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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • DD

    Donald DePiro, PMP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • FL
    • GA
    • KY
    • MA
    • MD
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OR
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    • SC
    • TX
    • UT
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    • WV

        • Portfolio Manager
        58 South Service Road
        Suite 310
        Melville, NY 11747
      • mg

        Maria Gasparro

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CT
        • FL
        • GA
        • KY
        • MA
        • MD
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OR
        • PA
        • PR
        • SC
        • TX
        • UT
        • VA
        • WA
        • WV

          • SJU, Master's Degree in Finance
          • SJU, Bachelor's Degree in Finance
            58 South Service Road
            Suite 310
            Melville, NY 11747
          • sarah

            Sarah Iadanza, CFP

            Financial Advisor

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            • AZ
            • CA
            • CT
            • FL
            • GA
            • KY
            • MA
            • MD
            • NC
            • NH
            • NJ
            • NM
            • NY
            • OR
            • PA
            • PR
            • SC
            • TX
            • UT
            • VA
            • WA
            • WV

            As a CERTIFIED FINANCIAL PLANNER™, I emphasize the importance of a well-rounded financial plan as well as aid clients in areas such as income tax planning, estate planning, and retirement planning. Our team focuses on working with our clients to develop individualized, goal-based financial plans. 

             

            I hold Series 7 and 66 as well as Life, Health and Variable Annuities Licenses.

             

            I reside in Smithtown with my husband and daughter.

              • UB, Bachelor's Degree
              • CERTIFIED FINANCIAL PLANNER™
              58 South Service Road
              Suite 310
              Melville, NY 11747
            • CW

              Christine Weber

              Senior Client Associate

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              • AZ
              • CA
              • CO
              • CT
              • DE
              • FL
              • GA
              • HI
              • IL
              • KS
              • KY
              • LA
              • MA
              • MD
              • NC
              • NH
              • NJ
              • NV
              • NY
              • OK
              • OR
              • PA
              • PR
              • RI
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WV

                    58 South Service Road
                    Suite 310
                    Melville, NY 11747

                  Focus on liquidity management

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                  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.

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