Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Anthony Edward Cristiano

First Vice President - Wealth Management
Senior Retirement Plan Consultant
Portfolio Manager
212-626-8526

email   Connect with me on LinkedIn



Anthony has been in the financial services industry providing investment guidance to individual and corporate clients for twenty two years.  From 2008 thru 2014,  Mr. Cristiano has been nominated as Retirement Plan Advisor of the Year by Plan Sponsor Magazine.  In 2012, Mr. Cristiano was named as one of the "Top 100 Retirement Plan Advisors" by Plan Sponsor Magazine.  Anthony was awarded with the designation of "Senior Retirement Plan Consultant", a designation that is given to the advisors at UBS who are most  experienced and knowledgeable that service defined contribution sponsors.   Mr. Cristiano serves on the Board of Trustees of Liberty Health Care Foundation of the Jersey City Medical Center.   Anthony resides with his wife and three sons in Franklin Lakes, New Jersey. 


Registered States:
AZ, CA, CT, DE, FL, GA, KS, LA, MA, MD, ME, MS, NC, NJ, NY, SC, TX, UT, VA, VT, WI


Angela Dimercurio

Client Service Associate
212-626-8569

email   Connect with me on LinkedIn



Angela started her career with UBS in 2019 as a Client Service Associate for several financial advisors at the firm. Today, Angela manages day-to-day account maintenance and cash management. She acts as a reliable point of contact for clients and is able to work quickly and effficiently on multiple requests and account servicing needs. Prior to starting at UBS Angela managed the financial needs of a private investor and understands the personalized service that the financial services industry must provide to their clients. Angela earned her Master of Arts and Bachelor of Science degrees from St. John’s University.