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

        • Portfolio Manager
        58 South Service Road
        Suite 310
        Melville, NY 11747
        donald.depiro@ubs.com
        Donald DePiro, PMP
        58 South Service Road,Melville,NY,11747
      • sarah

        Sarah Iadanza, CFP

        Financial Advisor

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

        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. Podcast host and creator of the Mindful Money Manager podcast.

        https://www.ubs.com/us/en/wealth-management/podcast/sarah-iadanza.html

         

        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
          sarah.iadanza@ubs.com
          Sarah Iadanza, CFP
          58 South Service Road,Melville,NY,11747
        • mg

          Maria Gasparro

          Senior Vice President–Wealth Management

          Financial Advisor

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

            • SJU, Master's Degree in Finance
            • SJU, Bachelor's Degree in Finance
              58 South Service Road
              Suite 310
              Melville, NY 11747
              maria.gasparro@ubs.com
              Maria Gasparro
              58 South Service Road,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
              • OH
              • OK
              • OR
              • PA
              • PR
              • RI
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA

                    58 South Service Road
                    Suite 310
                    Melville, NY 11747
                    christine.weber@ubs.com
                    Christine Weber
                    58 South Service Road,Melville,NY,11747

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