user avatar

Lauren Healey

Advisor at UBS Financial Services

Updated today
UBS Financial Services logo

Firm

UBS Financial Services

Location

Greenville, NY

Credentials

Series 66

Industry experience

8 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Security ratings or pricing

Work history

UBS Financial Services

2021 - Present (5 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2019 - 2021 (2 years)

Unemployed

2018 - 2019 (1 year)

UBS

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Lisa P

Series 66

Freehold, NY

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Divorce financial planning Wealth management Founder/Business Owner

Orlando D

Series 66

Selkirk, NY

Fidelity

Orlando DiBacco is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with clients to develop financial plans aimed at providing confidence in their financial futures. His professional journey at Fidelity Investments began as an Intern in 2023, followed by positions as a Financial Services Representative and Financial Representative before advancing to his current role. Throughout his tenure at Fidelity Investments, Orlando has accumulated experience in various facets of financial services, contributing to his expertise in investment consulting. His progression within the company reflects a focus on client-centered financial planning. Outside of his professional responsibilities, Orlando has interests in beach activities, concerts, football, golf, and tennis.

Wealth management Financial Professional

William M

Series 63, Series 65

Miami Beach, FL

Merrill

William Moran is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. He has spent his entire career at Merrill, focusing on providing an exceptional service experience to clients by employing a range of investment strategies and wealth-planning structures tailored to meet their financial needs. He serves as the Director of Merrill's nationwide LGBT Financial Services Team, which was the only such team on Wall Street at its inception and has since expanded to address the specialized needs of the diverse LGBT community. Mr. Moran graduated with honors from Hiram College in Ohio prior to joining Merrill in 1986. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Throughout his career, he has received several recognitions including an Alumni Achievement Award from Hiram College in 2016, Honorable Mention in the 2007 Merrill Leadership & Inclusion Diversity Award program, Bank of America’s Global Diversity and Inclusion award in 2014, and the Business Leadership Award from the Capital Area Gay & Lesbian Chamber of Commerce. Residing in Washington, DC for over 25 years, Mr. Moran has been actively involved with philanthropic and community organizations. He is a current honorary board member and former president of the Board of Directors for Food & Friends, a local nonprofit providing meals to individuals with HIV/AIDS and other life-threatening illnesses. He is also the former chairman and current board member of the Gay Men's Chorus of Washington DC.

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer LGBTQIA
user avatar

John M

CFP®, Series 63, Series 66

Windham, NY

JTM Wealth Management, Inc.

user avatar

Dmitriy B

Series 65

Orinda, CA

Naylor & Company

user avatar

Kathleen G

Series 63, Series 65

Glenmont, NY

Godfrey Financial Associates, Inc.

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")