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
    • MI
    • MS
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VT
    • WA
    • WY

          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
          • MI
          • MS
          • NC
          • NJ
          • NM
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TX
          • UT
          • VT
          • WA
          • WY

                100 SE 2nd Street
                Suite 2500
                Miami, FL 33131
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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
                • MI
                • MS
                • NC
                • NJ
                • NM
                • NY
                • OH
                • OR
                • PA
                • RI
                • SC
                • TX
                • UT
                • VT
                • WA
                • WY

                      100 SE 2nd Street
                      Suite 2500
                      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.

                    Globe

                    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.

                    Our Philosophy

                    Our Philosophy

                    A team approach

                    A team approach

                    Estate planning strategies

                    Estate planning strategies

                    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.

                    Insights

                    Backed by the strength of UBS

                    A global leader in wealth management

                    Global leader

                    UBS is a world-leading wealth manager

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint