UBS New York, NY office welcomes

UBS announced the hiring of financial advisors Harlan S. Levinson and Louis F. Vargas in New York, NY.They joined the Manhattan Market led by Chris DiMuria, Kellie Brady, Demie Kommatas, Shilpa Gandhi and Steven Kuzmanoski.

They join UBS from Morgan Stanley, where they spent the past 10 years advising clients as a Financial Advisors. The team brings more than 25 years of experience helping high-net-worth individuals and families define financial goals, preserve wealth and pursue long-term growth through tailored investment strategies.

Harlan prides himself on the wide range of appropriate solutions he brings to a diverse array of clients: advertising and entertainment professionals, independent business professionals, entrepreneurs, corporate executives, couples, and individuals. His goal is to present wealth accumulation strategies with an emphasis on prudent growth and asset preservation, all tailored to help meet the investor’s long-term goals.

Louis has been providing wealth management advice to high-net-worth individuals, families, and business owners. His extensive background in investment strategies, including options trading strategies, financial planning, corporate retirement planning, and risk management, allows him to create tailored solutions to help meet his clients’ diverse financial goals.

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UBS New York, NY office welcomes

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