Advanced Search FINANCE, INSURANCE & LEGAL Sort By: Member Name ↑ | Business Name ↑ Sort By:   Member Name ↑   Business Name ↑ UBS Financial Services Inc. Member Name: Helen Minieri Stacy, CFPBusiness Genre: FINANCE, INSURANCE & LEGALShort Business Description: UBS Financial Services Inc, located in Southampton, NY is a Global Wealth Management Firm. For 150 years, UBS has been committed to bringing its global resources to bear on the portfolios of high net
worth individuals to help them achieve their wealth management objectives. Powerfully positioned to address the new realities of today’s global economy, we are the rare firm that meets the entire spectrum of clients’ sophisticated needs from a holistic perspective. Peerless, customized solutions are delivered by dedicated and passionate Financial Advisors who are uniquely aligned to instill the trust and confidence that investors are seeking.Long Business Description:

At the UBS Southampton branch, we recognize that it’s a different world today. That’s why it’s so important for clients to choose a financial advocate who can offer the advice they need to confidently embrace the future. As a seasoned Financial Advisor, Certified Financial Planner and service professional I am committed to listening to every client, assessing their concerns and developing an actionable plan. This ensures that all of their assets are working together toward the goals they’ve set. Once a holistic wealth management strategy is in place, it is monitored annually. Equally important, are the relationships built — clients are truly the most valued asset, deserving of an excellent client experience.

Business Website Address: http://www.ubs.comBusiness Phone Number: 631-287-5801

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Campolo, Middleton & McCormick, LLP

Business Genre: FINANCE, INSURANCE & LEGALShort Business Description: Campolo, Middleton & McCormick, LLP is a full-service law firm with the expertise and experience to represent clients in a wide variety of legal matters.Long Business Description:

Located in the heart of Long Island, Campolo, Middleton & McCormick, LLP is a full-service law firm with the expertise and experience to represent clients in a wide variety of legal matters, including litigation and appeals, insurance, corporate and private equity, technology and intellectual property, government relations, employment, real estate, healthcare and bankruptcy law. We have an established record of results for our clients, who range from individuals to global companies, and approach each matter with a unique understanding of the issues and the highest level of integrity. Our firm is the recipient of the prestigious HIA-LI Business Achievement Award and our attorneys are consistently included in the LIBN “Who’s Who” of Long Island lawyers in several categories. We strive to be trusted counselors and advisors and pride ourselves on the long-term relationships we forge with our clients.

Business Website Address: http://www.cmmllp.com/Business Phone Number: (631) 738-9100Business Fax: (631) 738-0659

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Capital One Bank

Member Name: Michelle SafarianBusiness Genre: FINANCE, INSURANCE & LEGALLong Business Description:

Michelle is Vice President, Business Banking Relationship Manager for Capital One Bank.
She has over 20 years’ experience in the banking and financial services industry.
In her banking roles Michelle looks to provide a legendary experience to her clients.
She also looks to promote community involvement with her teams and give back to the community in which she serves.

In her current role she is responsible for new business development, relationship management of existing clients and business lending.

Michelle’s community involvement is a passion that she is encouraged to partake within her current company. She is Secretary of the Board of Directors for the L.I. Against Domestic Violence (Suffolk County Coalition against Domestic Violence), as well as serving as the Chair for their Business Council, bringing Long Island businesses together to support the victims of Domestic Violence.
She is a Board Member for the Nesconset Chamber of Commerce and Tyler and Madden’s Food Fight which supports pediatric food allergy research. In the past Michelle has also worked with the Smithtown Business and Professional Women’s Network and The Long Island Mentoring Partnership.
Over the past few years Michelle has been honored by both the local community as well as her employers. In 2014, she was the recipient of “Person Of The Year” award from the Nesconset Chamber of Commerce, in 2012 she received the Community Leader Nomination from TD Bank and in 2010 she receiveved “Woman of Excellence” Award by the Smithtown Business and Professional Women’s Network

Business Website Address: http://www.capitalone.comBusiness Phone Number: 6315775858Business Fax: 8009860236

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Lanzetta & Associates PC

Member Name: Donna LanzettaBusiness Genre: FINANCE, INSURANCE & LEGALShort Business Description: General practice, litigation, contracts (all types), matrimonial, mediation, foreclosure defense, wills, trusts, real estate, and more!Long Business Description:

Law firm providing general legal services including but not limited to real estate closings, litigation (all types, all courts), contracts (all types, including entertainment), matrimonial, family law, separation agreements, mediatior, child support, wills, trusts, estates, real estate investment and property management, business operations and managment, emplyment discrimination, tax grievance, arbitration, DWI and justice court matters, negligence, auto accidents, zoning and land use.

Business Phone Number: 631.653.9100Business Fax: 631.653.5800Business Tags: attorney, contract, court, foreclosure, law, Litigation, real estate

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Markowitz, Fenelon & Bank, LLP

Member Name: Elaine De Luca ByrnesBusiness Genre: FINANCE, INSURANCE & LEGALShort Business Description: We are your complete financial resource
The difference in the services we provide is the strategic combination of what we do and how we do it. Not only do we offer premier accounting services, we pledge to serve you, your family, your business and your organization by being an integral part of your accounting team, and we pledge to offer a close, committed relationship as we have for generations.
Long Business Description:

Elaine De Luca Byrnes is the chief marketing officer for Markowitz, Fenelon & Bank, LLP, a regional CPA firm with four offices in Riverhead, Southampton, East Hampton and Sag Harbor. Elaine has over fifteen years’ experience as an accounting marketing professional working within public accounting firms on Long Island and as a consultant when she operated her own marketing firm. Joining the firm in July of 2013, Elaine brought with her over thirty-years of marketing, corporate design and public relations experience. She was the recipient of the “Top In-house Marketing Executive Award for a Medium Firm; an award once sponsored by the LIBN and the Long Island Ad Club, and she was the recipient of the AAM Marketing Achievement Award at the Association of Accounting Marketing Conference, which she is an active member. Elaine also serves on the executive board of the Long Island Center for Business & Professional Women; she is a member of the East End Women’s Network, as well as the Press Club of Long Island.

Business Website Address: www.MFBcpa.comBusiness Phone Number: 631-727-3626

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Oppenheimer & Co. Inc.

Member Name: Melissa Murphy Pavone, CFP ® , CDFA ®Business Genre: FINANCE, INSURANCE & LEGALLong Business Description:

Melissa Murphy Pavone has joined Oppenheimer & Co. Inc.’s Westhampton Beach office. As an Associate Director – Investments, she deals with affluent individuals, their families and their businesses to seek to meet their financial-planning needs. Her goal is to provide clients with meticulous, hands-on service, with a special focus on Comprehensive Financial Planning. She has worked in the past at a number of leading firms such as UBS, Northwestern Mutual Financial Network and Citigroup.

She has been awarded the title of CERTIFIED FINANCIAL PLANNER ™ or CFP®, by the Certified Financial Planner Board of Standards, Inc. Most recently Melisa has become a Certified Divorce Financial Analyst® or CDFA® by the Institute for Divorce Financial Analysts ™. Melissa earned her B.B.A. in Finance from James Madison University.

Business Phone Number: 631-288-7175Business Fax: 631-288-7123

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Primerica Financial Services – Kate Hanna

Business Genre: FINANCE, INSURANCE & LEGALShort Business Description: Primerica is a Main Street Company for Main Street North America. Our mission is to help families earn more income and become properly protected, debt free and financially independent.Long Business Description:

Today’s families face major financial challenges. They’re being forced to downsize their goals and dreams – to settle for less. Primerica shows them how they can change their life. We are the only company focused on the middle market and helping Main Street families get the financial help they need.

We help Main Street families get the protection they need at a price they can afford, invest for the future and get out of debt. We teach families fundamental financial principles that aren’t taught in school and we give them an opportunity to build a business and transform their life.

Business Phone Number: 631-218-4000 office

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