Corporate and executive advisory services

Meeting with presenter

Why do corporate clients choose The Braff Group?
When it comes to providing the best solution to administering an equity compensation plan, it’s more important than ever to have the right team by your side. 

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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.

Learn more about our Private Wealth Team

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Experience makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

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    Douglas Braff

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron's Top 1,000 Financial Advisors, 2010, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
    • Forbes America's Top Wealth Advisors, 2018The 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 Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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 Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • Vanderbilt University, B.A. Economics and Business Administration
    • Private Wealth Advisor
    • Corporate Stock Benefit Consultant
    525 Okeechobee Blvd.
    Suite 1500
    West Palm Beach, FL 33401
  • Douglas Coughlin Profile Photo

    Douglas Coughlin, CFP

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    Doug has been with the firm his entire career, where he attained the Private Wealth Advisor designation. He holds the Certified Financial Planner™ (CFP®) certification.

    Doug is also an Investment Management Consultant with a focus on retirement planning, allocation strategies, cash flow analysis and executing estate planning strategies for individuals as well as corporations. His corporate clients have included well known industry leaders.

    Doug is a supporter of No Greater Sacrifice and a mentor to military veterans transitioning from active duty to Wall Street through a program sponsored by American Corporate Partners. In his spare time, Doug volunteers as the Director of Basketball Operations for the Academy of Our Lady in Glen Rock, NJ. He also sits on the board of the Academy of Our Lady Fathers Guild and is a board member for the Archdiocese of Newark Pension. He resides in Glen Rock, NJ with his wife, Maureen, and their four children.

    Doug graduated from Villanova University in 1991 with a BA in Economics and a minor in English.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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 Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • Villanova University, B.A. Economics, Minor in English
    • Private Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • Corporate Stock Benefit Consultant
    • Retirement Plan Consultant
    1285 Avenue Of The Americas
    New York, NY 10019
  • Kelly Ganz Profile Photo

    Kelly Ganz, CFP, CIMA

    Vice President–Wealth Management

    Private Wealth Advisor

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    • KS
    • KY
    • LA
    • MA
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    • ME
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    • MN
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    • MS
    • MT
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    • NY
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    • OR
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    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY
    • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • Fordham University, M.B.A.
    • Villanova University, B.A. Communications, Minor in Business Administration
    • Private Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Corporate Stock Benefit Consultant
    1285 Avenue Of The Americas
    New York, NY 10019
  • Patrick DiSimone Profile Photo

    Patrick R. DiSimone, CFP

    Account Vice President

    Financial Advisor

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    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • Rutgers University, B.A. Economics, Minor in Philosophy
    • CERTIFIED FINANCIAL PLANNER™
    • Corporate Stock Benefit Consultant
    1285 Avenue Of The Americas
    New York, NY 10019

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Workplace Wealth

Workplace Wealth

Accessing resources. Delivering solutions.

Accessing resources. Delivering solutions.

Retirement plan sponsors

Retirement plan sponsors

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

51 countries

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UBS is a world-leading wealth manager

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