Deeply rooted in your financial goals

Three business people at a desk

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.

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    Margaret Carey

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KS
    • MA
    • MD
    • ME
    • MS
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VT
    • WA
    • WY

          1285 Avenue Of The Americas
          New York, NY 10019
          margaret.carey@ubs.com
          Margaret Carey
          1285 Avenue Of The Americas,New York,NY,10019
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          James Carey

          Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • KS
          • MA
          • MD
          • ME
          • MS
          • NC
          • NJ
          • NM
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TX
          • UT
          • VT
          • WY

                525 Okeechobee Blvd.
                Suite 1500
                West Palm Beach, FL 33401
                james.carey@ubs.com
                James Carey
                525 Okeechobee Blvd.,West Palm Beach,FL,33401
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                Jacqueline Carey

                Vice President–Wealth Management

                Financial Advisor

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                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • IL
                • KS
                • MA
                • MD
                • ME
                • MS
                • NC
                • NJ
                • NM
                • NY
                • OH
                • OR
                • PA
                • RI
                • SC
                • TX
                • UT
                • VT
                • WA
                • WY

                      100 SE 2nd Street
                      Suite 2500
                      Miami, FL 33131
                      jacqueline.carey@ubs.com
                      Jacqueline Carey
                      100 SE 2nd Street,Miami,FL,33131

                    By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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                    Defining your priorities. Pursuing what matters.

                    Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                    Building multicultural wealth, together

                    Building multicultural wealth, together

                    Clients sitting with advisor

                    Empower your investments

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                    Maximize your potential wealth

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                    Texas flood relief

                    Support and resources

                    Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                    Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                    The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

                    Insights

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    Global leader

                    UBS is a leading and truly global wealth manager

                    $6 trn

                    UBS Group invested assets
                    As of 12/31/2024

                    51 countries

                    Our global footprint

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