Wealth advice that helps inspire confidence

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Raffi

    Raffi Vartanian

    First Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • DC
    • FL
    • GA
    • IL
    • MA
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NY
    • OH
    • PA
    • RI
    • TN
    • TX
    • VA

    A Vice President – Wealth Management, Ralph is the lead financial advisor of The Vartanian Group.  Together they offer a range of investment and wealth management services.

    UBS's team of experts help Ralph provide his clients with world-class research, assisting them in facing the challenges of increased credit risk, interest rate volatility and competitive pricing that are present in the world of wealth management today.

    Outside of UBS, Ralph maintains a strong charitable focus and supports organizations such as St. Jude's Medical, Children of Armenia Fund (COAF) and Gridiron Greats Assistance Fund, a nonprofit organization that provides financial assistance to former NFL players dealing with expenses related to years of playing a physically demanding game.

    Ralph is also an avid golfer who holds membership in the Adios Golf Club in Coconut Creek, Florida and has played many of the top-rated golf courses in the United States and abroad.

    Some of the challenges of being a good golfer are similar to some of the challenges of developing the right wealth management process.  Ralph's team will help you to tune out the noise, make good decisions and execute your "swing" into a sound financial plan.

          1800 North Military Trail
          Suite 300
          Boca Raton, FL 33431
        • Michelle

          Michelle Vartanian

          Senior Vice President–Wealth Management

          Financial Advisor

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          • CA
          • CO
          • DC
          • FL
          • GA
          • IL
          • IN
          • MA
          • MI
          • MN
          • NC
          • NJ
          • NM
          • NY
          • OH
          • PA
          • RI
          • TN
          • TX
          • VA

          A Senior Vice President  - Wealth Management, Michelle Vartanian has earned the designations of Certified Investment Management Analyst (CIMA®)  and Chartered Retirement Plans Specialist (CRPS®).  She is also a Retirement Plan Consultant with the UBS Retirement Plan Consulting Services, and can provide advisory services and assist with managing the complexity of corporate retirement plans.  Michelle also works with our individual clients in achieving their own retirement planning needs.

          In addition to Michelle's focus with retirement plans, she also works with UBS's team of experts in other areas, including investment research, asset allocation analysis, lending needs and performance reporting. Michelle and the team listen to their clients and offers the most appropriate investment advice to help them achieve their financial goals.

          Outside of UBS, Michelle maintains a strong charitable focus and supports organizations such as the Kidney Cancer Association and Susan G. Komen South Florida Race for the Cure, as she and her daughter, Tanya, are both cancer survivors.

          Michelle and Ralph have been married 36 years and have two children, Brett who lives in Parkland, Florida and is married to Jessica with their son Michael,  and Tanya who lives in Boca Raton, Florida.

                1800 North Military Trail
                Suite 300
                Boca Raton, FL 33431
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                Alejandro Ayaviri Castillo

                Financial Advisor

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                • CA
                • CO
                • CT
                • FL
                • GA
                • IL
                • NC
                • NE
                • NH
                • NJ
                • NY
                • PA
                • TX
                • WA

                Wealth Planning Associate

                 

                In his role as a Wealth Planning Associate, Alejandro works closely with Financial Advisors in the South Florida Market as they help their clients pursue their financial goals through comprehensive planning. Alejandro has in-depth knowledge of the many financial planning solutions that can be tailored to address each client's individual priorities. Working collaboratively with Financial Advisors, Alejandro strives to deliver what clients need most today – Advice, Beyond Investing.

                 

                Prior to joining UBS, Alejandro began his financial career with Wells Fargo in Hollywood, where he worked as a Personal Banker before moving up to Small Business Specialist. Alejandro transitioned into Wealth Management in 2016; joining a team at Merrill Lynch in Fort Lauderdale as a Financial Advisor. Alejandro earned a B.A. in Biochemistry from Florida State University and in addition holds the Series 7, 6 and 66 securities licenses, Life Insurance (including Variable Annuity and Health) license as well as the Accredited Wealth Management AdvisorSM designation.

                      401 East Las Olas Boulevard
                      Suite 2300
                      Fort Lauderdale, FL 33301
                    • Sandy

                      Sandra Anderson

                      Senior Client Associate

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                      • FL
                      • NY

                      A Senior Registered Client Service Associate, Sandy Anderson has been with UBS since September 2013.  She has been in the financial industry since 1993 and securities licensed since 1995, having both her Series 7 and 63 licenses.  Sandy is the main contact person for The Vartanian Group, making sure the operational needs and requests of all their clients are met to their satisfaction.  Sandy's attention to detail and personalized approach are essential in overseeing the team's client service.

                      Sandy was born in Santa Monica, California and raised in South Florida.  She earned her BS in International Business from Florida Atlantic University in Boca Raton, Florida.  Sandy and her husband Matt live in Coral Springs, Florida with their two children.  They enjoy the outdoors, sports and spending quality time with family and friends.

                            1800 North Military Trail
                            Suite 300
                            Boca Raton, FL 33431

                          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.

                          The circular economy: What is it?

                          Retirement planning

                          Retirement planning

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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.

                          Learn more at ubs.com/wealthway.

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