Experience

Makes all the difference

In today's economy, good financial advice has never been more critical. For more than 42 years combined, Michele and I have been building long-lasting relationships by providing our clients with exceptional risk management and comprehensive financial guidance. We strive to be your personal advocates, and provide you with both advice and service that is tailored to your unique circumstances and overall financial goals. We will regularly review your strategy, always mindful of adjustments that might be needed over time. Our mission is to be your hands-on partner, committed to a relationship that's relevant to your life and focused on your financial success. Dedicated and responsive service is the key to a successful relationship - that's why we have retained clients through a series of challenging market cycles.

David Savetz

Senior Vice President–Wealth Management

David is a Senior Vice President of Investments at our firm's Melville, New York, office. He started in the financial services industry in 1991, and prior to joining our firm in 2000, was a Vice President and Senior Financial Advisor at Merrill Lynch. He holds a JD from Brooklyn Law School and an MBA from Baruch Business School. David's professional credentials include the designation of Certified Divorce Financial Analyst, Series 7,8,9,31,63 and 65, as well as Life, Health and Disability, Long-term Care and Variable Life insurance licenses. California License #0H22279.  He is a non-practicing member of the Nassau County  Bar Association. David lives in Oyster Bay Cove with his wife Jill, and three children.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • MA
  • MD
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NY
  • PA
  • SC
  • TX
  • VA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Brooklyn Law School, J.D.
  • Baruch Business School, M.B.A.

Credentials

  • Certified Divorce Financial Analyst
58 South Service Road
Suite 310
Melville, NY 11747

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Michele Tuzzolo

Assistant Vice President

Senior Client Associate

Michele is a Senior Registered Client Service Associate at our firm's Melville, New York office. Prior to joining our firm in 2000, she held positions at Oppenheimer and Merrill Lynch, where she was a registered client associate for David Savetz. Michele received a BS degree in finance from St. John's University, and is Series 7 and 63 licensed. She is also a Notary Public. Michele lives in New Hyde Park with her son Tommy and daughter Gianna.

Registered States:
  • AZ
  • CA
  • CT
  • DE
  • FL
  • NJ
  • NY
  • PA

Education

  • St. John's University, B.S. Finance
58 South Service Road
Suite 310
Melville, NY 11747

Email Me