Scarsdale, NY Office

Loren Weiss is a financial advisor with UBS Financial Services in Scarsdale, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as head of the investment committee for American Friends of Shalva, a nonprofit supporting services for children with intellectual disabilities in Israel. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Gary Mohamed is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2014. Mohamed serves on a board committee at Rhode Island College, where he evaluates third-party managers of the college endowment. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment strategies to client goals and risk tolerances.

Neil Rubin is a financial advisor with UBS Financial Services in Scarsdale, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2015. Rubin serves on the Board of Trustees for the Schuyler Center for Analysis and Advocacy, a nonprofit focused on improving health, welfare, and human services in New York. 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 supported by proprietary research and model-based asset allocations.

Stacey Strauss is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously spent 10 years at Citigroup before joining UBS in 2019. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers fee-based financial planning, portfolio management, and mutual fund distribution, combining institutional trading capabilities with wealth management services.

D'carla De Oliveira Antunes is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her career includes prior roles at Morgan Stanley and Deutsche Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, providing a broad range of capital markets services alongside wealth management.