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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.

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    Susan "Sue" Bordash

    Senior Vice President–Wealth Management

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    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • MA
    • MD
    • NH
    • NJ
    • NY
    • OH
    • OR
    • TN
    Sue began her career in the financial services industry with Morgan Stanley's Private Wealth Management Group in 1979 after obtaining a degree in management from the State University of New York, Binghamton. She joined UBS in 2002 and completed her Private Wealth accreditation in 2005.  For over 37 years, she has helped individuals and their families with significant means manage the accumulation, preservation and transfer of wealth. She acts in an advisory capacity in providing advice on wealth planning, trust and estate planning strategies and liability management. She has extensive experience in evaluating and developing customized investment strategies tailored to her clients' individual needs. 
    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • State University of New York, Binghamton, Management
      600 Washington Boulevard
      Stamford, CT 06901
      susan.bordash@ubs.com
      Susan "Sue" Bordash
      600 Washington Boulevard,Stamford,CT,06901
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      Edward "Michael" Brennan

      Senior Wealth Strategy Associate

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      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • IL
      • MA
      • MD
      • MI
      • MN
      • NC
      • NH
      • NJ
      • NY
      • OH
      • OR
      • PA
      • TX
      • VA

            Home Worker FL
            Home Worker FL, FL 000
            michael.brennan@ubs.com
            Edward "Michael" Brennan
            Home Worker FL,Home Worker FL,FL,000

          Wealth, from your point of view

          Change your community. Change the world.

          Change your community. Change the world.

          Executive decisions

          Executive decisions

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $5.8+ trn

          UBS Group invested assets
          As of 03/31/2024

          51 countries

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          UBS is a leading and truly global wealth manager

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