Insight-based advice

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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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.

Frank Tortorici

Senior Vice President–Wealth Management
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- WI
- WY
Frank brings over 30 years of experience to our client relationships; beginning his career at Merrill Lynch, working as a Sales Manager and Branch Manager at Smith Barney and moving to UBS Financial Services in 2012. He is a Certified Financial Planner and holds Series 3, 6, 7, 8 and 63 securities licenses, as well as licenses for life, accident and health insurance and variable annuities. Frank's bachelor's degree is from LIU/CW Post in NY.

Frank spends his spare time on the Board of Directors for the Make-A-Wish Foundation and as a facilitator for Rainbows for All God's Children. His philanthropic endeavors and professional achievement earned him the "50 or so around 50" award in 2011, granted by Long Island Business News. Frank lives with his wife in Smithtown, NY.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- LIU/CW Post, Bachelor's Degree
- CERTIFIED FINANCIAL PLANNER
58 South Service Road
Suite 310
Melville, NY 11747

frank.p.tortorici@ubs.com

Frank Tortorici

58 South Service Road,Melville,NY,11747

Frank Tortorici

Senior Vice President–Wealth Management
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- WI
- WY
Frank brings over 30 years of experience to our client relationships; beginning his career at Merrill Lynch, working as a Sales Manager and Branch Manager at Smith Barney and moving to UBS Financial Services in 2012. He is a Certified Financial Planner and holds Series 3, 6, 7, 8 and 63 securities licenses, as well as licenses for life, accident and health insurance and variable annuities. Frank's bachelor's degree is from LIU/CW Post in NY.

Frank spends his spare time on the Board of Directors for the Make-A-Wish Foundation and as a facilitator for Rainbows for All God's Children. His philanthropic endeavors and professional achievement earned him the "50 or so around 50" award in 2011, granted by Long Island Business News. Frank lives with his wife in Smithtown, NY.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- LIU/CW Post, Bachelor's Degree
- CERTIFIED FINANCIAL PLANNER
58 South Service Road
Suite 310
Melville, NY 11747

frank.p.tortorici@ubs.com

Frank Tortorici

58 South Service Road,Melville,NY,11747

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch a replay of our livestream with Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, and Leslie Falconio, Head of Taxable Fixed Income Strategy, where they will discuss CIO’s outlook for a broadening market rally, and the continued importance of high-quality fixed income in today’s evolving investment landscape. Hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas.

February 05, 2026

A leading global wealth manager

Managing wealth in a changing world

Geopolitics, trade and your portfolio

In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

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Backed by the strength of our parent company, UBS AG

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UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager