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Text Content

Diesing/DeGroot/O'Malley Wealth Management
View FINRA BrokerCheck informationContact usAccount login
Diesing/DeGroot/O'Malley Wealth Management
* Home(current)
* Meet the team
* Contact

LASTING RELATIONSHIPS. FOR ALL THAT MATTERS

Our clients know that we put their best interests first at all times. As your
financial advocates, we ask the critical questions to learn all about you, your
family, priorities and concerns. At the end of the day, we understand that
earning your confidence and trust requires integrity, prudence and
accessibility.

Start the conversation. .

PURSUING YOUR GOALS TOGETHER

Our mission is to provide quality strategies customized to your needs. Our goal
is to be your primary source of financial advice. To this end, we concentrate
our efforts on developing long-term relationships through a commitment to
quality client service.

* JAY DIESING

Senior Vice President–Wealth Management

Financial Advisor

*
*

View bio . Jay Diesing.
* AK
* AZ
* CA
* CO
* CT
* DC
* DE
* FL
* GA
* IA
* ID
* IL
* KY
* MA
* MD
* ME
* MN
* MT
* NC
* NH
* NJ
* NY
* OH
* OR
* PA
* RI
* SC
* TX
* VA
* VT
* WA
* WI
* WY

I am one of a small number of UBS financial advisors who have earned the
designation of Wealth Advisor. I joined UBS in 2004 in the Southampton, NY
office. Before joining UBS, I was the branch manager of Merrill Lynch’s
Southampton office. Prior to joining Merrill Lynch in 1993, I was affiliated
with Chemical Bank as Vice President and manager of the short- and
medium-term finance unit in NY. While at Chemical Bank, I also held corporate
finance positions in Sydney, Australia, and Houston, TX. I graduated Phi Beta
Kappa with a degree in economics from Washington & Lee University in 1981.

* Washington & Lee University, Economics

* Wealth Advisor

8 Main Street
Southampton, NY 11968

* ERIK DEGROOT

Vice President–Wealth Management

Financial Advisor

*
*

View bio . Erik DeGroot.
* AK
* AZ
* CA
* CO
* CT
* DC
* DE
* FL
* GA
* IA
* ID
* IL
* KY
* MA
* MD
* ME
* MN
* MT
* NC
* NH
* NJ
* NY
* OH
* OR
* PA
* RI
* SC
* TX
* VA
* WA
* WI
* WV
* WY

I provide comprehensive wealth management planning for a diverse clientele,
both locally and nationally. Prior to joining UBS in 2008, I managed wealth
for clients of Tucker Anthony and then RBC Wealth Management. My first
financial experience came working for Columbia University, managing the
finances of the NIH and private grants for the University’s Molecular
Genetics division. After graduating from Chaminade High School in Mineola,
NY, I attended New York University and graduated Summa Cum Laude from St.
John’s University.

CA License #0G47717

* New York University
* St. John’s University

* Chartered Retirement Plans Specialist℠

8 Main Street
Southampton, NY 11968

* RYAN O'MALLEY

Vice President–Wealth Management

Financial Advisor

*
*
*

View bio . Ryan O'Malley.
* AK
* AZ
* CA
* CO
* CT
* DC
* DE
* FL
* GA
* IA
* ID
* IL
* KY
* MA
* MD
* ME
* MN
* MT
* NC
* NH
* NJ
* NY
* OH
* OR
* PA
* RI
* SC
* TX
* VA
* WA
* WI
* WY

My passion as a financial advisor is fueled by my devotion to see my clients
reach their financial goals. By using my knowledge of the financial
industry, I am able to assist others in making educated decisions. My
expertise focuses on wealth management which includes, retirement planning,
lending, College 529 plans, and insurance planning.

While attending Marymount Manhattan College in Manhattan, I became interested
in finance. After graduating with a B.A. in Accounting, I completed three
highly competitive internships at Merrill Lynch, Smith Barney, and Lehman
Brothers. After respected roles at Lehman Brothers and Deutsche Bank, I
joined UBS Financial Services in March 2011.

During my free time I enjoy cycling with the Sag Harbor Cycling Company, and
training for triathlons.

CA Insurance #: 0H82764

* Marymount Manhattan College, B.A. in Accounting

8 Main Street
Southampton, NY 11968

* VELINA GEROVA

Client Associate

*
*

View bio . Velina Gerova.
8 Main Street
Southampton, NY 11968

Our team

* JAY DIESING

Senior Vice President–Wealth Management

Financial Advisor

*
*

View bio . Jay Diesing.
* AK
* AZ
* CA
* CO
* CT
* DC
* DE
* FL
* GA
* IA
* ID
* IL
* KY
* MA
* MD
* ME
* MN
* MT
* NC
* NH
* NJ
* NY
* OH
* OR
* PA
* RI
* SC
* TX
* VA
* VT
* WA
* WI
* WY

* Washington & Lee University, Economics

* Wealth Advisor

8 Main Street
Southampton, NY 11968

* ERIK DEGROOT

Vice President–Wealth Management

Financial Advisor

*
*

View bio . Erik DeGroot.
* AK
* AZ
* CA
* CO
* CT
* DC
* DE
* FL
* GA
* IA
* ID
* IL
* KY
* MA
* MD
* ME
* MN
* MT
* NC
* NH
* NJ
* NY
* OH
* OR
* PA
* RI
* SC
* TX
* VA
* WA
* WI
* WV
* WY

CA License #0G47717

* New York University
* St. John’s University

* Chartered Retirement Plans Specialist℠

8 Main Street
Southampton, NY 11968

* RYAN O'MALLEY

Vice President–Wealth Management

Financial Advisor

*
*
*

View bio . Ryan O'Malley.
* AK
* AZ
* CA
* CO
* CT
* DC
* DE
* FL
* GA
* IA
* ID
* IL
* KY
* MA
* MD
* ME
* MN
* MT
* NC
* NH
* NJ
* NY
* OH
* OR
* PA
* RI
* SC
* TX
* VA
* WA
* WI
* WY

During my free time I enjoy cycling with the Sag Harbor Cycling Company, and
training for triathlons.

CA Insurance #: 0H82764

* Marymount Manhattan College, B.A. in Accounting

8 Main Street
Southampton, NY 11968

* VELINA GEROVA

Client Associate

*
*

View bio . Velina Gerova.
8 Main Street
Southampton, NY 11968

AboutRecognitionEducationFocusContact
Registered States:

Eligibility is based on quantitative factors and is not necessarily related to
the quality of the investment advice. For more information on third party rating
methodologies, please visit ubs.com/us/en/designation-disclosures

EDUCATION

CREDENTIALS

Email Me

Let's connect

About
Registered States:
Recognition

Education

EDUCATION

CREDENTIALS

Focus

Contact

Email Me

Let's connect

About

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THE CIRCULAR ECONOMY: WHAT IS IT?

Our current consumption trends require the resources of 2.3 planets, but we only
have one. The circular economy creates opportunities for innovation and
investment while encouraging resource efficiency and can create cost savings.

Show more. The circular economy: What is it?.. The circular economy: What is
it?.

RETIREMENT PLANNING

Are you ready for a retirement that could span 30 years or more? What’s the
right plan to help make sure your retirement funds last? The longer you spend in
retirement, the greater the impact these decisions can have. Our team will work
with you to help preserve your lifestyle and livelihood in retirement by
understanding your goals, risk and time horizon.

Show more. Retirement planning.. Retirement planning.

MULTIGENERATIONAL PLANNING

Talking about future financial responsibility can be an emotional and
challenging topic for both parents and children. Whether you’re discussing an
inheritance, insurance, a business transition or wealth transfer, an open,
honest discussion among family members makes the process more rewarding for
everyone. Let us show you how.

Show more. Multigenerational planning.. Multigenerational planning.
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LEGACY—WEALTH FOR OTHERS

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more
control over your financial future and what you leave behind, so you can move
forward with confidence.

Learn more at ubs.com/wealthway.

BACKED BY THE STRENGTH OF UBS

A GLOBAL LEADER IN WEALTH MANAGEMENT

$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

INSIGHTS

* Terms of use
* Privacy statement
* Additional legal information
* Report fraudulent mail

Products and services mentioned on these web pages may not be available for
residents of certain nations. Please consult the sales restrictions relating to
the service in question for further information. http://www.ubs.com

As a firm providing wealth management services to clients, UBS Financial
Services Inc. offers investment advisory services in its capacity as an
SEC-registered investment adviser and brokerage services in its capacity as an
SEC-registered broker-dealer. Investment advisory services and brokerage
services are separate and distinct, differ in material ways and are governed by
different laws and separate arrangements. It is important that clients
understand the ways in which we conduct business, that they carefully read the
agreements and disclosures that we provide to them about the products or
services we offer. A small number of our financial advisors are not permitted to
offer advisory services to you, and can only work with you directly as UBS
broker-dealer representatives. Your financial advisor will let you know if this
is the case and, if you desire advisory services, will be happy to refer you to
another financial advisor who can help you. Our agreements and disclosures will
inform you about whether we and our financial advisors are acting in our
capacity as an investment adviser or broker-dealer. For more information, please
review the PDF document at ubs.com/relationshipsummary.

UBS Financial Services Inc. does not provide tax or legal advice. Please consult
with your tax and legal advisors regarding your personal circumstances.

Wealth management services in the United States are provided by UBS Financial
Services Inc., a registered broker-dealer offering securities, trading,
brokerage and related products and services. Member SIPC . Member FINRA . UBS
Financial Services Inc. is also registered as a Futures Commission Merchant
(FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers
brokerage services related to the execution and clearing of on-exchange futures
and options on futures products. Member NFA

Unless we separately agree in writing, we do not monitor your brokerage account,
and you make the ultimate decision regarding the purchase or sale of
investments. You can ask us to review your brokerage account and provide you
with investment recommendations at any time.

Private Wealth Management is a division within UBS Financial Services Inc.,
which is a subsidiary of UBS AG.

For more information on third party rating methodologies, please
visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order
Routing Disclosure . Statement of Financial Condition. Statement of Financial
Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure
Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's
Trademark Disclaimer. Important Information About Auction Rate Securities (Not
for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS
Financial Services Inc . Agreements and Disclosure

THANK YOU FOR CONTACTING US.

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