Global access. Strategic solutions.

Private Wealth Management

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You're an executive juggling multiple priorities to help your company succeed. But what about your own financial future? Our team never underestimates the importance of financial planning when it comes to helping you make important decisions about your wealth. We view this as a business plan for your personal life, to help you measure success, and inform your financial decision-making today, tomorrow, and for future generations.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Andrea Freiman

    Andrea Freiman, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MO
    • NC
    • NE
    • NH
    • NJ
    • NY
    • OH
    • PA
    • PR
    • SD
    • TN
    • TX
    • UT
    • WA

    Andrea Freiman is a Senior Vice President at UBS Private Wealth Management, where she works closely with business owners, women, and corporate executives to help them build, preserve, and transition their wealth. Known for her personalized, empathetic approach, she is also a committed medical advocate, helping clients navigate complex life and health challenges alongside financial planning. Andrea recently participated as a mentor for at-risk high school girls at Women of Tomorrow.

    Andrea advises on:
    - Comprehensive wealth planning
    - Investment management
    - Estate and trust structuring
    - Strategic credit and lending
    - Charitable and philanthropic giving

      • The Wharton School, University of Pennsylvania, B.S. Science in Economics
      • CERTIFIED FINANCIAL PLANNER®
      550 Biltmore Way
      Coral Gables, FL 33134
      andrea.freiman@ubs.com
      Andrea Freiman, CFP
      550 Biltmore Way,Coral Gables,FL,33134
    • Georgios Kollilekas

      Georgios Kollilekas

      Client Associate

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              550 Biltmore Way
              Coral Gables, FL 33134
              georgios.kollilekas@ubs.com
              Georgios Kollilekas
              550 Biltmore Way,Coral Gables,FL,33134
            Three generations in apple orchard

            Turn possibilities into a plan

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            A leading global wealth manager

            Fausto

            Tariffs, volatility and your portfolio

            Are you ready?

            In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

            We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $6 trn

            UBS Group invested assets
            As of 12/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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