Lasting relationships. For all that matters

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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George Yao

Senior Vice President–Wealth Management

Financial Advisor

George brings near 40 years of financial services experience to UBS, committed to providing the highest level of service to his clients nationwide.

George focuses on institutional investing. He works with institutions throughout the United States concentrating on credit unions, banks and government entities. He also provides Wealth Management solutions to C-Suiteexecutives. His services include: Financial planning, retirement planning, small business and liability planning, and family wealth planning.

George is a graduate of the University of Miami, where he earned a B.B.A. in Finance. Outside of work, he enjoys playing golf, tennis, attending church and spending time with his wife, Gabi, and his children Ashley, Justin, and Jesse.

Registered States:
  • AL
  • FL
  • GA
  • PA

Education

  • University of Miami
  • B.B.A. in Finance, University of Miami

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Banking
Cash management
Retirement planning
Institutional consulting
Corporate executives
18851 NE 29th Avenue
11th Floor
Aventura, FL 33180
  • (305) 682-4626

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Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Your life, wealth and future

Tailored lending and cash management

Debt ceiling and inflation

Institutional consulting

charts

Investment management

Goals-based planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager