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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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 Photo

    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.

          One Jericho Plaza
          Jericho, NY 11753
          amanda.librizzi@ubs.com
          Amanda Librizzi
          One Jericho Plaza,Jericho,NY,11753
        • John Houlihan Photo

          John Houlihan

          Managing Director

          Market Director

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          • FL
          • NJ
          • NY

          John joined UBS in 2015. John is a Market Director and brand ambassador for the entire Soundview Market. John believes that collaboration and commitment to both his clients and advisors are the keys to retention and growth. John splits his time between all of the branches.

          John has spent his entire career in the financial services industry, starting as a Financial Advisor at Morgan Stanley/Dean Witter in 1993.  He moved into branch management in 1997 running the Smithtown, NY office and went on to hold key management positions in NYC, Connecticut and Atlanta, GA.

          Prior to joining UBS, John spent three years at Barclays Wealth Management as the Atlanta Regional Manager where he was responsible for all aspects of the Wealth Management business in the region including growing the High Net Worth and Ultra High Net Worth Business.  

          In addition to his commitment to his clients and advisors, John takes an active role in his community.

          John holds FINRA Series 3, 7, 8, 31, 63 securities licenses.  He received his B.S. in Management from Bentley University.

                58 South Service Road
                Suite 310
                Melville, NY 11747
                john.houlihan@ubs.com
                John Houlihan
                58 South Service Road,Melville,NY,11747
              • Glenn DePalma Photo

                Glenn DePalma

                Executive Director

                Market Director

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                • FL
                • NJ
                • NY

                Glenn DePalma is an Executive Director at UBS Financial Services and serves as the Market Director for the Melville, NY office.

                Glenn has been in the financial services industry since 1992. He started his career as a Financial Advisor/Registered Representative at TD Ameritrade where he spent the majority of his early career. He also served in various management roles within that organization such as Branch Manager of their largest U.S. retail office, manager of their East Coast call center and V.P. of Trade Support and Electronic Trading Units. He eventually became the Senior Compliance Officer for TD’s clearing broker-dealer, National Investor Services Corp. Glenn joined UBS in 2007 as a member of the Compliance Risk Assessment Group and then Control Officer of the 1285 Avenue of the Americas Branch.

                In 2011, Glenn joined the Garden City Branch as a Complex Administrative Manager and in November 2013 returned to the 1285 Complex as the Lead Control Officer. In July 2016 Glenn was promoted to Assistant Complex Director for the Private Wealth Management branch within the 1285 Complex and shortly afterwards he joined what is now known as the Long Island Complex of the Soundview Market. In 2022, Glenn was promoted to his current position as Market Director.

                      58 South Service Road
                      Suite 310
                      Melville, NY 11747
                      glenn.depalma@ubs.com
                      Glenn DePalma
                      58 South Service Road,Melville,NY,11747
                    • Helen M Photo

                      Helen Minieri Stacy CFP®

                      Senior Vice President–Wealth Management

                      Market Director

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                      • AZ
                      • CA
                      • CO
                      • CT
                      • FL
                      • GA
                      • ID
                      • IN
                      • MA
                      • MD
                      • MI
                      • NJ
                      • NY
                      • OR
                      • PA
                      • RI
                      • SC
                      • TN
                      • TX
                      • VA
                      • WY

                      Helen Minieri Stacy, CFP®, joined the UBS Southampton office in 2004.  She is an Executive Director, Branch Manager and Senior Vice President – Wealth Management.  Her responsibilities include supervising the office, as well as, providing holistic wealth management and retirement planning to high net worth individuals, their families and businesses.

                      Under her leadership, the Southampton office is dedicated to fostering an excellent client experience and partnering with clients to pursue what matters most in their lives through UBS Wealth Way. The branch culture is unique for the financial industry, it focuses on volunteerism and community involvement.

                      Her professional credentials include being  FINRA registered with Series 3,7, 8, 63, and 65 along with life insurance and variable annuity licenses.  Her financial career began in 1988 on Wall Street and she relocated to the Hamptons in 1991.

                      She supports women's initiatives, was the Past President of East End Women's Network (2016-2018) and voted by her peers as 2019 Women of the Year. She supports their annual EEWN Scholarship program.

                      Helen holds a Bachelor of Arts degree in Education from St. Joseph's College, Brooklyn, New York.  Her studies continued at Southampton Campus of Long Island University, where she completed the Certified Financial Planning Program and became a Certified Financial Planner in 2003.

                      She enjoys being outdoors, playing tennis, golf, kayaking and spending time cooking with her husband and family.

                      • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

                          8 Main Street
                          Southampton, NY 11968
                          helen.minieristacy@ubs.com
                          Helen Minieri Stacy CFP®
                          8 Main Street,Southampton,NY,11968
                        • Dennis Doherty Photo

                          Dennis Doherty

                          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, but was promoted to Market Administrative Officer in 2020.  He is responsible for managing the daily operational activities and approvals of the four 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
                                dennis.doherty@ubs.com
                                Dennis Doherty
                                1055 Franklin Avenue,Garden City,NY,11530
                              • Shari Eidlitz Photo

                                Shari Eidlitz

                                Director

                                Supervisory Officer

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

                                Shari Eidlitz is a Supervisory Officer for the Long Island Market. She is tasked with driving various initiatives, supporting the branches with Group Internal Audit, evaluating risk and serving as a point person to resolve complex issues.

                                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 majoring in marketing. She holds the FINRA Series 3, 7, 9, 10, 63 and 65 security licenses as well as a life and health insurance license.

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

                                      58 South Service Road
                                      Suite 310
                                      Melville, NY 11747
                                      shari.eidlitz@ubs.com
                                      Shari Eidlitz
                                      58 South Service Road,Melville,NY,11747

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