Helen Minieri Stacy, CFP® is a seasoned financial planner operating within UBS Financial Services Inc., specializing in personalized wealth management and financial planning solutions. Based in Southampton, NY, Helen offers clients a holistic, goals-based approach to their financial lives, backed by the vast global resources of UBS. She works closely with individuals, families, and business owners to develop long-term strategies tailored to unique life goals, risk tolerances, and timelines.

As a Certified Financial Planner™ professional, Helen prioritizes fiduciary standards, offering responsible and transparent financial advice. Her services encompass retirement planning, education funding strategies, wealth transfer planning, and investment portfolio development. By leveraging UBS’s cutting-edge tools and research, she helps clients navigate market uncertainty and make confident financial decisions.

Helen is known for her long-standing relationships with clients, underscoring a commitment to trust, discretion, and deeply personalized service. Her practice occasionally partners with other UBS specialists to offer advanced planning in areas such as estate strategies and philanthropic investing. Community-focused and client-driven, she brings an empathetic, boutique-style approach within a world-class financial institution.

Website: https://advisors.ubs.com/helen.minieristacy

Key Services:

– Comprehensive financial planning
– Investment portfolio development
– Retirement planning strategies
– Education funding strategies
– Estate and wealth transfer planning
– Philanthropic and legacy planning
– Risk management and insurance analysis
– Multigenerational wealth strategies