The Park Ave Group, located within UBS, focuses on assisting families with Special Needs to properly plan for the present and future. The Park Ave Group, along with a team of strategic partners, helps prepare you and your family for a financial future that will allow you to feel confident in the years to come.
The Park Ave Group was formed because of Kimberly Greenberg’s, ChSNC® personal experience with her daughter Parker Avery Greenberg. Parker was born with a rare genetic syndrome. As Kimberly and her family began to navigate the world of Special Needs they realized there was limited financial information available pertaining to the planning of their own financial future with a special needs daughter.
Kimberly along with her partners' Armand J. Del Medico, CFP® and Jamal Davis set out to close this gap. Their goal is to make this information more readily accessible by consolidating information and becoming a resource for answers and long term financial planning.
Kimberly Greenberg, ChSNC®
AZ, CA, CO, CT, FL, IL, MA, MD, NJ, NY, TX
Armand J. Del Medico, CFP®, CIMA®
AR, AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, NC, NJ, NV, NY, OR, PA, RI, SC, VA, VT, WA
Jamal Weldon Davis
Jamal joined UBS in 2016 after working for GE Capital for 5 years. While at GE Capital, he
successfully completed GE’s Financial Management Program. After finishing the program,
Jamal joined the Sales and Trading desk for middle market loans in New York City, where
he focused on compliance and trading activity. Jamal was also part of the African-American
Forum while at GE Capital. Upon joining UBS he focused solely on creating goal based and cash
flow plans for high net-worth prospects and clients. From planning a home purchase to preparing
for retirement, he values getting to know clients and making sure they have the right tools in place
to reach their goals. Through this extensive planning process, Jamal is able to help clients identify
and strategize ways to achieve their goals. He does this by aiding clients through managing risk,
gaining insight into their estate planning, and continually utilizing the resources of UBS and the team's
network to provide clients with the services they are seeking. Jamal has earned his Accredited Wealth
Management Advisor(AWMA) designation. He is licensed to sell life and health insurance in New York
Jamal graduated from Middlebury College. He is very involved with his alma mater as he serves
on the Middlebury Alumni Association Board and is a Co-lead of the NYC Middlebury Alumni chapter.
Jamal and his wife, Kaitlyn, reside in Brooklyn, NY.
AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TX, VA, VT, WA
Briana D'Esposito joined the Park Ave Group in August of 2019 and currently serves as a Registered Client Service Associate.
Briana will perform all daily matters for the ADM Team, including account processing, responding to client requests, and ensuring high level client service that is in accordance with all firm standards and guidelines. Additionally, Briana will assist the team with all marketing efforts.
Prior to UBS, Briana served as a Resolution Services representative at Vanguard where she partnered with senior financial advisors for ultra-high net worth clients to diagnose complex monetary errors and restore client confidence. She also utilized lean management principles and tools to gather data, meet project deadlines, and improve departmental procedures.
Briana graduated from the University of Delaware in 2017, and holds her Series 7& 63 licenses. She is from Connecticut and currently resides in New York City.
CA, CT, FL, GA, KY, MA, NJ, NY, OR, VA