The Leone-Heck Group is a team of experienced financial advisors at UBS Financial Services Inc. in New York, NY. They specialize in private wealth management, offering tailored plans that integrate complex investing, planning, and financing priorities for individuals, families, and businesses. With a commitment to quality client service, their goal is to be the primary source of trusted financial advice and help clients achieve their goals.
Led by Matthew Leone and Kevin Heck, both CERTIFIED FINANCIAL PLANNER professionals, the team brings a seasoned perspective and proactive problem-solving approach to address clients' financial needs. They have expertise in managing concentrated stock positions, retirement planning, inheritance, business sales, trust and estate planning, and more. With access to the sophisticated resources of UBS Private Wealth Management, the Leone-Heck Group aims to provide quality strategies customized to each client's unique needs.
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