Scott Stimac is a financial advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2007 and holds a Series 63 designation. Based in New York, NY, Stimac has a long tenure at a major financial institution. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital markets expertise.

Christine Abbott is a CFP® with 19 years of experience in the financial services industry, currently with UBS Financial Services since 2006. She serves as Secretary of a local BNI networking chapter and holds a board position as Vice President of Governance with the National Association of Women Business Owners in New York. Additionally, she is a member of the Board of Directors for The NY Network, a women's business networking group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research with tailored financial planning and portfolio management. The firm also operates across capital markets services, integrating institutional trading capabilities with wealth management.

Sonia Attkiss is a Series 66 licensed financial advisor with UBS Financial Services in New York, NY, where she has worked since 2015. She has 29 years of industry experience. Outside of her advisory role, she is involved with The Aldrich Contemporary Art Museum in Ridgefield, CT. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including discretionary portfolio management and capital markets activities.

Richard Meyers is a financial advisor at UBS Financial Services with 37 years of industry experience and holds a Series 63 designation. He has worked at UBS Financial Services since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and draws on proprietary research and model-based asset allocations to tailor investment strategies.

Patricia Marinello is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 1995. Outside of her advisory role, she serves as the recording secretary on the board of directors for the Morris Park Community Association, which supports local senior programs and neighborhood development. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions that leverage proprietary research and institutional trading capabilities.

Nicole Iervolino is a financial advisor at UBS Financial Services in New York, NY, holding the Series 66 designation with two years of industry experience. Prior to joining UBS in 2024, she worked at Equitable Advisors, LLC., and has held positions at RIMOWA, ITEC, Inc., Elon University, DeCicco & Sons, and Somers High School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning and portfolio management.

Jake Woloshin is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has held prior roles at Wassner Management Group and Authentic Brands Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Frederick Smith is a financial advisor at UBS Financial Services in New York, NY, with 44 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and provides research and capital markets services through its platform.

Brian Murphy is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2012. Outside of his advisory role, he manages education funds through the Whitey Education Trust. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Carl Pierre Louis is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with four years of industry experience. His prior roles include a position at America Works and academic studies at Baruch College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and research to customize financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

Joseph Dillon is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and nine years of industry experience. He previously worked at Northwestern Mutual and has a background that includes four years at Monmouth University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides proprietary research and a broad suite of capital markets services.

David Stern is a financial advisor at UBS Financial Services in New York, NY, with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and capital market assumptions.

James Shannon is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Andrew Heller is a financial advisor with UBS Financial Services in New York, holding a Series 66 designation and bringing eight years of industry experience. He has worked at UBS since 2017 and also operates The Heller Group LLC, an art advisory and collection management firm. Outside of his advisory practice, he serves on the Board of Trustees for Park Avenue Synagogue and as a trustee and development committee chair for B RISD H. 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 portfolios to clients’ goals and risk tolerances.

Rory Bobigan is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2022, he worked at Bert's Cafe and has a background as a student from 2010 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor client strategies.

Katia Delgado is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with 22 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she serves as treasurer for the Chester Academy Parent Student Teacher Association. 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 uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Michael Cooke is a financial advisor at UBS Financial Services with six years of industry experience. He has worked at UBS since 2019 and previously held a position at IHS Markit from 2017 to 2019. Cooke holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and offers research-driven, model-based asset allocation tailored to client goals.

Alexandra Harris is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Charles Schwab, TD Ameritrade, and GPM Investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing fee-based financial planning, portfolio management, and access to proprietary research and capital markets solutions.

Amanda Beebe is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously spent 10 years at Sanford C. Bernstein & Co., LLC before joining UBS in 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans based on proprietary research and model-based asset allocations.

Barry Blaustein is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.