Your story. Your plan for the future.

Private Wealth Management

Navigating divorce, together

Divorce is difficult. Such an important transition is always an emotional challenge, often coupled with a complex legal process and a major financial adjustment.

We believe this transition is an opportunity to re-imagine your story. Now is the time to take control. Know where you stand and what you want for your future. And realize that you’re not alone on your journey when you work with a team that appreciates what you face and has the experience to help you chart your path forward.

No matter how hard it gets, we will stand by your side as you turn the page and write the next chapters of your story.

Empowerment Advisors-2022

Financial empowerment from the ground up

A private wealth plan tailored just for you

As Certified Divorce Financial Analysts®, we specialize in guiding women thrust into the financial driver’s seat, often for the first time. Working in lockstep with clients and their attorneys to navigate the major transitions stemming from divorce, we offer financial advocacy from the outset—partnering with you before, during and long after your settlement is finalized.

Financial empowerment from the ground up

Helping women take charge

Helping women take charge

The unique challenges of women and wealth

The unique challenges of women and wealth

Family law attorney collaborations

Family law attorney collaborations

Financial decision-making is easier when you have the benefit of a trusted source of advice. Our team is here for you with planning-based solutions to help you confidently take charge of your financial world. To us, it’s about helping you feel empowered to make important decisions about today’s opportunities and challenges—and tomorrow’s.

Dive into our Own Your Worth research and start moving your money in the direction you want.

Today, women are experiencing longer life spans and controlling greater wealth than ever before. The need and desire for informed wealth management advice is clear. Our compassionate and solutions-oriented approach has long focused on the perspectives women bring to the planning and investing conversations, as well as the importance of financial education as a foundation to making sound financial decisions.

Learn your money language so you can make the money move that is right for you.

We help attorneys guide clients to financial empowerment as early as possible. At any stage of a case – during discovery, approaching mediation, or following settlement – our collaborative approach helps clients understand what is possible and plan for a realistic future, making them better partners in the dissolution process and easing the burden inherent in effective advocacy.

We also provide MCLE and CFLS accredited programs on how to best counsel clients on the financial impact of divorce.

Write your next chapter with these key tools

Insights to guide you forward

For every life stage—and every aspect of your finances—you can expect us to bring you important insights and thoughtful perspectives to guide you in moving ahead with more confidence.

Becoming single

What’s your financial personality?

Five investment mistakes to avoid

All your financial planning needs in one place

Pursuing your goals

We want to truly understand what motivates you—and then apply those goals, priorities and values to a fully customized plan. Drawing on the sophisticated resources of UBS Private Wealth Management with a focus on education and empowerment, we help you become the confident agent of your own financial landscape, now and into the future.

Private Wealth Advisors

  • Bemel

    Daniel Bemel

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • KS
    • LA
    • MA
    • MD
    • MI
    • MO
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV
    • WY

    Through education and empowerment, Dan helps provide the infrastructure for his clients to take control of their financial lives, often for the first time. Financial planning and investment management are central to his long term, collaborative approach.

    Dan strives to truly understand his clients – what motivates them, what they want for their family, and what they want for their community. And as a Certified Divorce Financial Analyst®, he helps clients and their attorneys navigate the financial impact of divorce before, during and after a case is resolved.

    Dan is an active member of the Beverly Hills Bar Association, serving on the family law section executive committee. He is also a member of the board of directors at the Harriett Buhai Center for Family Law, a cornerstone of family law and domestic violence assistance for low-income people in California.

    Prior to joining UBS in 2009, Dan practiced law at Los Angeles-area firms in a wide variety of disciplines including trust and estates, corporate litigation, family law, and liability defense, though he does not perform this function at UBS.

    Born and raised in Los Angeles, Dan earned a B.A. in sociology from the University of California, Santa Cruz and a J.D. from the University of California, Hastings College of the Law. He holds his Series 7 and 66 securities licenses and is a member in good standing of the California Bar Association.

    • Barron’s Top 100 Private Wealth Advisory TeamsThe Barron's rating is awarded annually in March and is based on information from the prior year Q4. 

    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

        2000 Avenue of the Stars
        7th. Floor North
        Los Angeles, CA 90067
      • Kelly

        Kelly Rote

        Director

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • MD
        • NJ
        • NV
        • NY
        • SC
        • TN
        • TX
        • VA

        Kelly Rote believes that the key to her clients’ long-term success is their having financial confidence, which she prioritizes through education in an approachable way. A Wall Street veteran and investor at heart, she spent the first 15 years of her career managing investment strategies and composing portfolios. Then she discovered her passion for encouraging women to take charge of their financial wellness while she was working as a trader in New York City.

        In 2020, Kelly returned to Los Angeles, where she now utilizes her deep knowledge of markets and strategic insights to develop financial solutions for her clients. Her mission is to help clients achieve their financial goals and understand why they have specific investments in their portfolios. She believes that helping her clients achieve this understanding fosters a financial confidence that many experience for the first time and this empowers them to truly feel in control of their financial lives.

        Kelly holds a B.B.A. in finance and international business from James Madison University's College of Business, where she continues to serve as a mentor to students. She has also earned her Series 3, 7, 63 and 66 securities licenses. She serves on the Visionary Women Gen V board, is a member of the NVAK Collective Council and is a supporter of LACMA. She also enjoys tennis, Pilates, hiking and running. In 2018, she traveled to Lewa, Kenya with a UBS team to run in the Safaricom Marathon to benefit wildlife conservation and education efforts. She lives in Brentwood.

        • Barron’s Top 100 Private Wealth Advisory TeamsThe Barron's rating is awarded annually in March and is based on information from the prior year Q4. 

        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

            2000 Avenue of the Stars
            7th. Floor North
            Los Angeles, CA 90067
          • Katie

            Katie Mazzocco

            Authorized Officer

            Senior Wealth Strategy Associate

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            • AK
            • AZ
            • CA
            • CO
            • CT
            • DE
            • FL
            • GA
            • HI
            • ID
            • IL
            • KS
            • MA
            • MI
            • MT
            • NV
            • NY
            • OH
            • OR
            • PA
            • SC
            • TX
            • UT
            • WA
            • WI

            Katie joined UBS in 2011. With over 20 years in the financial services industry, Katie brings a depth of experience to every client she works with. She leads the team's operations and service mission, making sure client needs are handled efficiently and effectively.

            Katie is key to the team's growth and success. Her responsibilities across the group include trading (equities, fixed income, and options), performance reporting, portfolio implementation, disbursements and reconciliations, account opening and maintenance, and lending. The comprehensive service Katie provides our clients in each of these areas is unparalleled.

            She takes particular pride in working on complicated issues, from helping family members organize and understand their balance sheet, working with trustees to establish and update accounts after major life events, or executing multi-leg options trades.

            Prior to joining UBS, Katie was responsible for portfolio accounting and client reporting in the Operations Department of a Registered Investment Advisor for four years. Previously, she was the Director of Operations in a commodity brokerage firm for eight years.

            Katie holds FINRA Series 7 and 66 securities license and earned a B.A. in Political Science from the University of Michigan.

              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

                  2000 Avenue of the Stars
                  7th. Floor North
                  Los Angeles, CA 90067
                • MK

                  Magdalina Kouladjian

                  Senior Client Associate

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                  • AK
                  • AZ
                  • CA
                  • CO
                  • DE
                  • FL
                  • GA
                  • HI
                  • ID
                  • IL
                  • KS
                  • KY
                  • MA
                  • MD
                  • MI
                  • MT
                  • NJ
                  • NV
                  • NY
                  • OH
                  • OR
                  • PA
                  • SC
                  • SD
                  • TN
                  • TX
                  • WA
                  • WI

                    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

                        2000 Avenue of the Stars
                        7th. Floor North
                        Los Angeles, CA 90067

                      You. Connected.

                      Private Wealth Management

                      As part of Private Wealth Management, we are able to connect you to firmwide experts, thought leaders and premier resources.

                      Backed by the strength of UBS

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                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

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                      UBS is a world-leading wealth manager