A plan for today, tomorrow and generations to come

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Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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.

  • Glenn

    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
          58 South Service Road,Melville,NY,11747

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