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
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • MA
    • MD
    • ME
    • 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.

      • LIU/CW Post, Bachelor's Degree
      • CERTIFIED FINANCIAL PLANNER™
      58 South Service Road
      Suite 310
      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

          Your 401(k)'s lifetime income illustration

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          How do you plan confidently for the retirement you want?

          Start by building a strategy based on the resources and needs over the course of your life.

          Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager