Built by experience. Evolving with innovation.

Private Wealth Management

Coastal partners full image

At Coastal Partners, we have decades of experience delivering customized investment and risk management advice. Our Private Wealth Practice offers an invaluable combination of market insight, planning acumen and uncompromising service. With access to deep global resources and solutions across all of UBS, we are passionate about helping our clients—sophisticated families, entrepreneurs and private foundations—grow and preserve the success they’ve achieved.

Today, our team is evolving. Though our advice continues to be grounded in a strong commitment to the fundamentals of prudent portfolio management, we’ve never been better positioned to embrace innovation and the opportunities that enable us to serve you better. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will not only provide you with the financial stewardship your wealth deserves, but also with the freedom to focus on your life and those who matter most.

  • Scott Parker Profile Photo

    W. Scott Parker

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • ID
    • IL
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NY
    • OR
    • PA
    • RI
    • WI

    Leveraging experience and character.
    A co-founder of Coastal Partners, Scott began his wealth management career more than 25 years ago and has worked with the other founding members since 2009. Within this sophisticated Private Wealth practice, Scott develops and implements customized investment strategies for successful individuals, families and institutions. Scott leverages his cross-industry experience in industrial sales, consumer sales, marketing and financial services to meet the needs of his clients. Always focused on the difference wealth management makes in the lives of his clients, Scott brings a high level of energy and enthusiasm to building relationships—and to keeping them. He follows three simple rules: Provide clear and honest advice. Never underestimate good character. Clients always come first.

    “Our Private Wealth practice is evolving to address investors’ most complex needs, yet we continue to stay grounded in the fundamentals—prudent portfolio management, comprehensive planning and exceptional service.”

    Experience

    • Private Wealth Advisor, Merrill Lynch Private Banking and Investment Group
    • Private Wealth Advisor, Sanford C. Bernstein
    • Vice President and General Manager at American Appraisal Associates
    • Senior sales management positions in Fortune 500 companies including Owens-Illinois and Anheuser Busch, Inc.

    Credentials

    • M.B.A., marketing, Sacred Heart University
    • B.S., University of Notre Dame

    Life

    • Scott chairs the steering committee of the Alexis De Tocqueville Society at the United Way of Broward County
    • He and his wife were honored by the United Way of Broward County as the 2017 Tocqueville Society Award recipients
    • He is also a supporter of the Broward Center for the Performing Arts, Broward Health Foundation, and Jack and Jill Children’s Center
    • Scott and his wife, Patti, live in Fort Lauderdale and are the parents of two adult children
          401 East Las Olas Boulevard
          Suite 2300
          Fort Lauderdale, FL 33301
        • Chris Pendrak Profile Photo

          Chris Pendrak, CFA

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • ID
          • IL
          • MA
          • MI
          • MN
          • MO
          • NC
          • NJ
          • NY
          • OR
          • PA
          • RI
          • WI

          Doing well by doing good.
          A co-founder of Coastal Partners, Chris began his wealth management career in 2003 and has worked with the other founding members since 2009. Prior to joining UBS Private Wealth Management, Chris was a senior portfolio manager with the Private Banking and Investment Group at Merrill Lynch.

          Chris interacts closely with the firm’s Institutional Consulting Group and the UBS Open Architecture Trust platform to provide fiduciary solutions for institutions and individuals. Passionate about giving back to the community, he leverages his connections within UBS and outside the firm to help guide clients in their philanthropic endeavors through private foundations, donor-advised funds and direct giving.

          “I’m working alongside teammates who demonstrate integrity in all we do for our clients. We complement each other’s strengths—and work well together and independently. I respect my team, and know I have earned their respect as well.”

          Experience

          • Senior Portfolio Manager, Merrill Lynch Private Banking and Investment Group

          Credentials

          • Forbes Top Next Generation Wealth Advisor 2018
          • Chartered Financial Analyst® (CFA®)
          • Certified Investment Management Analyst® (CIMA®)
          • Chartered Alternative Investment AnalystSM (CAIA®)
          • Chartered Advisor in Philanthropy® (CAP®)
          • M.S., economics, Florida Atlantic University
          • B.S., finance, University of Central Florida
          • B.S., economics, University of Central Florida

          Life

          • Chris is a member of the Ghost Light Society at Broward Center for the Performing Arts, and a Leonardo da Vinci Society member at the Museum of Discovery and Science
          • He is also a supporter of the Jack and Jill Children’s Center, Young at Art Museum and HOPE South Florida
          • Chris, his wife, Abigail, and their four children live in Plantation
          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019
              401 East Las Olas Boulevard
              Suite 2300
              Fort Lauderdale, FL 33301
            • Sean Riley

              Sean Riley

              Senior Vice President–Wealth Management

              Financial Advisor

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              • CA
              • CO
              • CT
              • DC
              • FL
              • GA
              • ID
              • IL
              • MA
              • MI
              • MN
              • MO
              • NC
              • NJ
              • NY
              • PA
              • RI
              • WI

              Helping you maximize your legacy.
              A co-founder of Coastal Partners, Sean began his wealth management career in 2008 and has worked with the team since 2009. Prior to joining UBS Private Wealth Management, Sean was a portfolio manager with the Private Banking and Investment Group at Merrill Lynch.

              Sean leads the team’s financial planning efforts, working closely with entrepreneurs and their families to create personalized wealth strategies for pursuing their goals. Leveraging his experience, specialized education and the extensive resources of UBS, Sean advises clients on a number of planning issues, including cash flow management, pre-liquidity planning and asset allocation decisions. He believes in taking a collaborative approach with his clients’ other trusted advisors, ensuring each plan is properly implemented.

              “I believe planning is key to helping you make confident decisions about your life, your wealth and your family’s future.”

              Experience

              • Portfolio Manager, Merrill Lynch Private Banking and Investment Group

              Credentials

              • Certified Private Wealth Advisor® (CPWA®)
              • Certified Financial Planner® (CFP®)
              • M.S., finance, University of Florida
              • B.S., finance, University of Florida

              Life

              • Sean is active with the United Way of Broward County’s Alexis De Tocqueville Society and Leaders United
              • He is co-chair of the 17th Annual Joint Tax and Estate Planning Seminar
              • He is also a supporter of Jack and Jill Children’s Center, Joe DiMaggio Children’s Hospital and the Museum of Discovery and Science
              • Sean and his wife, Samantha, and their two sons live in Fort Lauderdale
              • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022
                  401 East Las Olas Boulevard
                  Suite 2300
                  Fort Lauderdale, FL 33301
                • Scott Parker Jr. Profile Photo

                  W. Scott Parker Jr.

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                  • CA
                  • CO
                  • CT
                  • FL
                  • GA
                  • ID
                  • IL
                  • MA
                  • MI
                  • MN
                  • MO
                  • NC
                  • NJ
                  • NY
                  • PA
                  • RI
                  • WI

                  Helping you move forward with confidence.
                  A co-founder of Coastal Partners, Scott began his wealth management career in 2009. Prior to joining UBS Private Wealth Management, Scott was a Financial Advisor with the Private Banking and Investment Group at Merrill Lynch and spent eight years working in executive search.

                  Scott’s primary focus within the practice is business development and pre-liquidity planning. He works closely with partners across the firm to address the needs of closely held businesses, including business financing, tailored lending, concentrated equity positions and investment banking services through the firm’s boutique network of middle-market investment banks. He has assisted business owners in monetizing their companies by way of private equity purchase, strategic acquisition and Initial Public Offering (IPO).

                  “Our team has multiple levels of experience, credentials and skill sets. Together, we are well positioned to provide solutions and advice for the full range of your wealth management needs.”

                  Experience

                  • Financial Advisor, Merrill Lynch Private Banking and Investment Group

                  Credentials

                  • M.B.A., Nova Southeastern University
                  • B.S., The Florida State University

                  Life

                  • Scott is a member of the Executive Leadership Team of the Ambassadors Board of Nova Southeastern University
                  • He is actively involved with Leaders United of the United Way of Broward County
                  • He and his wife, Sarah, and their three sons live in Fort Lauderdale
                        401 East Las Olas Boulevard
                        Suite 2300
                        Fort Lauderdale, FL 33301
                      • Crystal Burls Profile Photo

                        Crystal Burls

                        Senior Client Associate

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                        • AZ
                        • CA
                        • CO
                        • CT
                        • DE
                        • FL
                        • GA
                        • IL
                        • MA
                        • MI
                        • MN
                        • MO
                        • NC
                        • NJ
                        • NY
                        • PA
                        • RI
                        • SC
                        • WI

                        Crystal has worked with the members of Coastal Partners since 2003 and has over 25 years of experience in the financial services industry. Crystal is responsible for account maintenance, relationship building and providing clients with a high level of service. She earned an associate's degree in business from Nebraska College. Crystal lives in Plantation. 

                              401 East Las Olas Boulevard
                              Suite 2300
                              Fort Lauderdale, FL 33301
                            • Katiria Rodriguez Profile Photo

                              Katiria Rodriguez

                              Senior Client Associate

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                              • AZ
                              • CA
                              • CO
                              • CT
                              • DE
                              • FL
                              • GA
                              • ID
                              • IL
                              • MA
                              • MI
                              • MN
                              • MO
                              • NC
                              • NJ
                              • NY
                              • PA
                              • RI
                              • SC
                              • WI

                              Kathy has worked with the members of Coastal Partners since 2007 and has over 15 years of experience in the financial services industry.  Kathy is responsible for account maintenance, relationship building and providing clients with a high level of service.  She earned an associate's degree from Berkeley College and graduated from Touro College with a bachelor's degree in business administration.  Kathy, her husband, and their three children live in Fort Lauderdale.

                                    401 East Las Olas Boulevard
                                    Suite 2300
                                    Fort Lauderdale, FL 33301
                                  Monetizing your business

                                  Monetizing your business

                                  Investing viewed through a planning lens

                                  Investing viewed through a planning lens

                                  Guiding endowments to their goals

                                  Guiding endowments to their goals

                                  Backed by the strength of UBS

                                  A global leader in wealth management

                                  $2.8 trillion

                                  In invested assets globally 
                                  As of 06/30/2022

                                  51 countries

                                  Our global footprint

                                  Global leader

                                  UBS is a world-leading wealth manager

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