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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.

Globe

Michael Rosenbach

Vice President–Wealth Management

Michael Rosenbach caters to not only the evolving needs of individuals, families, and institutions but also the evolving products and strategies that accompany them. At UBS, Michael focuses specifically on providing Ultra High Net Worth families the most modern solutions with the ultimate goal of simplifying unnecessarily complex lives. His areas of focus include corporate and individual advisory services, goals-based wealth strategy, asset and liability management, and investment research and modeling. A creative thinker, he enjoys helping clients capitalize on opportunities and streamline their wealth so that they can dedicate more time to the people and pursuits they most value.

 

Experience

-          Vice President, UBS Wealth Management

-          Portfolio Manager, UBS Wealth Management

-          Assistant Vice President, Bank of America Merrill Lynch

 

Education and Credentials

-          Bachelor’s degree in Economics and Finance at Brandeis University

-          Certified Divorce Financial Analyst, CDFA

-          Series 7, 66, and 2-15 licenses

-          Berkeley Preparatory School in Tampa, Florida

 

Life

-          Board of Trustees for the Congregation Schaarai Zedek

-          Alumni Executive Board for Berkeley Preparatory School

-          Coaches Track and Cross Country at Berkeley Preparatory School

-          Active member at Palma Ceia Golf and Country Club

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • MA
  • MT
  • NJ
  • NY
  • PR
  • TN
  • VA
101 E Kennedy Blvd
Suite 1800
Tampa, FL 33602
  • (813) 227-2834

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Multigenerational planning

Multigenerational planning

Tailored lending and cash management

Tailored lending and cash management

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Investment management

2022 tax planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager