Brooklyn, NY Office

Allison Wisniewski is a financial advisor with UBS Financial Services in Brooklyn, NY, holding a Series 66 designation and having 24 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans for clients.

Frank Walter is a financial advisor with UBS Financial Services in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he works as a group fitness instructor. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including 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 client strategies.

Michael Sciortino is a Series 66-licensed financial advisor at UBS Financial Services with four years of industry experience. He has held prior roles at BNY Mellon, Wells Fargo Investment Institute, and Wilmington Trust. UBS Financial Services serves individual, corporate, and institutional clients with a combination of 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 client strategies.

Daniel Violante is a financial advisor with UBS Financial Services in Brooklyn, NY, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and relies on proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Dina Lirosi is a Series 66 licensed financial advisor at UBS Financial Services with 16 years of industry experience. She has worked at UBS Financial Services since 2015, with additional experience at Janney Montgomery Scott, LLC and RBC Capital Markets LLC. UBS Financial Services Inc. 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, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jillian Wilson 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 since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets, research, and lending programs.

Anastasiya Minhas is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS in various capacities since 2009. 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 provides a combination of institutional trading capabilities and wealth management services supported by proprietary research and model-based asset allocation.

Alejo Czerwonko Pupi is a financial advisor with UBS Financial Services in Brooklyn, NY, holding a Series 66 credential and 13 years of industry experience. He has been with UBS since 2013. Alejo serves as a corporate member of the Latin American Program Advisory Board at the Wilson Center, a non-partisan policy forum dedicated to global issues and U.S.-Latin America relations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Joseph Roberts Jr. is a financial advisor with UBS Financial Services in Brooklyn, NY, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary 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 and risk tolerances.