Zachary Herrera is a financial advisor with UBS Financial Services in Garden City, NY, holding a Series 66 designation and 18 years of industry experience. His career includes prior roles at Raymond James & Associates and New York Wealth Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm also provides institutional trading capabilities alongside wealth management services.

Kristen Griffin is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Alexandra Lloyd is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has worked at UBS and Credit Suisse Securities (USA) LLC. Alexandra is based in Garden City, NY. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Daniel Scansaroli is a financial advisor at UBS Financial Services with five years of industry experience. His prior roles include positions at BlueMountain Capital Management LLC and J.P. Morgan Chase & Co. He holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals.

Michael O'hara is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides financial planning, portfolio management, and capital markets services, supported by proprietary research and model-based investment approaches.

Giancarlo Villanella is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked at Neuberger Berman for 15 years and Wells Fargo Clearing for one year. Outside of his advisory role, Villanella is involved in real estate management and investment, serving in various capacities including assistant property manager and managing member for multiple real estate LLCs in Brooklyn, NY. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client solutions.