How can you pursue what matters most?

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • David-Hersh-Profile-Photo

    David Hersh

    Vice President–Wealth Management

    Financial Advisor

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    • CO
    • FL
    • GA
    • HI
    • IL
    • MA
    • MI
    • MN
    • NJ
    • NV
    • NY
    • PA
    • TN

    David has been in the financial services industry since May of 1997. He began his career at Merrill Lynch in Boca Raton, FL where he was introduced to his current partner, James Mucciaccio. They decided to form their own team, Hersh Mucciaccio Wealth Management at Morgan Stanley four years later. After 14 years with Morgan Stanley, David and his partner joined UBS in September 2015 to take advantage of their global resources.

    David moved from Long Island, NY to South Florida in 1975, where he grew up in Coral Springs, FL. He earned his Bachelor of Science in Business Administration with a major in Finance from the University of Florida in Gainesville, FL.

    David has lived in the Wellington, FL area since 2009. He and his wife, Tamara, have been married since 2002 and have 4 children, Lindsay, Justin, Ryan, and Taylor.

    Experience to guide you forward

    – Financial Advisor, Portfolio Manager, UBS, 2015 – present

    – Financial Advisor, Portfolio Manager, Morgan Stanley, 2001– 2015

    – Registered Sales Associate, Merrill Lynch, 1997 – 2001

    My professional achievements and education

    – Series 7, 31, 63, 65 securities licenses

    – Life and Variable, Health, and Long-Term Care licensure

    – B.S.B.A., Finance, University of Florida

    Making a difference in my community

    – Member of the Palm Beach County Gator Club and University of Florida Alumni Association

    – Coaches children in the Wellington youth sports programs

    Outside the office

    – David enjoys playing golf, working out, and cycling

     

     

     

     

      • University of Florida, B.S.B.A., Finance
      • Portfolio Manager
      1800 North Military Trail
      Suite 300
      Boca Raton, FL 33431
    • James-Arthur-Mucciaccio-Jr-Profile-Photo

      James Arthur Mucciaccio Jr.

      Vice President–Wealth Management

      Financial Advisor

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      • CO
      • FL
      • GA
      • IL
      • MA
      • MI
      • MN
      • NJ
      • NV
      • NY
      • PA
      • TN

      James has been in the financial services industry since 1992. Right out of college, he started his career on the floor of the NYSE. Then, he joined Putnam in Boston, MA in 1993.  A year later, he was one of the youngest advisors hired at Merrill Lynch in Boca Raton, FL where he first met his current partner, David Hersh. In 2001, they decided to start their own team at Morgan Stanley. After spending 14 years with the investment bank, Morgan Stanley, they moved their business to the largest wealth management firm, UBS, in 2015 to focus on Financial and Estate Planning.

      James grew up in Randolph, MA and attended Stonehill College in North Easton, MA where he earned his Bachelor of Science degree in Business Administration, with a major in Management and a minor in Computer Information Systems.

      He has lived in Deerfield Beach since 1999. His oldest son, James III, was awarded the highest GPA in the Business Community at Florida Atlantic University for the 2015-2016 school year and his younger son, Joseph, is an "A" student at Pompano Beach High School Magnet Program.

      Experience to guide you forward

      – Financial Advisor, Portfolio Manager, UBS, 2015-present

      – Financial Advisor, Portfolio Manager, Morgan Stanley, 2001-2015

      – Financial Advisor, Merrill Lynch, 1994-2001

      – Broker Operations Specialist, Putnam Investments, 1992-1994

      – Floor Broker, Lajoya, 1992

      My professional achievements and education

      – Series 6, 7, 31, 63, 65 securities licenses

      – Life and Variable, Health, and Long-Term Care licensure

      – B.S.B.A., Management, minor C.I.S., Stonehill College

      Outside the office

      – James enjoys playing golf, working out, going to the beach,

         watching movies and spending time with his family

       

        • Stonehill College, B.S.B.A., Management, minor C.I.S.
        • Portfolio Manager
        1800 North Military Trail
        Suite 300
        Boca Raton, FL 33431
      • Shirley-Pastor-Profile-Photo

        Shirley Pastor

        Senior Client Associate

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          Shirley began her career as a Client Service Associate in 1998 at Merrill Lynch. In 2009 she moved to Morgan Stanley and in 2014 she joined UBS.

          As an integral member of our client-service team, Shirley serves as a Senior Client Service Associate. Her responsibilities include client support, account inquiries, and administrative duties. Clients describe Shirley as "terrific", as she follows up consistently and is readily available to assist clients with their administrative needs.

          Originally from New York City, she has been a resident of Florida since 1999. She brings 19 years of Financial Services Industry experience and professionalism to our team. She is fluent in both English and Spanish. Shirley has four beautiful children and resides in Coral Springs, FL.

                1800 North Military Trail
                Suite 300
                Boca Raton, FL 33431

              The circular economy: What is it?

              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.

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              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

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              UBS is a world-leading wealth manager