Let's move forward. Together.

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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  • Richard Suss Profile Photo

    Richard A. Suss, CFP

    Executive Director

    Branch Manager

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MS
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • TX
    • UT
    • VA
    • VI

    Richard Suss is an Executive Director of UBS Wealth Management Americas, and the downtown Miami Branch Manager.  Since joining UBS in 2000, he has achieved various leadership roles throughout South Florida.  He has served on UBS Leadership Council (2010, 2013, 2014, 2016, 2017, 2019) and twice has been named UBS Branch Manager of the Year (2013, 2015).  With over 30 years of wealth management and banking experience in South Florida, Richard brings experience and understanding to the domestic and international clients we serve. 

    Richard and his team, Biscayne Wealth Management, have been together since 2013.  Their advisory practice is focused on asset management, estate and financial planning, and the business banking needs of entrepreneurs.  Richard also specializes in not-for profit organizations as an Endowment and Foundations Consultant for UBS.  He provides insight and advice to investment committees and governing bodies of diverse not-for-profit clients—foundations, endowments, institutions and associations—to help them navigate their fiduciary challenges with greater confidence and ease. 

    In his community, Richard serves the Board of Broward College Foundation (Honorary), University of Florida's Parent & Family Philanthropy Council, UF Pi Kappa Alpha Alumni Board, and the Centered Heart Foundation.

    Richard is a graduate of the Warrington Business School at the University of Florida, having earned a B.S. degree in Business Administration, and was honored with selection into the prestigious leadership honorary, Florida Blue Key.  Also, he completed the Certified Financial Planning Program at Barry University and has been a Certified Financial Planner since 2006.

    Personal & Community

    • Sustainable Trends Group
    • Broward College Foundation (Honorary)
    • University of Florida Parent & Family Leadership Council
    • University of Florida Pi Kappa Alpha Alumni Advisory Board
    • Centered Heart Foundation

      • Warrington Business School at the University of Florida, B.S. degree in Business Administration
      • CERTIFIED FINANCIAL PLANNER™
      • Endowment & Foundation Consultant
      • Portfolio Manager
      100 SE 2nd Street
      Suite 2500
      Miami, FL 33131
    • Mr. Schwartz

      Barry Schwartz

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • IA
      • IL
      • IN
      • LA
      • MA
      • MD
      • MI
      • MS
      • NC
      • NJ
      • NM
      • NY
      • OH
      • OR
      • PA
      • TN
      • TX
      • UT
      • VA
      • VI

      Barry is a 40-year veteran of the financial services industry and joined UBS in 2013.  From his experience helping wealthy multi-generational families, entrepreneurs, corporate executives, and business owners over the years, Barry has developed a deep and varied expertise across all areas of wealth management that enables him to deliver pragmatic, proven advice for his clients' unique financial needs and goals.  He also has an extensive background in qualified corporate retirement plans, having built a national 401k practice which he ultimately sold to Nationwide Insurance.

      Barry uses a disciplined, yet intuitive approach to Wealth Management, with a keen focus on delivering sound solutions and strategies that preserve assets while creating growth opportunities.  He enjoys building fulfilling relationships with his clients, and looks forward to his interactions with them every day.  Barry takes great pride in his ability to add value to his clients' lives by maintaining a high standard of support, collaboration, and knowledge in every one of his relationships.

      Barry is a graduate of the University of Cincinnati, majoring in Economics.  He has been married for 47 years and has two grown children and three grandchildren.  He is very dedicated to supporting his community.  Barry is a Past President of Temple Judea in Coral Gables, and has served as the Vice-Chairman of the Board of Trustees of Friends of WLRN, Inc., Treasurer of the Alpha Epsilon Pi Foundation and past President of the Alpha Epsilon Pi Fraternity.  He currently serves on the Community Advisory Board for radio/TV of the Miami-Dade Public School system, and the Board of Trustees of Hillel for Palm Beach/Broward Counties.  A Viet-Nam era Veteran of the U.S. Coast Guard, Barry also has a Commercial pilot's license.

            100 SE 2nd Street
            Suite 2400
            Miami, FL 33131
          • Avi Photo

            Avrum Gutis

            Team Administrator

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            • CA
            • CO
            • FL
            • GA
            • IL
            • IN
            • LA
            • NC
            • NJ
            • NY

            Avi has been working in the financial services industry since 2005 and joined UBS in 2019.  He is highly motivated and detail-oriented, with a demonstrated track record of experience in asset management, investment account management, trade coordination, daily cash flows and rebalances, records administration, and client services. As the Team Administrator for Biscayne Wealth Management, Avi’s background is invaluable in communicating with our clients, implementing portfolio strategies, as well as coordinating with the UBS operations team. His previous industry experience includes: Kayne Andersen, NWQ and Merrill Lynch.

            Avi is a graduate of California State University at Northridge, majoring in Political Science.  He is married and has three young children. Avi holds a Series 7, 66, 9/10 securities registration as well as being licensed for life and health insurance and variable annuities.

                  100 SE 2nd Street
                  Suite 2500
                  Miami, FL 33131
                • Luz A. Gil - Profile Photo

                  Luz A. Gil

                  Client Associate

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                    Luz Gil is a Registered Branch Office Administrator with UBS Financial Services in Miami, Florida. As BOA, she works with both the Management Team and Financial Advisors. Luz develops, maintains, and executes various strategies to provide operational support to clients from both a management and administrative perspective.

                          100 SE 2nd Street
                          Suite 2500
                          Miami, FL 33131
                        • Sally Schwartz

                          Sally Schwartz

                          Client Associate

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                            Sally Schwartz is a Client Service Associate with UBS Financial Services in Miami, FL, functioning as the Marketing Coordinator for Biscayne Wealth Management. In this capacity, she provides our clients with up to date information on present world and financial conditions, as well as adding the personal touch of holiday and birthday greetings. Sally helps our clients stay connected with their UBS Financial Advisors in an ongoing program to enhance the Client experience.

                                  100 SE 2nd Street
                                  Suite 2500
                                  Miami, FL 33131

                                Defining your priorities. Pursuing what matters.

                                Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                                Advice For Entrepreneurs

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                                Advice for Families and Individuals

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                                Advice for Non-Profit Organizations

                                Legacy—Wealth for others

                                For needs that go beyond your own—to help you improve the lives of others

                                What will your legacy be?
                                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                Learn more at ubs.com/wealthway.

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                                A global leader in wealth management

                                $2.8 trillion

                                In invested assets globally 
                                As of 06/30/2022

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                                Our global footprint

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                                UBS is a world-leading wealth manager