Let's move forward. Together.

[RCPS] UBS office building

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.

Plans

  • Stephanie Ascoli photo

    Stephanie Ascoli

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image

        • University of Miami, MBA
        • Baylor Univeristy, Bachelor in Business Administration
          Banking
          Lending services
          Legacy planning
          Estate planning strategies
          Business succession
          Women investors
          Business owners
          Family Offices
          550 Biltmore Way
          Coral Gables, FL 33134
          stephanie.ascoli@ubs.com
          Stephanie Ascoli
          550 Biltmore Way,Coral Gables,FL,33134
        • image

          Jason Tabares

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image

              • Suffolk Univeristy, Bachelor of Science in Business Administration
              • Certified Investment Management Analyst®
              Financial planning
              Education planning
              Investing
              Custom portfolios
              Asset allocation
              Alternative investments
              Structured products
              Family Offices
              550 Biltmore Way
              Coral Gables, FL 33134
              jason.tabares@ubs.com
              Jason Tabares
              550 Biltmore Way,Coral Gables,FL,33134
            • Isabel Duchemin

              Isabel Duchemin

              Senior Wealth Strategy Associate

              • image
              • image

                  • University of Miami, MBA
                  • University of Miami, Bachelor in Business Administration
                    Banking
                    Cash management
                    Financial planning
                    Education planning
                    Multi-generational families
                    550 Biltmore Way
                    Coral Gables, FL 33134
                    isabel.duchemin@ubs.com
                    Isabel Duchemin
                    550 Biltmore Way,Coral Gables,FL,33134

                  A focus on personalized access and service

                  Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                  Family on back porch

                  Wealth transfer across generations

                  Father and daughter hiking in fields

                  Navigating opportunities across your enterprise

                  Container ship

                  Maximize your potential wealth

                  Global Wealth Report 2024

                  Crafted wealth intelligence

                  Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                  Gain additional insights into the trends shaping wealth in the US and around the world.

                  Download the report

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.8+ trn

                  UBS Group invested assets
                  As of 03/31/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

                  Insights