Tracy joined UBS Financial Services Inc. in January 2009 after 15 years as a Wealth Management Advisor at Merrill Lynch. Prior to her career in Financial Services, she had a successful career in commercial real estate with Cushman & Wakefield. Tracy earned her B.S. from Fairfield University and holds an M.B.A. from Hofstra University. Tracy has extensive experience managing accounts for ultra-high net worth clients in all areas of concentrated stock, alternative investments and all areas of money management. She also acts as a liaison between institutional clients and our investment bank as well as the UBS business development group. Tracy has a wealth of experience managing client relationships from the credit side ranging from multimillion dollar business loans, personal mortgages, secured lines of credit and mezzanine finance.

Tracy obtained the Certified Investment Management Analyst designation from the Investment Management Consultants Association (IMCA) after successfully completing the course work at the Wharton School of the University of Pennsylvania in 2003. Tracy has also completed the Certified Private Wealth Advisor^® program through IMCA in conjunction with the University of Chicago Booth School of Business. She is a Chartered Retirement Plan Specialist through the College of Financial Planning and is an Endowment and Foundation Consultant. She holds the Series 7, 63, 65 and the Series 31 managed futures license. Tracy is also a licensed insurance agent and real estate broker. This past year, Tracy was recognized by Forbes and SHOOK research as a part of their 2020 list of Top 1,000 Woman Wealth Advisors in the country. Tracy lives with her husband Clifford Packingham in Locust Valley, NY and is involved in numerous community efforts including Volunteers for Wildlife.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, KS, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT, WA

Kevin joined UBS Financial Services, Inc. In January 2009 after a 15-year career at Merrill Lynch. Before becoming a Financial Advisor in 2002, he had been a trust specialist with Merrill Lynch Trust Company. His unique experience includes 19 year in the estate and trust industry, having started his career with Manufacturers Hanovers Trust and later Midlantic National Bank. Kevin has a B.B.A. in finance from Adelphi University. He specializes in estate and trust planning for our high net worth clients and the ongoing management of their trusts. He also has extensive experience in charitable giving strategies and retirement planning.

Kevin obtained the Chartered Retirement Planning Counselor designation from the College for Financial Planning in 2006. He has also completed the CPWA program through the Investments and Wealth Institute in conjunction with the University of Chicago Booth School of Business. He holds the Series 7 and 66 securities licenses and a Series 31 managed futures license. Kevin currently serves on the President's Advisory Board for Adelphi University and the Board of Directors of Art for Progress, a New York City arts education program. He is also a licensed insurance agent and lives in Forest Hills, NY.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, KS, MA, MI, MO, MT, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VT, WA

Rosario joined Eagle View Wealth Management in 2019. Prior to joining the team, Rosario was a top performing graduate of UBS' esteemed Wealth Planning Associate program. During his time in the program, Rosario specialized in creating and implementing comprehensive financial plans across the entire Long Island Complex. His extensive experience allowed to become a subject matter expert on complex planning strategies such as retirement planning, education planning, insurance planning, charitable giving planning, and legacy planning. Prior to joining UBS, Rosario worked as a Client Service Specialist at TD Ameritrade's Melville office.  In his role, he was responsible for the day to day operations, administrative functions and identifying lead opportunities to Senior Financial Consultants.

Rosario graduated with honors and earned his B.S. with a major in Finance and a minor in Economics from Quinnipiac University. In addition, he currently holds the Series 7 and 66 licenses, life and health insurance licenses, the Accredited Wealth Management Associate^SM  certification,  the Certified Divorce Financial Analyst® certification,  and is a CERTIFIED FINANCIAL PLANNER™. Rosario lives in New Hyde Park, NY.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, KS, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NY, OH, PA, PR, RI, SC, TX, VA, VT, WA

Marianne has over 30 years of experience in the financial services industry, beginning her career with Kidder, Peabody in New York City as a Research Associate. With an eye towards a client facing career path, Marianne moved to Prudential Securities initially as a Sales Assistant and ultimately becoming a Financial Advisor. In 2000, Marianne moved to Merrill Lynch continuing on the same path until she started her family. Looking for a better balance with her career and family, Marianne chose to return to the position of a Client Service Associate. Eventually, Marianne joined the Dellomo Mahony Group and moved to UBS with the team in 2009 where she is a Registered Client Service Associate. 

Marianne's extensive financial services experience and wide range administrative skill set is the backbone of the team. The team counts on Marianne to keep everything running smoothly and deal with all administrative and operational details necessary for creating the best client experience. Marianne works directly with our clients addressing administrative and operational inquiries and is always available with a positive attitude. In recent years, Marianne has become responsible for assisting the team's clients with gaining access to UBS Wealth Management Online and assisting them in accessing the various digital tools available to our clients including My Total Picture. Her knowledge and experience makes her an integral part of the team.

Marianne holds her Series 7 and 63 securities licenses.  She resides in Nassau County with her 2 children.