years of experience in the financial services industry. Jennifer handles the team’s multifaceted operation and coordinating the group’s overall day-to-day administration. She is the lead service provider for our relationships and maintains up-to-date knowledge of the firm resources, policies and procedures. Jennifer provides clients with the highest level of service with a commitment to excellence.  She holds her Series 7, 63 and 66 securities licenses.

            58 South Service Road
            Suite 310
            Melville, NY 11747

          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.

          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.

          Institutional consulting

          Institutional consulting

          Retirement plan sponsors

          Retirement plan sponsors

          Retirement planning

          Retirement planning

          Backed by the strength of UBS

          A global leader in wealth management

          Global leader

          UBS is a world-leading wealth manager

          Financial strength

          Driving confidence.
          Aa3 (stable) Moody’s
          A+ (stable) Standard & Poor’s

          UBS AG, long-term senior secured debt rating. As of 11/23/2021

          More than 150 years

          offering financial advice