Insight-based advice

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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.

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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.

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    Nikolas Adell

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
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    Mr. Nikolas Adell heads up Adell Wealth Management Group. He has been with UBS Financial Services since 2004 and started his career in the Financial Services Industry with major wire houses in 1998. He is Vice-President Investments and holds Series 3,63,65 & 7 as well as California Life & Health Licenses. Outside of the office he enjoys playing golf, skiing,

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        Home Worker FL
        Home Worker FL, FL 000
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        Shawna Rule

        Client Associate

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                Beverly Hills, CA 90212

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              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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