Your life. Your wealth. Your future.

Pursue what matters most

Boca Raton Wealth Management Group

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.

In a challenging era of complexity and innovation, we use a personal approach to pursuing financial freedom through comprehensive wealth management. We strive to stay close to our clients and deliver expert knowledge, acclaimed resources, and highly professional services, with simple, straight forward solutions all suited to their constantly changing needs. With the Boca Raton Wealth Management Group, you enjoy a deeply experienced team of true investment professionals to serve as your wealth management compass, to provide holistic financial planning, a powerful network of products and services, as well as the #1 global research as rated by Institutional Investors. We ensure you have a disciplined plan in place to meet your financial goals. Our approach to wealth management is based on Liquidity, Longevity, and Legacy, which can help you plan for your long term goals, while helping reduce the risk of rash decisions being made in choppy, more uncertain markets.

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Pursuing your goals together

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.

  • Robins Harry

    Harry Robins

    Senior Vice President–Wealth Management

    Financial Advisor

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    Harry Robins is a Senior Vice President with UBS Financial Services Inc. He provides a disciplined personalized investment process to align with his client's investment needs and goals. With the intellectual capital of the world's largest wealth manager, Harry provides solutions that help his clients pursue their unique objectives based on a personalized, goal based strategy.

    Harry earned his B.S. in Marketing from Pennsylvania State University and has been at UBS for nearly 20 years. Raised in western Pennsylvania, Harry relocated to Florida in 1999 and lives with his wife in Boca Raton, Florida. In his free time, Harry enjoys spending time with his grandchildren and travelling.

          1800 North Military Trail
          Suite 300
          Boca Raton, FL 33431
        • Lee Gleeman Profile Photo

          Lee Evan Gleeman, CIMA

          Managing Director–Wealth Management

          Financial Advisor

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          • AL
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          Lee Gleeman is a Managing Director with UBS Financial Services Inc. and is a veteran in the financial services industry with over 30 years of experience. He provides comprehensive wealth management plans and implements customized investment solutions for his ultra-high net worth clients. Joining UBS in 2013, he provides solutions to complex situations by focusing on all aspects of investment strategy and asset allocation. He focuses on capital preservation, risk management, business succession and financial & estate planning. This allows Lee to develop long-term relationships with each of his clients and their families.

          Lee earned both a B.S.B.A in Finance and an MBA in Finance & Energy Management from Denver University. In 2000 Lee received the Certified Investment Management Analyst (CIMA®) designation from the Investment & Wealth Institute through coursework at the Wharton School of Business, University of Pennsylvania.

          Raised in Bayside Queens, New York, Lee relocated to Boca Raton, Florida, in 2002 with his wife Julie and their now three grown children – Jeffrey, Erica, and Dylan. In his free time, Lee enjoys a full fitness regime with an emphasis on cardio and strength training.

          • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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.

              1800 North Military Trail
              Suite 300
              Boca Raton, FL 33431
            • Mark Smith

              Mark Smith

              Senior Vice President–Wealth Management

              Financial Advisor

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              • AR
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              Mark Smith is a Senior Vice President - Wealth Management and Senior Portfolio Manager with UBS Financial Services Inc. 

              Mark gained broad-based experience through his over 20 year extended tenure at UBS. Mark leverages his team and various UBS services to help understand his clients’ goals and objectives, develop investment strategies and services tailored specifically to each client's needs, and navigate the financial landscape to help them pursue their financial goals. He works closely with his high-net-worth clients to provide realistic expectations and a thorough understanding of the risks and rewards inherent in their investments.

              His practice consists of accounts from affluent individuals, as well as from successful business people and their respective businesses. Drawing on his experience and knowledge, he emphasizes holistic financial planning, asset allocation and total portfolio management with a focus on retirement income planning. He also helps with liability planning, education funding, long term care, and structures for charitable giving and estate planning.

              A graduate of Northeastern University, Mark received a B.S. in Business Administration – Finance. Prior to entering the financial industry, he was a principal owner and Vice President of Operations of the Earring Tree, at the time the nation's largest privately owned full line fashion jewelry company.

              Mark is licensed as a Senior Portfolio Manager and holds the Series 7, 65 and 66 securities licenses, as well as life, health and variable annuity licenses.

              He and his wife Reney have been happily married for over 40 years and reside in Boca Raton, FL. They have two married children and four beautiful grandchildren. Together they enjoy tennis, baseball, and travel.

              • Forbes Best-in-State Wealth Advisors, 2022, 2023The 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.

                  1800 North Military Trail
                  Suite 300
                  Boca Raton, FL 33431
                • Tiffany Reid

                  Tiffany Reid

                  Client Associate

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                  • AZ
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                  Tiffany earned her bachelor's degree in Accounting from Florida Atlantic University in Boca Raton. She began her career in the financial services industry as a branch operations supervisor in 2003, and joined UBS Financial Services in 2014.

                  Tiffany brings a strong background with experience in operations, customer support, management, banking, accounting and auditing and has vast experience in delivering attentive and effective client service. She supports the team in many aspects, including account service integration and onboarding for our clients. She is a guide for our new clients during the account opening process, and interacts with our existing clients to satisfy their service and operational requests. Tiffany is also the team's notary and holds FINRA Series 7, Series 66 and SIE securities registrations, as well as Life, Health, Variable Annuities and All Lines Adjuster insurance licenses.

                  In her spare time, Tiffany enjoys bike riding in the beautiful everglades parks of south Florida. She resides in Boynton Beach with her husband, Jonathan, son, Isaiah and their German shepherd dog, Odin.

                        1800 North Military Trail
                        Suite 300
                        Boca Raton, FL 33431
                      • Lisa McCoy Profile Photo

                        Lisa McCoy

                        Wealth Management Associate

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                        • AL
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                        Lisa McCoy is a Wealth Management Associate at UBS and joined the Gleeman Group in 2010. She has over 20 years of experience in the industry and handles the wealth planning, operational and compliance aspects of the Gleeman Group. Her knowledge of the financial markets, analysis and reporting of financial data, insurance, pension plans, estate plans, and cash flow management is critical to the team. She also helps to build tailored wealth management plans and strategies. Lisa received her BS from Florida Atlantic University, is Series 7, 63 and 66 registered, and is Life, Health and Variable Annuity insurance licensed. Lisa currently resides in Lighthouse Point, Florida with her husband Kevin and their two children, Emily and Michael.

                              1800 North Military Trail
                              Suite 300
                              Boca Raton, FL 33431

                            The proof is in our numbers

                            Over 110

                            Collective years of experience

                            5 person

                            seasoned team


                            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.

                            Tree

                            UBS and Credit Suisse—stronger than ever

                            Our Philosophy

                            Our Philosophy

                            The rising generation in a new world

                            The rising generation in a new world

                            Managing wealth is our craft

                            We’re committed to understanding what wealth means for you.

                            At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                            Backed by the strength of UBS

                            A global leader in wealth management

                            $5+ trillion

                            In invested assets globally 
                            As of 11/07/2023

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a world-leading wealth manager

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