Zachary Herrera - UBS Financial Services Inc.

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58 S Service Rd Ste 310
Melville, NY 11747
+1 (631) 420-6442
https://advisors.ubs.com

UBS Financial Services Inc. in Melville, NY, is a leading global wealth management firm that has been guiding clients through various market opportunities and financial challenges for over 160 years. The firm specializes in serving high-net-worth individuals, multigenerational families, and institutions, offering tailored solutions in financial planning, trust and estate planning, risk management, and creative lending.

Under the leadership of Managing Director Zachary Herrera, the team emphasizes building lasting relationships by understanding clients' priorities and concerns. Their approach, known as the UBS Wealth Way, focuses on three key dimensions: liquidity for short-term expenses, longevity for long-term needs, and legacy for future generations.

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