The Southampton, NY Branch Office of UBS Financial Services Inc. is a trusted financial advisory firm that specializes in providing personalized wealth management and retirement planning services to high net worth individuals, families, and businesses. Led by Helen Minieri Stacy, a Certified Financial Planner and Senior Vice President, the office is committed to building lasting relationships with clients and helping them achieve their financial goals through clear advice and smart moves.
With a focus on quality client service, the Southampton office fosters an excellent client experience and actively engages in volunteerism and community involvement. The team, including John Houlihan, the Long Island Complex Director, and Chrysanthe Pietramala, the Assistant Vice President Senior Client Associate, brings extensive industry experience and expertise to guide clients on their financial journey.
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