The way forward

Today, tomorrow and for generations to come

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Our clients lead full, eventful lives, with many demands on their time. With this in mind, we aim to deliver world-class planning and execution, while alleviating areas of complexity and administrative burden. As a result, our clients can remain focused on those projects and activities, which are most important to them.

- Andrew J. Plum, CFP - Managing Director 440 Group

440 Group at a glance

$1.3 Billion

Assets under management

As of 06/01/2021

228

Collective years of experience

Recognized by 3
leading financial publications


Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

$3.3 trillion

In invested assets globally 
As of 12/31/2021

51 countries

Our global footprint

440 Group - Advisors

  • Andrew J. Plum, CFP 440 Group - UBS Wealth Management West Palm Beach

    Andrew J. Plum, CFP

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IL
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WY

    As lead advisor, Andrew oversees all aspects of 440 Group operations.  

    He has been recognized as one of the top wealth managers in the industry by both Barron’s and Forbes, and is a member of the elite Chairman's Council, a distinction that places him within the top 4% of advisors at UBS.

    Andrew joined UBS in 2010 from Merrill Lynch, where he held the title of Director, and was charged with leading, supervising, and training fellow teams, advisors, and administrative staff within the firm’s Palm Beach market.

    Andrew is an alumnus of the Warrington College of Business at the University of Florida.  He additionally holds the Certified Financial PlannerTM  certification and previously achieved the Certified Investment Management Analyst® designation, which he attained from the Wharton School at the University of Pennsylvania in 2007.

    • Barron's Top 1,200 Financial Advisors, 2021, 2022
    • Forbes/SHOOK Best-In-State Wealth Advisors, 2019, 2020, 2021, 2022
    • Warrington College of Business at the University of Florida
    • CERTIFIED FINANCIAL PLANNER™
    • Private Wealth Advisor
    525 Okeechobee Blvd.
    Suite 1500
    West Palm Beach, FL 33401
  • Thomas J Cullen 440 Group UBS Wealth Management West Palm Beach

    Thomas J. Cullen

    Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IL
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WA

    Tom provides holistic advice and guidance to 440 Group clients.  Financial planning is the bedrock of a wealth management relationship and, as such, Tom spends significant time in this area.  Following the creation of a customized financial plan, Tom shifts his focus to the design and implementation of an investment plan geared to help the client family achieve their unique objectives as laid out in the financial plan.. 

    Previously, Tom served individual investors and families within the Global Wealth & Investment Management Group (GWIM) at Bank of America Merrill Lynch. Prior to his time at Merrill Lynch, Tom spent 15 years as a trader at Wintergreen partners, a Florida based equity long/short fund.

    Tom earned an M.B.A. in finance from New York University’s Leonard N. Stern School of Business, and he received a B.A. in history and philosophy from Boston College.

      • New York University’s Leonard N. Stern School of Business, M.B.A. Finance
      • Boston College, B.A. History and Philosophy
        525 Okeechobee Blvd.
        Suite 1500
        West Palm Beach, FL 33401
      • Peter Miller 440 Group

        Peter Emeric Miller

        Senior Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • FL
        • HI
        • MA
        • ME
        • MI
        • MT
        • NH
        • NY
        • TN
        • VA
        • VT

        For over 30 years Peter has managed assets for high-net-worth individuals, trusts and endowments.  Throughout his career, Peter has taken a measured, holistic approach to portfolio management carefully balancing risk and return through a blend of traditional asset classes and innovative alternatives.

        Prior to joining UBS, Peter spent 18 years as a Managing Director and Senior Portfolio Manager at JP Morgan Private Bank, based in Palm Beach.  Among his achievements at JPM was the creation of a large cap equity growth stock offering, which was used globally across the firm.  Peter managed a mutual fund and common trust fund for JPM with assets approximating $6B, in addition to managing assets of approximately $1.5B for his own clients.

        Peter is a graduate of St. John’s University in Jamaica, NY where he received a B.S. in economics.  He went on to earn an M.B.A. in finance from New York University (Graduate School of Business Administration).

              525 Okeechobee Blvd.
              Suite 1500
              West Palm Beach, FL 33401
            • Kathleen Burke Profile Photo

              Kathleen R. Burke

              Financial Advisor

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              • AL
              • AZ
              • CA
              • CO
              • CT
              • DE
              • FL
              • GA
              • HI
              • IL
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • MT
              • NC
              • NH
              • NJ
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • RI
              • SC
              • SD
              • TN
              • TX
              • VA
              • VT
              • WA

              After more than five years of collaborating on various projects with 440 Group,  Kathleen's role within the team was greatly expanded in 2020.  In the position of Financial Advisor, Kathleen serves a select group of 440 clients in the areas of financial planning, investment management and lending.  She is also the main point of contact to the next-generation members of many of the families that 440 Group serves. 

              With more than 40 years of industry tenure, Kathleen brings extensive market knowledge and risk management experience to bear for 440 clients. 

              Prior to joining UBS, Kathleen held leadership and client service positions within the Global Wealth & Investment Management Group at Bank of America/Merrill Lynch in the Palm Beach Market. 

                    525 Okeechobee Blvd.
                    Suite 1500
                    West Palm Beach, FL 33401
                  • Scott Weber Profile Photo

                    Scott B. Weber, CIMA

                    Senior Vice President–Wealth Management

                    Financial Advisor

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                    • AZ
                    • CA
                    • CO
                    • CT
                    • DE
                    • FL
                    • GA
                    • IL
                    • KY
                    • LA
                    • MA
                    • MD
                    • ME
                    • MI
                    • MN
                    • MO
                    • NC
                    • NH
                    • NJ
                    • NV
                    • NY
                    • OH
                    • OK
                    • OR
                    • PA
                    • SC
                    • SD
                    • TN
                    • TX
                    • VA
                    • WA

                    Scott spends considerable time serving a limited group of 440 client families.  In addition, he touches all aspects of 440 Group operations, providing valuable input on long-range business planning, processes and procedures for the Group.   

                    Scott began his career as a financial advisor in 1991, serving affluent investors at Dean Witter Reynolds, which later became Morgan Stanley.

                    A graduate of the College of Business at the University of Florida, Scott obtained the Certified Investment Management Analyst® designation (CIMA®) in 2005 through the Wharton School at the University of Pennsylvania.

                    • Forbes/SHOOK Best-In-State Wealth Advisors, 2018, 2019, 2020
                    • College of Business at the University of Florida
                    • Certified Investment Management Analyst®
                    • Senior Managed Accounts Consultant
                    525 Okeechobee Blvd.
                    Suite 1500
                    West Palm Beach, FL 33401
                  • Randall Marsh Profile Photo

                    Randall A. Marsh

                    Senior Vice President–Wealth Management

                    Financial Advisor

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                    • AZ
                    • CA
                    • CO
                    • CT
                    • DE
                    • FL
                    • GA
                    • IL
                    • KY
                    • LA
                    • MA
                    • MD
                    • ME
                    • MI
                    • MO
                    • NC
                    • NH
                    • NJ
                    • NV
                    • NY
                    • OH
                    • OK
                    • OR
                    • PA
                    • SC
                    • SD
                    • TN
                    • TX
                    • VA
                    • WA

                    In his current role within UBS Field Leadership, Randy is focused on the supervision and leadership of fellow UBS Financial Advisors and support staff in The Woodlands, Texas. Prior to his current role, Randy served in various leadership positions in the Palm Beach, Kansas City and Houston markets for UBS.

                    Randy began his career as a financial consultant at Merrill Lynch 1991, where he served private clients and later achieved the title of Senior Resident Director.

                    Randy earned a B.B.A. and an M.B.A. from Florida Atlantic University.

                      • Florida Atlantic University, B.B.A.
                      • Florida Atlantic University, M.B.A.
                        1780Hughes Landing Blvd
                        3 Hughes Landing, Suite 200
                        The Woodlands, TX 77380

                      Connecting you to the deep resources of UBS

                      By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                      A team approach

                      A team approach

                      Multigenerational planning

                      Multigenerational planning