$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of our November House View live conversation, featuring insights from Kurt Reiman, Head of Fixed Income and ElectionWatch Co-lead; Jay Dobson, Energy and Utilities Strategist, Kevin Dennean, Technology and Telecom Strategist, and Brad Ball, Financials Strategist.
07 November 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager