Insight-based advice

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.


Gerard Danzi

Vice President–Wealth Management

Having graduated from the University of New York at Albany, with a B.S. in Business Administration, Double Major in Finance & Management Information Systems, Minor in Economics. Gerard began his career as a Technology Consultant with Accenture. During his time there he worked on various client engagements with Fortune 500 Companies like; E*TRADE & Oracle.

In 2004, Gerard moved from the Technology side of his Education to Finance. This move gave Gerard the opportunity to pursue his passion of helping people achieve their financial goals. By working exclusively for top tier financial services firms, he has always been able to provide his clients with robust investment choices and comprehensive wealth management solutions.

In 2007, Gerard went on to obtain the CFP® certification, awarded by the Certified Financial Planner Board of Standards, Inc.
In September, 2014, Gerard accepted an offer to become a Vice President of Wealth Management with the UBS office in Ft. Lauderdale Florida.
Today, Gerard continues as a Vice President of Wealth Management, having added a new title of ‘Portfolio Manager’ where Gerard focuses on investing and helping clients to meet their financial goals and planning needs.

I have been helping my clients prepare for and navigate through significant life events and financial transitions for over 15 years. These life events might be significant lifestyle changes like retirement or preparing for retirement, divorce, death of a loved one, marriage or remarriage. Or they could be in financial transitions like receiving an inheritance, selling a business or large asset, exercising stock options or maybe just contemplating major investment portfolio changes.


Registered States:
  • AR
  • CA
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • MO
  • NC
  • NJ
  • NY
  • OH
  • TN
  • WA


  • B.S. in Business Administration, Double Major: Finance & Management Information Systems; Minor: Economics, University of New York at Albany


  • Chartered Life Underwriter®
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
  • (954) 527-6348

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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.

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In invested assets globally 
As of 12/31/2022

51 countries

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