Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Julian Frank, CFP®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Senior Portfolio Manager
631-420-6438

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As a CERTIFIED FINANCIAL PLANNER™ and Senior Portfolio Manager, my job is not just about identifying your goals. I can help you anticipate the potential shortfalls that could disrupt your plans and help you prepare for unexpected possibilities. Prior to joining UBS in 2015, I was a Senior Vice President and Financial Advisor at Morgan Stanley and predecessor firms for over 32 years. I earned a Bachelor of Science in Business Administration from SUNY College at Oswego and an MBA in Corporate Finance from Adelphi University.

My wife, Suzy, and I were raised on Long Island and still live there.  We spend as much time as we can with our growing family and grandchildren.  In my free time I enjoy doing outdoor activities.  

I hold Series 3, 5, 7, 8, 15, 63 and 65 as well as Life, Health and Variable Annuities Licenses.


Registered States:
AZ, CA, CO, CT, DC, FL, GA, HI, IL, MA, MD, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, VA, WI


Marc Wong, CFP®, CLU®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Life Underwriter (CLU®)
631-420-6405

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As a CERTIFIED FINANCIAL PLANNER™, I work closely with clients and third party specialists to develop comprehensive financial plans to suit each client's specific goals. I also earned the Chartered Life Underwriter® designation to help assist clients with insurance specific planning. Before joining UBS Financial Services in 2015, I was a Senior Vice President and Financial Advisor with Morgan Stanley and its predecessor firms for 15 years. I also previously worked for HSBC Brokerage and American Express Financial Advisors.

I live in Huntington, NY with my wife, Daniela, and our two children. In my free time I enjoy classical music and supporting not for profit organizations. I am on the board of directors for the Long Island Community Foundation, Rotary Club, STEP (Society of Trust and Estate Practitioners) and the Omega Ensemble. I graduated from CUNY Bernard M. Baruch College with a Bachelor of Arts in Finance and am fluent in Chinese.

I hold Series 7, 31 and 63 as well as Life, Health and Variable Annuities Licenses.


Registered States:
AZ, CA, CO, CT, DC, FL, GA, HI, IL, MA, MD, MN, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, VA, WI


Frank Peter Tortorici, CFP®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
631-454-3242

email



I bring nearly 40 years of experience to our client relationships; beginning my career at Merrill Lynch, working as a Sales Manager and Branch Manager at Smith Barney and moving to UBS Financial Services in 2012.  I am a Certified Financial Planner™ and hold Series 3, 6, 7, 8 and 63 securities licenses, as well as licenses for life, accident, health insurance and variable annuities.  I also hold a real estate broker's license and receive a bachelor's degree from Long Island University/CW Post in 1975.

I am an Advisory Board member of the Make-A-Wish® Foundation, Suffolk County, NY, where I have volunteered for nearly 20 years.   I also serve on the Alumni Board of Long Island University.

My philanthropic endeavours and professional achievement earned me the "50 or so, around 50" award in 2011 from Long Island Business News.

I live with my wife in Smithtown and our time is well spent, enjoying our four grandchildren.

 

 


Registered States:
AZ, CA, CO, CT, DC, FL, GA, HI, IL, MA, MD, ME, MI, MN, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, VA, WI


Marc Frank, CFP®, CRPC®

Account Vice President
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
631-420-6472

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As a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor™,  my focus is on assisting clients to achieve their goals using the financial planning process. As co-head of our team's financial planning committee, I am responsible for assisting clients to develop, implement and monitor their financial plans. I take pride in keeping up to date with and educating clients on market and regulatory changes. Taking the time to get to know my clients on a personal level helps me build deep relationships in order to properly assist in advising clients through various market cycles and life's changes.

Prior to joining UBS in 2015, I was a Financial Advisor and Financial Planning Specialist at Morgan Stanley for over 3 years. I earned a Bachelor of Science in Business Management from Molloy College, became a Chartered Retirement Planning Counselor™ through the College of Financial Planning in 2014 and earned a certificate of financial planning from the NYU School of Professional Studies in 2016.

In addition, I enjoy giving back my time as a mentor to CFP® candidates, helping aspiring financial planners prepare for success.  I am also a member of Ring 8 New York State Veterans Boxing Association, where our mission is to help boxers in need.

My wife, Marissa, and I live in Wantagh, NY, with our son and daughter, Leo and Stella.  In our free time we enjoy traveling, sports and spending time with family and friends.

I hold Series 7 and 66 as well as Life, Health and Variable Annuities Licenses.


Registered States:
AZ, CA, CO, CT, DC, FL, GA, HI, IL, MA, MD, MN, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, VA, WI


William C. Liu Jr., CFP®

Account Vice President
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Senior Portfolio Manager
631-420-6463

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I started in the financial services industry in 1999 and have successfully managed money for wealthy families through some of the most challenging market environments in recent history.  As a CERTIFIED FINANCIAL PLANNER™, a Senior Portfolio Manager and serving as the co-head for the team's investment strategies, I am primarily responsible for the day-to-day management of the investment portfolios.  I also assist our clients with their lending needs as well as their insurance needs. Utilizing our financial planning process, we can help guide our clients through all stages of their lives from investing for their financial goals to helping them sell their businesses.   Prior to joining UBS in 2015, I was a Portfolio Manager and Financial Advisor at Morgan Stanley for over 5 years. I have also worked for Chase Investment Services Corp. and AXA Advisors, LLC.  I earned my Bachelor of Science with degrees in Finance, Marketing, and Management Information Systems from the University at Buffalo.  I am fluent in Cantonese and Mandarin.

I enjoy spending time with my wife, Michelle, my 3 wonderful daughters, which includes a set of identical twins, and my newborn son.  My favorite hobbies include fishing, golfing, enjoying the great outdoors and volunteering with my family and friends.

In my spare time, I am on the Melville and Jericho Chambers of Commerce, the Estate Planning Council of Suffolk County, and the XPX Long Island Chapter that helps business owners on their exit planning strategies. 

I am involved with many charities in New York that I feel passionate about.  I serve on the Board of Directors for Child Abuse and Bullying Prevention center which is dedicated to the prevention of bullying, cyber-bullying, child abuse and neglect of children and youth in New York's Nassau and Suffolk County schools.  I also serve on the Board of Directors for the YMCA of Huntington.  I am also on the Board of Directors of the Huntington Rotary Club and a member of the PinkTie.org, the Maurer Foundation that saves lives through breast health education, Sunrise Association that provides day camps for children with cancer and their siblings, American Corporate Partners that provides one-on-one mentoring for veterans to help them transition to their next careers and the Riverkeeper.org, which protects the environmental, recreational and commercial integrity of the Hudson River and its tributaries as well as safeguarding the drinking water for New York City and Hudson Valley residents.

I hold the Series 7, Series 66 and the Life, Health and Variable Annuities Licenses.

 


Registered States:
AZ, CA, CO, CT, DC, FL, GA, HI, IL, MA, MD, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, VA, WI


Deborah Mamber

Senior Wealth Strategy Associate
631-420-6473

email



Prior to joining UBS in 2015 as a Senior Wealth Strategy Associate, I was a Wealth Management Associate and Financial Advisor with Morgan Stanley and its predecessor firms for 28 years. I was also the Fixed Income Coordinator for the Forest Hills/Rego Park branch of Smith Barney.  After graduating from Queens College with a Bachelor of Arts in Political Science and History, I earned my Juris Doctor from Benjamin Cardozo School of Law – Yeshiva University and was admitted to the NYS Bar in 1983.  Since entering the financial industry, however, I no longer give legal advice.  I recently moved from Queens, NY, where I lived for 38 years to King's Park, Long Island.   I spend much of my free time at my favorite horse stable and I enjoy both riding and working with the horses.

I hold Series 3, 7, 63 and 65 as well as Life, Health and Variable Annuities Licenses.


Registered States:
CA, CO, CT, FL, GA, MN, NC, NJ, NY, VA, WI


Lori Digangi

Senior Wealth Strategy Associate
631-454-3217

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Prior to joining UBS in 2015 as a Senior Wealth Strategy Associate, I was a Financial Planning Associate with Morgan Stanley and its predecessor firms for 14 years. Previously I also worked with Paine Webber as an Equity Syndicate Assistant and Road Show Coordinator.  I use my experiences from my years in the financial services industry to provide our clients with excellent service and portfolio implementation.   

My husband, Dominick, and I live in Farmingdale, NY. Outside of work, I enjoy caring for my 4 dogs, traveling and cooking.

 I hold Series 7, 63 and 65 as well as Life, Health and Variable Annuities Licenses.


Registered States:
CA, FL, ME, MN, NJ, NY, OH, RI