A plan for today, tomorrow and generations to come

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.

Two women laptop

Donna Miller, CFP

Vice President–Wealth Management

Financial Advisor

Registered States:
  • CA
  • DE
  • FL
  • IL
  • KY
  • MA
  • MO
  • NC
  • NJ
  • NY
  • OK
  • PA
  • UT
  • VA
  • WA
  • WI
  • WV
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401
  • (561) 659-9501

Email Me

Your 401(k)'s lifetime income illustration

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

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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