75
Collective years of experience
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.
75
Collective years of experience
3 person
seasoned team
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Managing Director–Wealth Management
Senior Portfolio Manager
Financial Advisor
Account Vice President-Wealth Management
Registered Client Associate
Managing Director–Wealth Management
Senior Portfolio Manager
Financial Advisor
Account Vice President-Wealth Management
Registered Client Associate
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.
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.
An overview of philanthropic strategies and their impact to help you evaluate different options.
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.
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
