$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Richard Suss is an Executive Director and Institutional Consultant of UBS Wealth Management. With over 30 years of wealth management and banking experience, Richard brings experience and understanding to the private and institutional clients we serve.
Richard and his team, Biscayne Wealth Management, have been together since 2010. Their advisory and institutional consulting 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 Institutional 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.
Richard is an Executive Director at UBS and has served in various leadership roles for the firm. During his tenure, he has achieved national recognition multiple times as a member of UBS Leadership Council and twice has been named UBS Branch Manager of the Year (2013, 2015).
In his community, Richard served 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
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.
Ron joined UBS as a Financial Advisor in 2021 after a more than three decade-long distinguished career in financial services. At UBS, he is a trusted Private Wealth Advisor to high-net-worth executives, entrepreneurs, and their families, where he specializes in creating bespoke solutions that satisfy his clients' unique and complex investment and financial planning needs.
Prior to joining UBS, Ron held a variety of senior executive roles across several prestigious financial institutions, including having served for nearly a decade as Managing Director and Head of Technology Investment Banking at J.P. Morgan. He earned a BSE from the Wharton School at the University of Pennsylvania and an MBA from theUCLA Graduate School of Management, where he was a Venture Fellow.
Ron is on the Advisory Board of Athletes for Israel. AFI’s mission is to combat antisemitism and racism by bringing collegiate and professional athletes to Israel to promote peace and understanding through participatory programs. He is also an active member of Miami Angels, an angel network dedicated to investing in early-stage tech companies based in Florida.
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.
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.
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.
Richard Suss is an Executive Director and Institutional Consultant of UBS Wealth Management. With over 30 years of wealth management and banking experience, Richard brings experience and understanding to the private and institutional clients we serve.
Richard and his team, Biscayne Wealth Management, have been together since 2010. Their advisory and institutional consulting 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 Institutional 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.
Richard is an Executive Director at UBS and has served in various leadership roles for the firm. During his tenure, he has achieved national recognition multiple times as a member of UBS Leadership Council and twice has been named UBS Branch Manager of the Year (2013, 2015).
In his community, Richard served 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
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.
Ron joined UBS as a Financial Advisor in 2021 after a more than three decade-long distinguished career in financial services. At UBS, he is a trusted Private Wealth Advisor to high-net-worth executives, entrepreneurs, and their families, where he specializes in creating bespoke solutions that satisfy his clients' unique and complex investment and financial planning needs.
Prior to joining UBS, Ron held a variety of senior executive roles across several prestigious financial institutions, including having served for nearly a decade as Managing Director and Head of Technology Investment Banking at J.P. Morgan. He earned a BSE from the Wharton School at the University of Pennsylvania and an MBA from theUCLA Graduate School of Management, where he was a Venture Fellow.
Ron is on the Advisory Board of Athletes for Israel. AFI’s mission is to combat antisemitism and racism by bringing collegiate and professional athletes to Israel to promote peace and understanding through participatory programs. He is also an active member of Miami Angels, an angel network dedicated to investing in early-stage tech companies based in Florida.
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.
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.
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.
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
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
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.
Our focus on pre- and post-sale planning
Given the many factors that can affect the smooth and successful sale or acquisition of a business, we encourage clients to work with us well ahead of the event. We have extensive experience working with owners, potential buyers and their families from the initial stages of assessing ownership to evaluating timing and obtaining financing.
We'll provide you additional expertise and insight from a number of our professional connections. These include key specialists in private equity and M&A advisory services, investment banking, risk and liabilities management and estate planning. To us, our early involvement in the process enables us to deliver all of the resources that can help you achieve your business, wealth preservation and legacy goals.
Multigenerational wealth management for your life
Because we are wealth managers first and foremost, we view your family interests and business interests as the components of a complete and integrated strategy.
Our goal is to help you protect and preserve your wealth; this may be from the proceeds generated by your business interests or from lifetime liquidity events. We apply a comprehensive business plan and collaborate with other experts to achieve your family and business goals. A key focus for many of our clients includes a thoughtful asset protection strategy and financial plan to help ensure those assets are preserved in a tax efficient manner and transferred to future generations according to our clients' wishes.
Understanding the not-for-profit world
For more than 30 years, we have guided entrepreneurs, successful individuals, families, corporations and not-for-profit organizations in making the best financial decisions in every type of market environment. Our clients have benefitted from both our strategic understanding of complex wealth as well as the deep problem-solving expertise we bring to business owners, families, foundations, associations and endowments.
As active board members and philanthropists ourselves, our team truly understands what not-for-profit organizations need to succeed today. As a UBS Endowment and Foundation Consultant, our experience and training provide an ongoing source of insight and collaboration. This coupled with the vast philanthropic resources of UBS are a powerful combination of resources for your not–for-profit endeavors.
As a team, it’s our relationships that bring us the greatest satisfaction. Integrity drives us. Our passion for providing advice that changes people’s lives for the better and empowers institutions to achieve their mission makes every day meaningful. Whether you are the head of your governing board or the family you cherish, we’re committed to helping you confidently pursue your most important goals. We have one priority—earning your trust.
Our commitment to fiduciary responsibility
Fiduciary liability is a top concern for many of our clients. That’s why accountability and transparency are critical components of our fiduciary role.
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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