Insight-based advice

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.

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Michael Rodbell

Senior Vice President–Wealth Management

Registered States:
  • CA
  • CT
  • FL
  • IA
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NM
  • NY
  • OK
  • OR
  • RI
  • SC
  • TN
  • VA

  • 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

525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401
  • (561) 659-9523

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

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