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Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Peter Zubizarreta, CIMA®, CPWA®

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
Peter Zubizarreta has more than 35 years of wealth management experience. Zubizarreta earned a B.S. degree in management from Nova Southeastern University, and subsequently the distinction of being a University of Pennsylvania Wharton School of Business Certified Investment Analyst and a University of Chicago Booth School of Business Certified Private Wealth Advisor. Before joining UBS, Zubizarreta held positions with Prudential Securities, Chase Investment Services and Citigroup Global Markets. Fluent in Spanish, he serves the wealth management needs of small business owners, entrepreneurs, doctors, attorneys, retirees throughout the United States and Latin America. Zubizarreta volunteers as a board member of the University of Miami Amigos of the Cuban Heritage Collection, St. Thomas Episcopal Parish School, and Nova Southeastern University Honors College. He and his wife, Aymee, have four children.
- Nova Southeastern University, B.S. in Management
- University of Pennsylvania Wharton School of Business, Certified Investment Analyst
- University of Chicago Booth School of Business, Certified Private Wealth Advisor
- Certified Private Wealth Advisor
- Certified Investment Management Analyst®
- International Private Wealth Advisor
100 SE 2nd Street
Suite 2500
Miami, FL 33131
Randall Bodner

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
Randall Bodner has more than 32 years of wealth management experience. Bodner earned a B.S./B.A degree in finance from the University of Florida. Prior his tenure at UBS, Bodner worked with Wells Fargo Advisors, JPMorgan Chase, and Morgan Stanley. His clientele includes business owners, entrepreneurs, doctors, attorneys, high level executives, and retirees. Bodner is active with the South Florida Advisory Council of the University of Florida, the Perez Art Museum Miami, the Miami Dade Gay and Lesbian Chamber of Commerce, and participates in many other South Florida non-profit organizations. During his free time, Bodner enjoys travel with family and friends, exercise, and fine dining.
- University of Florida, B.S. in Finance
100 SE 2nd Street
Suite 2500
Miami, FL 33131
Clark Bacon

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Clark specializes in delivering comprehensive wealth management strategies to high net worth families and individuals. He also advises and provides access to capital markets for institutional entities such as family offices, hedge funds and private equity firms. Clark previously worked in the Specialized Equity Transactions Group (SETG) at UBS, advising institutional clients on the sale of restricted equity positions. A native of Washington D.C., Clark graduated with a B.B.A from the Cox School of Business at Southern Methodist University in Dallas, Texas and is a member of the school's Alumni Board. Clark has worked with several non-profit organizations and currently serves on the Cedars-Sinai Medical Center Board of Governors.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Southern Methodist University Cox School of Business, Bachelors of Business Administration
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
Ruben Torres

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Ruben provides customized wealth management strategies to a select group of ultra-high net worth families, entrepreneurs and corporate executives. Ruben specializes in planning around liquidity events, complex financial modeling for multi-generational estates and investment manager evaluation. He is a former professional tennis player who competed in the ATP Tour and was a member of the Colombian Davis Cup Team. Ruben was a four-year Marks Scholar at the University of Southern California and graduated with a degree in Business Administration. During his time at USC, he was captain of the USC tennis team - capturing the NCAA title in 2002. Ruben is also the founder of "Tennis for Colombia", a nonprofit foundation that helps underprivileged Colombian children learn tennis and attend high school and college. A native of Colombia, Ruben is fluent in English, Spanish, French and Italian.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 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.
- University of Southern California, Bachelors of Business Administration
100 SE 2nd Street
Suite 2500
Miami, FL 33131
John Beggs, CFP®

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- FL
- MA
- MD
- ME
- NJ
- NM
- NY
- PA
- TN
- TX
- VA
- VI
John Beggs joined Bridgelane Wealth Management in 2015. Beggs earned a B.A. in economics and business from Virginia Military Institute and a M.B.A. degree from the University of Maryland's R.H. Smith School of Business. Beggs joined UBS in 2007 from JPMorgan Chase where he was a solution consultant in their international trade services business. Prior to that, he was engaged as a supply chain and operations consultant with IBM, formerly PriceWaterhouse Coopers, and served in the United States Air Force achieving the final rank of Captain. He and his wife, Maria, have two children.
- Virginia Military Institute, B.A. in Economics
- University of Maryland R.H. School of Business, Masters of Business Administration
- CERTIFIED FINANCIAL PLANNER™
100 SE 2nd Street
Suite 2400
Miami, FL 33131
Geneva Goedhart

Team Administrator
View bio
- CA
- FL
- NY
Geneva Goedhart joined Bridgelane Wealth Management in 2008. She has over 25 years of experience in the financial services industry. She earned a B.A. degree from Trinity International University and a M.B.A. degree from Nova Southeastern University. Geneva is responsible for account maintenance, relationship building and providing clients with a high level of service. She currently holds her series 7, 66, and 31 licenses.
- Trinity International University, B.A.
- Nova Southeastern University, Masters of Business Administration
100 SE 2nd Street
Suite 2500
Miami, FL 33131

Peter Zubizarreta, CIMA®, CPWA®

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
Peter Zubizarreta has more than 35 years of wealth management experience. Zubizarreta earned a B.S. degree in management from Nova Southeastern University, and subsequently the distinction of being a University of Pennsylvania Wharton School of Business Certified Investment Analyst and a University of Chicago Booth School of Business Certified Private Wealth Advisor. Before joining UBS, Zubizarreta held positions with Prudential Securities, Chase Investment Services and Citigroup Global Markets. Fluent in Spanish, he serves the wealth management needs of small business owners, entrepreneurs, doctors, attorneys, retirees throughout the United States and Latin America. Zubizarreta volunteers as a board member of the University of Miami Amigos of the Cuban Heritage Collection, St. Thomas Episcopal Parish School, and Nova Southeastern University Honors College. He and his wife, Aymee, have four children.
- Nova Southeastern University, B.S. in Management
- University of Pennsylvania Wharton School of Business, Certified Investment Analyst
- University of Chicago Booth School of Business, Certified Private Wealth Advisor
- Certified Private Wealth Advisor
- Certified Investment Management Analyst®
- International Private Wealth Advisor
100 SE 2nd Street
Suite 2500
Miami, FL 33131
Randall Bodner

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
Randall Bodner has more than 32 years of wealth management experience. Bodner earned a B.S./B.A degree in finance from the University of Florida. Prior his tenure at UBS, Bodner worked with Wells Fargo Advisors, JPMorgan Chase, and Morgan Stanley. His clientele includes business owners, entrepreneurs, doctors, attorneys, high level executives, and retirees. Bodner is active with the South Florida Advisory Council of the University of Florida, the Perez Art Museum Miami, the Miami Dade Gay and Lesbian Chamber of Commerce, and participates in many other South Florida non-profit organizations. During his free time, Bodner enjoys travel with family and friends, exercise, and fine dining.
- University of Florida, B.S. in Finance
100 SE 2nd Street
Suite 2500
Miami, FL 33131
Clark Bacon

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Clark specializes in delivering comprehensive wealth management strategies to high net worth families and individuals. He also advises and provides access to capital markets for institutional entities such as family offices, hedge funds and private equity firms. Clark previously worked in the Specialized Equity Transactions Group (SETG) at UBS, advising institutional clients on the sale of restricted equity positions. A native of Washington D.C., Clark graduated with a B.B.A from the Cox School of Business at Southern Methodist University in Dallas, Texas and is a member of the school's Alumni Board. Clark has worked with several non-profit organizations and currently serves on the Cedars-Sinai Medical Center Board of Governors.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Southern Methodist University Cox School of Business, Bachelors of Business Administration
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
Ruben Torres

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Ruben provides customized wealth management strategies to a select group of ultra-high net worth families, entrepreneurs and corporate executives. Ruben specializes in planning around liquidity events, complex financial modeling for multi-generational estates and investment manager evaluation. He is a former professional tennis player who competed in the ATP Tour and was a member of the Colombian Davis Cup Team. Ruben was a four-year Marks Scholar at the University of Southern California and graduated with a degree in Business Administration. During his time at USC, he was captain of the USC tennis team - capturing the NCAA title in 2002. Ruben is also the founder of "Tennis for Colombia", a nonprofit foundation that helps underprivileged Colombian children learn tennis and attend high school and college. A native of Colombia, Ruben is fluent in English, Spanish, French and Italian.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 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.
- University of Southern California, Bachelors of Business Administration
100 SE 2nd Street
Suite 2500
Miami, FL 33131
John Beggs, CFP®

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- FL
- MA
- MD
- ME
- NJ
- NM
- NY
- PA
- TN
- TX
- VA
- VI
John Beggs joined Bridgelane Wealth Management in 2015. Beggs earned a B.A. in economics and business from Virginia Military Institute and a M.B.A. degree from the University of Maryland's R.H. Smith School of Business. Beggs joined UBS in 2007 from JPMorgan Chase where he was a solution consultant in their international trade services business. Prior to that, he was engaged as a supply chain and operations consultant with IBM, formerly PriceWaterhouse Coopers, and served in the United States Air Force achieving the final rank of Captain. He and his wife, Maria, have two children.
- Virginia Military Institute, B.A. in Economics
- University of Maryland R.H. School of Business, Masters of Business Administration
- CERTIFIED FINANCIAL PLANNER™
100 SE 2nd Street
Suite 2400
Miami, FL 33131
Geneva Goedhart

Team Administrator
View bio
- CA
- FL
- NY
Geneva Goedhart joined Bridgelane Wealth Management in 2008. She has over 25 years of experience in the financial services industry. She earned a B.A. degree from Trinity International University and a M.B.A. degree from Nova Southeastern University. Geneva is responsible for account maintenance, relationship building and providing clients with a high level of service. She currently holds her series 7, 66, and 31 licenses.
- Trinity International University, B.A.
- Nova Southeastern University, Masters of Business Administration
100 SE 2nd Street
Suite 2500
Miami, FL 33131

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Learn more at ubs.com/wealthway.

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Peter Zubizarreta, CIMA®, CPWA®

Randall Bodner

Clark Bacon

Ruben Torres

John Beggs, CFP®

Geneva Goedhart