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

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • DC
    • FL
    • GA
    • IL
    • MA
    • MD
    • NC
    • NH
    • NJ
    • NV
    • NY
    • PR
    • SC
    • TX
    • VT

    Zachary joined UBS in 2024 and is a Managing Director in the Wealth Management division. Zachary works with high net-worth individuals, multi-generational families and Institutions. He focuses on advising his clients on financial planning, trust and estate planning, risk management and creative lending solutions.

    Zachary earned his Bachelor’s in Business Administration from Fordham University, where he majored in Finance with a minor in Economics. He currently resides in Garden City with his wife and 3 children.

          58 South Service Road
          Suite 310
          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

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                Managing wealth is our craft

                We’re committed to understanding what wealth means for you.

                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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