Insight-based advice

Mountain climbers reaching the summit

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.

Employees at warehouse

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.

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    Frank Tortorici

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • VA
    • WI

    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, 2024The 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
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    Kelly Manzer

    Senior Client Associate

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    • FL
    • NC
    • NJ
    • NY

          58 South Service Road
          Suite 310
          Melville, NY 11747
          kelly.manzer@ubs.com
          Kelly Manzer
          58 South Service Road,Melville,NY,11747
        Three generations in apple orchard

        Turn possibilities into a plan

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        ElectionWatch 2024

        24 questions for the '24 US election

        Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

        The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

        Download the report

        A leader in wealth management

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        $5.9+ trn

        UBS Group invested assets
        As of 06/30/2024

        51 countries

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