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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
      • 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. 

         

        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
          • OH
          • OK
          • OR
          • PA
          • PR
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA

                58 South Service Road
                Suite 310
                Melville, NY 11747

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              Managing wealth is our craft

              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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