Experience

Makes all the difference

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 wirehouses in 1998. He is Vice-President Investments and holds Series 3,63,65 & 7 as well as California Life & Health Licenses. Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.

Nikolas Adell

Senior Vice President–Wealth Management

Financial Advisor

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,

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • 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.

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

Home Worker FL
Home Worker FL, FL 000

Email Me

nikolas.adell@ubs.com
Nikolas Adell
Home Worker FL,Home Worker FL,FL,000

Shawna Rule

Client Associate

131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

Email Me

shawna.rule@ubs.com
Shawna Rule
131 South Rodeo Drive,Beverly Hills,CA,90212