Let's move forward. Together.

Pursue what matters most

updated team photo

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.

Three people sitting in office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Steve Gold

    Steve Gold, CPWA, CEPA®

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NY
    • OH
    • PA
    • PR
    • RI
    • SC
    • TX
    • UT
    • VA
    • VI
    • WV

    As a Certified Private Wealth Advisor® and Certified Exit Planning Advisor with over 22 years of experience in wealth management, Steve Gold has made a name for himself in working with successful families and their complex needs. Before joining UBS, Steve worked at Morgan Stanley and was recognized with several excellence awards. At UBS, Steve is a Managing Director-Private Wealth Management, of the Gold Wealth Management Group. Steve earned his BS in Finance and Computer Information Systems from the University of Miami.

    Steve is actively engaged in the community serving as a board member on the University of Miami Entrepreneurship Board and a part of the University of Miami Business School Mentor Program. Steve is a vice chair of South Dade board for Greater Miami Jewish Federation. Steve is the Immediate Past President of the Zeta Beta Tau Foundation Board and member of the UBS Chairman's Council. Steve lives in Miami, FL with his wife Avi and children Aaron and Sophie.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        100 SE 2nd Street
        Suite 2500
        Miami, FL 33131
      • Tom updated photo

        Thomas Duggan, CEPA®

        Authorized Officer

        Senior Wealth Strategy Associate

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        • AK
        • AZ
        • CA
        • CT
        • FL
        • GA
        • ID
        • IL
        • MA
        • ME
        • NC
        • NJ
        • NY
        • OH
        • PA
        • TX
        • VA
        • WV

        Tom has over 20 years of Fixed Income and Trading experience. He develops personalized wealth strategies, creates asset allocation models, and reviews portfolio holdings for individual clients. He was a former member of the Chicago Board of Trade;  specializing in Fixed Income Options and yield curve trading.  He holds a Bachelor of Science in Economics from the University of Illinois at Chicago.

            • Certified Exit Planning Advisor
            100 SE 2nd Street
            Suite 2500
            Miami, FL 33131
          • Danisbel updated photo

            Danisbel Conesa

            Team Administrator

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            • FL

            Danisbel Joined our team in 2015 with the business development specialist role responsible for our branding, client events, educational seminars, public relations and marketing for the team. Danisbel has since transitioned to the registered client service associate role handling the team daily administrative support and meeting the ongoing needs of our clients ensuring our clients receive the highest level of service. She has a Bachelor in Supervision & Management from Miami Dade College.

                  100 SE 2nd Street
                  Suite 2500
                  Miami, FL 33131
                • Valentina Lopez headshot

                  Valentina Lopez

                  Client Associate

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                    Valentina is our newest member to join the team in 2022 as a client service associate responsible for our branding, client events, educational seminars, public relations and marketing for the team. She also assists the team with daily operations, client service, and the financial planning process. Valentina is a Villanova University graduate where she double majored in English and Spanish Language Literature.

                          100 SE 2nd Street
                          Suite 2500
                          Miami, FL 33131

                        The Year Ahead - Sustainable Investing

                        Retirement planning

                        Retirement planning

                        Sustainable investing

                        What's your vision?

                        We can help you bring your vision to life.

                        Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

                        The proof is in our numbers

                        Over 20

                        Years in business as a team


                        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