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Stephen Schaefer, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • MA
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Stephen Schaefer, CFP

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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. 

Stephen Schaefer, CFP

Credentials

  • Portfolio Manager
  • Private Wealth Advisor

Stephen Schaefer, CFP

550 Biltmore Way
Coral Gables, FL 33134

Email Me

Stephen Schaefer, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • MA
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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. 

Credentials

  • Portfolio Manager
  • Private Wealth Advisor
550 Biltmore Way
Coral Gables, FL 33134

Email Me

stephen.schaefer@ubs.com
Stephen Schaefer, CFP
550 Biltmore Way,Coral Gables,FL,33134

Joan Madriz

Client Associate

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • MA
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WI

Joan Madriz

550 Biltmore Way
Coral Gables, FL 33134

Email Me

Joan Madriz

Client Associate

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • MA
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WI
550 Biltmore Way
Coral Gables, FL 33134

Email Me

joan.madriz@ubs.com
Joan Madriz
550 Biltmore Way,Coral Gables,FL,33134

Daniela Mendez

Client Associate

Registered States:
  • CA
  • CT
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • NC
  • NY
  • TX
  • WI

Daniela Mendez

100 SE 2nd Street
Suite 2400
Miami, FL 33131

Email Me

Daniela Mendez

Client Associate

Registered States:
  • CA
  • CT
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • NC
  • NY
  • TX
  • WI
100 SE 2nd Street
Suite 2400
Miami, FL 33131

Email Me

daniela.mendez@ubs.com
Daniela Mendez
100 SE 2nd Street,Miami,FL,33131

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For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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