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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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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Amanda-Librizzi

    Amanda Librizzi

    Executive Director

    Market Director

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    • CA
    • NJ
    • NY

    Amanda Librizzi is an Executive Director at UBS Financial Services and serves as the Long Island Market Director, leading the Jericho and Garden City, NY office(s), with additional strategic focus across the entire Long Island Market, including Melville & Southampton. As a Market Director, Amanda is focused on supporting the growth of the Financial Advisors in her offices through ongoing coaching and being their partner in navigating and "delivering the firm" for our High Net Worth and Ultra High Net Worth clients and prospects.

    In her fifteen year tenure with UBS, Amanda has held various roles in the Private Bank, Client Advisory Group, FA Recruiting and Branch Management bringing a background of sales, strategy and talent management to her role. She holds several securities licenses: series 3 (commodities), series 7 (securities representative), 66 (investment advisor), 9 (securities sales supervisor/options) and 10 (general securities sales supervisor), as well as accident and health, variable life insurance and annuities licenses.

    Amanda graduated from Syracuse University with a BS in Sociology and a Minor in Communications. She lives on Long Island with her Husband, Joe, their son, Landon and daughter, Ava.

      • Syracuse University, BS in Sociology
        One Jericho Plaza
        Jericho, NY 11753
      • Dennis-Doherty

        Dennis Doherty

        Associate Director

        Admin Manager

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        • CT
        • FL
        • MA
        • NJ
        • NY

        Dennis has been in the financial services industry since 1995.  He started his career with TD Ameritrade and held various positions including Registered Representative, Assistant Branch Manager and Branch Manager.  In 2002 Dennis joined Scottrade Financial Services and for 16 years held the title of Senior Branch Manager where he managed all aspects of operations and sales for the Forest Hills Branch.

        Dennis joined UBS in 2018 as the Market Service Manager.  He is responsible for managing the daily operational activities and approvals of the five branches across the Long Island Market.  He assists in ensuring compliance with firm operational guidelines and policies and supports the branch operational risk and audit process.  He holds FINRA Series 4, 24, 8, 7, 66 and 63 licenses.

              1055 Franklin Avenue
              Garden City, NY 11530
            • Shari-Eidlitz

              Shari Eidlitz

              Director

              Supervisory Officer

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              • FL
              • NJ
              • NV
              • NY
              • PA
              • SC
              • WA
              • WI

              Shari is the Supervisory Officer for the Long Island Complex at UBS. She is tasked with understanding and incorporating UBS and FINRA guidelines for the Complex.  She also resolves account related inquiries from Surveillance, Anti Money Laundering and Compliance. 

              Shari has over 30 years of industry experience and joined the management team at UBS Financial Services, Inc. in 2008.   She began her career in the financial services industry at Prudential Securities and then moved to Morgan Stanley, where she had 18 year tenure.  Shari earned her BBA at PACE University, New York City in 1982 with a major in Marketing.  She holds FINRA Series 3, 7, 9, 10, 63 and 65 securities licenses as well as NY State life, accident and health insurance license. 

              Shari is a supporter of the Woman's Prison Association (WPA) which is an alternative to incarceration and she enjoys working out in her spare time. She, her husband David and two daughters Ariel and Gabriel call Long Island their home.

                • PACE University, BBA
                  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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