UBS New York office at 1285 AoA welcomes
Mellany Bagtas
Mellany Bagtas

UBS announced the hiring of financial advisor Mellany Bagtas in New York, NY.She joined the Manhattan Market led by Regional Director Christopher DiMuria, Market Executive Kellie Brady and Associate Market Executive Demie Kommatas.
Mellany Bagtas has 18 years in the industry and joins us from Morgan Stanley where she spent 7 years helping empower executives, business owners, successful individuals, and their families to achieve and maintain financial independence. Prior to that, she spent 9 years at Merrill Lynch as a Vice President.
Mellany holds the Certified Financial Planner (CFP®) certification, the Certified Exit Planning Advisor (CEPA®) designation, the Chartered Divorce Financial Analyst (CDFA®) designation, and the Chartered Retirement Planning Counselor (CRPC®) designation. She is very passionate about ensuring her clients needs are met through tailored solutions.
Joining Mellany is Client Service Associate Kaitlin Weaver.
Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.
For designation disclosures visit https://www.ubs.com/us/en/designation-disclosures.html
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S. For designation disclosures visit https://www.ubs.com/us/en/designation-disclosures.html