Unitas Wealth Employee Directory

Unitas Wealth corporate office is located in 395 N Service Rd Ste 206, Melville, New York, 11747, United States and has 11-50 employees.

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unitas wealth management

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unitaswealth.com

Unitas Wealth Global Presence

Location	People at location
North America	1-10

Key Employees of Unitas Wealth

BY
Brian Yun
Managing Principal
PhoneEmail
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PhoneEmail
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Index of contact profiles from Unitas Wealth

Hundreds of professionals searching for Unitas Wealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

VL
Veena Lamba
Email Direct
Administrative Assistant
United States , New York , Melville

JY
Jean Yun
Email Direct
Director, Operations
United States , New York , Melville

BS
Brandon Sung
Email Direct
Financial Planning Associate
United States , New York , Melville

BD
Brian Davis
Email Direct
Retirement Planning Specialist
United States , New York , Melville

SY
Stephanie Yun
Email Direct
Financial Planning Associate
United States , New York , Melville

BY
Brian Yun
Email Direct
Managing Principal
United States , New York , Melville

MZ
Melissa Zuccarello
Email Direct
Executive Assistant
United States , New York , Melville

LP
Lori Pirrone
Email Direct
Wealth Advisor
United States , New York , Melville

MG
Michael Gaffary
Email Direct
Wealth Advisor
United States , New York , Melville

MK
Michelle Kert
Email Direct
Administrative Assistant
United States , New York , Melville

NM
Nicholas Massimo
Email Direct
Wealth Management Associate
United States , New York , Melville

VV
Vincenza Ventura
Email Direct
Administrative Assistant
United States , New York , Melville

EA
Elliot Altman
Email Direct
Wealth Management Associate
United States , New York , Melville

Former Employees at Unitas Wealth

Explore people who held key positions, contributed to Unitas Wealth's success, and advanced their careers.

JM
Jackson Modico
Relationship Manager at Lenox Advisors
Worked as Financial Planning Associate
at Unitas Wealth (2022-2024)
Email Direct
CT
Christopher Tuckett
Product Specialist at AlphaSense
Worked as Financial Consultant
at Unitas Wealth (2020-2020)
Email Direct

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Frequently Asked Questions Regarding Unitas Wealth Employees

How many employees does Unitas Wealth have?

Unitas Wealth has 11-50 employees

Who are Unitas Wealth key employees?

Some of Unitas Wealth key employees are Brian Yun

Where is Unitas Wealth located?

Unitas Wealth’s headquarters are located at 395 N Service Rd Ste 206, Melville, New York, 11747, United States

How do I contact Unitas Wealth?

Unitas Wealth Contact Info: Phone number: (631) 485-2452 Website: www.unitaswealth.com

What does Unitas Wealth do?

Unitas Wealth Management specializes in wealth planning and management, offering services such as financial planning, asset management, retirement planning, risk management, and legacy planning. They aim to help individuals, families, and businesses achieve financial success by providing clarity and confidence in their financial goals. Utilizing te... Read More

Is Unitas Wealth a public company?

Unitas Wealth is private company therefore does not currently have an official ticker symbol

See more information about Unitas Wealth Employees