Let's move forward. Together.

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.

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  • Zachary Herrera

    Zachary Herrera

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV

    Zachary joined UBS in 2024 as a Managing Director within the Wealth Management division. He works closely with high-net-worth individuals, multi-generational families, and institutions, providing strategic advice tailored to their evolving needs. His practice is built around a holistic approach, with a strong emphasis on financial planning, trust and estate strategies, risk management, and customized lending solutions.

    With a deep understanding of the complexities that come with wealth, Zachary helps clients make well-informed decisions to preserve and grow their assets over time. Whether addressing long-term legacy planning or short-term liquidity needs, he brings creativity, insight, and a high level of personal attention to every relationship. Clients appreciate his thoughtful perspective and ability to coordinate with other trusted advisors to ensure a cohesive and forward-looking strategy.

    Zachary earned his Bachelor’s degree in Business Administration from Fordham University, where he majored in Finance and minored in Economics. He currently resides in Garden City, New York, with his wife and their three children.

          58 South Service Road
          Suite 310
          Melville, NY 11747
          zachary.herrera@ubs.com
          Zachary Herrera
          58 South Service Road,Melville,NY,11747
        • Tara Braun

          Tara Braun

          Client Associate

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            Tara provides timely and accurate answers to our clients' questions and makes sure their needs are always her first priority. She also helps in preparing client reports and the daily administrative duties.

            Before joining UBS in January 2024, Tara was a senior client service associate at Raymond James, a senior private client service associate at JP Morgan Chase, and a sales assistant and operations associate at Smith Barney. She attended LaGuardia Community College.

            In her free time, Tara enjoys cooking, traveling and spending time with friends and family. Originally from Middle Village, New York, she resides in Bethpage with her husband, Patrick, and their two children.

                  58 South Service Road
                  Suite 310
                  Melville, NY 11747
                  tara.braun@ubs.com
                  Tara Braun
                  58 South Service Road,Melville,NY,11747
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                A leading global wealth manager

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                Clarity in a rapidly changing world

                We’re here to help guide you through uncertain times

                Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

                Let’s create a path together so you can move forward with confidence, no matter what comes next.

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                As of 12/31/2025

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                UBS is a leading and truly global wealth manager

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