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Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Alex Harrigan

Vice President–Wealth Management

Financial Advisor

Alex joined the UBS Private Wealth Management team in 2014. With a focus in comprehensive financial planning, Alex helps families and individuals determine their financial goals and develop strategies to achieve them. He is also responsible for client relationship management, business development, and executing the team’s investment management strategies.

Alex graduated from the University of Central Florida in Orlando, Florida where he received a bachelor’s degree in advertising and public relations. He lives in Fort Lauderdale, Florida.

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • MA
  • MI
  • MN
  • MO
  • NC
  • NY
  • OR
  • PA
  • SC
  • TX
  • WA

Education

  • Bachelor's Degree in Advertising and Public Relations, University of Central Florida
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
  • (954) 527-6309

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Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

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Executive decisions

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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