A plan for today, tomorrow and generations to come

• AR
• AZ
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• CT
• FL
• GA
• ID
• IN
• KS
• MA
• MD
• ME
• NC
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• NJ
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• NY
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Stephen started his career at Morgan Stanley's Boca Raton, FL office in 1997 with the vision of delivering wealth management services to a select group of clients. He is a seasoned and committed professional with over 26 years of experience in the financial services industry. Over the years, Stephen has focused on providing customized investment management solutions to wealthy individuals and their families, as well as cash management strategies for select institutions. Stephen brings a high level of energy and motivation to building relationships with clients and diligently strives to help them achieve their financial goals. At UBS, Stephen is designated as a multi-year President's Council Member.

Stephen's previous work history includes comprehensive financial analysis and auditing experience in the re-insurance industry. Stephen graduated from the University of Florida with a Bachelor of Science degree in Finance. Stephen and his wife, Kara, live in Boca Raton, FL and have one son, Ryan, who graduated from Bucknell University and works as an Investment Banker in NYC.

In the community, Stephen is currently a mentor for American Corporate Partners' Veteran Mentoring Program. He has also previously served on numerous committees for his local synagogue. In his spare time, Stephen and his family are avid adventure travelers and have visited over 38 countries. Additionally, Stephen plays soccer in an adult league twice per week.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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.

• University of Florida, Bachelor of Science Degree in Finance

• Portfolio Manager
• Wealth Advisor

Simon Kasbari graduated from Hofstra University in Long Island, New York, with a Bachelor of Business Administration in Finance. During his time at Hofstra, Simon interned at Morgan Stanley as a wealth management intern and was actively involved in the student investment fund, where he gained experience in equity research and portfolio management.

After graduation, Simon began his career in private wealth management as a private wealth associate at Alliance Bernstein. In his role, he assisted senior wealth managers in managing client relationships, conducting portfolio reviews, preparing investment proposals, and specializing in advising clients on alternative investments such as private equity, hedge funds, real estate, commodities, and other non-traditional investments. 

Today, he works with the Jurist Wealth Management Group at UBS to develop and implement investment strategies for high-net-worth clients. Simon also manages client relationships and provides ongoing financial planning and investment advice to help clients meet their long-term financial goals.

Simon is committed to ongoing education and is pursuing his Certified Financial Planner (CFP) designation. In his free time, he enjoys playing soccer and spending time with his family outdoors.

• Hofstra University, Bachelor of Business Administration Degree in Finance

• 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 Series 63 licenses. Sandy is an integral part of the Jurist Wealth Management Group, making sure the operational needs and requests of their clients are met to their satisfaction. Sandy's attention to detail and personalized approach are essential in overseeing the team's client service model.

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.

• Florida Atlantic University, BS in International Business