A plan for today, tomorrow and generations to come

Vista WM

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Two people talking overhead

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-Castro

    Frank Castro

    Senior Vice President–Wealth Management

    Financial Advisor

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

    Frank joined UBS in 2007 after spending 13 years at Morgan Stanley. He has 21 years of experience and focuses on the development and implementation of estate and wealth transfer strategies. Frank works with high net worth clients to develop a customized strategic wealth plan that includes coordinating the client’s legal, tax and insurance professionals. Frank served as a Member of Mt. Kisco Rotary Club, board member of Mt. Kisco Library Foundation and Rotary International South African Literacy Campaign. Frank along with his wife Melissa and 2 sons Kyle and Zachary live in Pawling,NY.

        • Wealth Advisor
        709 Westchester Avenue
        Suite 400
        White Plains, NY 10604
      • Sev Dauti

        Sev Dauti

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • LA
        • MA
        • MD
        • MI
        • MN
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
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        • UT
        • VA
        • WA

        Sev is a CERTIFIED FINANCIAL PLANNER™ who serves the needs of his clients through the UBS office in White Plains, New York. Sev is a graduate of Northeastern University, where he majored in International Business and received a Bachelors of Science in Business Administration. He is very active in his community and serves on the Board of Directors for The Connecticut Sports Foundation Against Cancer. Sev resides in New Fairfield, CT with his wife, Floresha, and their two children, Edona and Feim.

          • Northeastern University , Bachelors of Science in Business Administration
          • CERTIFIED FINANCIAL PLANNER™
          709 Westchester Avenue
          Suite 400
          White Plains, NY 10604
        • Robert DiSiena

          Robert DiSiena

          Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • LA
          • MA
          • MD
          • MI
          • MN
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA

          Robert is a Financial Advisor and Portfolio Manager with the investment firm UBS in White Plains, N.Y. Robert offers both comprehensive and customized financial planning services. Robert has broad-based experience in financial planning, tax planning and money management, with a particular focus on asset allocation and investment strategies. Robert is a member of the New York Bar and his background includes prior work as an attorney in New York. Robert currently lives with his wife, Kari, and two children, Peyton and Aiden, in Somers, N.Y.

            • Saint Michael's College, B.A. Political Science, Minors: Biology and Environmental Science: 1995 - 1999
            • Eliabeth Haub School of Law at Pace University, J.D., Certificate in Environmental Law: 1999 - 2002
            • Portfolio Manager
            709 Westchester Avenue
            20th Floor
            White Plains, NY 10604
          • Sam-Giliberti

            Sam Giliberti

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IL
            • LA
            • MA
            • MD
            • MI
            • MN
            • NC
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OR
            • PA
            • RI
            • SC
            • TN
            • TX
            • UT
            • VA
            • WA

            Sam joined UBS as a Financial Advisor in 2007 after spending 7 years with Morgan Stanley. Prior to that he spent 15 years as an independent business owner. His role as a partner is to acquire detailed client information, develop a personalized, comprehensive financial plan, and have a clear, on going understanding of every facet of our clients’ financial and personal objectives. Sam has a passion for developing and growing relationships with our clients and their families. Sam, along with his wife Carmelina, and their 2 children Matthew and Sam are residents of northern Westchester.

                • Wealth Advisor
                709 Westchester Avenue
                Suite 400
                White Plains, NY 10604
              • Raymond-Hart

                Raymond Hart, CIMA

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • IL
                • LA
                • MA
                • MD
                • MI
                • MN
                • NC
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OR
                • PA
                • RI
                • SC
                • TN
                • UT
                • VA
                • WA

                Ray has been with UBS since 2007 after spending 13 years at Morgan Stanley. Ray earned the CIMA® designation from the Wharton School of Business in 2006 and focuses on managed account relationships, alternative assets and managing client liabilities. Ray is responsible for implementing the UBS asset allocation according to each client’s individual needs. He is a member of IMCA, the Investment Management Consultants association and a Board Member of the Harlem YMCA.

                CA Lic #0D10918

                    • Certified Investment Management Analyst®
                    • Senior Portfolio Manager
                    709 Westchester Avenue
                    Suite 400
                    White Plains, NY 10604
                  • Neil Headshot

                    Neil Klein

                    Senior Vice President–Wealth Management

                    Financial Advisor

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                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • DE
                    • FL
                    • GA
                    • IL
                    • LA
                    • MA
                    • MD
                    • MI
                    • MN
                    • NC
                    • NJ
                    • NM
                    • NV
                    • NY
                    • OH
                    • OR
                    • PA
                    • RI
                    • SC
                    • TN
                    • TX
                    • UT
                    • VA
                    • WA

                    Neil is the senior member of Vista Wealth Management, having served as a Wealth Advisor since 1987 and with UBS since 2006.  Neil graduated from the School of Management at Syracuse University and has served on the Board of Directors for various not-for-profits.  His father, Seymour, worked on Wall Street for 60 years and taught Neil to always take a personal approach when helping clients with their financial goals.  Neil’s wife, Susanne, is his primary passion, with their two sons, Joshua and Jeremy, coming up a close second.  Composing music is a huge part of Neil’s life, with his most satisfying work being the creation of the musical, Holding On.   

                     

                    CA Insurance Lic #0G40102

                      • Syracuse University, BA Business
                        709 Westchester Avenue
                        Suite 400
                        White Plains, NY 10604

                      The Year Ahead - Sustainable Investing

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      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

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