Experience

Makes all the difference

We are a family practice with nearly 50 years of combined experience in financial planning, estate and insurance planning, investments and lending. We advise families and successful individuals on achieving their personalized definition of success and security. Focusing on family values to run our business and partner with our clients, we understand that trust is of the utmost importance in any relationship. To that end, we are dedicated to bringing our clients unbiased, customized advice with the highest level of service and attention, in order to guide them to achieve their goals. Our comprehensive approach enables us to deliver unique solutions for multi-generational planning.

Frank Tortorici

Senior Vice President–Wealth Management

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.

Registered States:
  • 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

Education

  • LIU/CW Post, Bachelor's Degree

Credentials

  • CERTIFIED FINANCIAL PLANNER™
58 South Service Road
Suite 310
Melville, NY 11747

Email Me

Kelly Manzer

Senior Client Associate

Registered States:
  • FL
  • NC
  • NJ
  • NY
58 South Service Road
Suite 310
Melville, NY 11747

Email Me