The way forward

Today, tomorrow and for generations to come

You're an executive juggling multiple priorities to help your company succeed. But what about your own financial future? Our team never underestimates the importance of financial planning when it comes to helping you make important decisions about your wealth. We view this as a business plan for your personal life, to help you measure success, and inform your financial decision-making today, tomorrow, and for future generations.

Pensive Man On Boat

Michael Szablak, CFP

First Vice President–Wealth Management

Financial Advisor

Michael came to UBS in early 2020 after a successful career at Fidelity Investments as a Financial Consultant within their Private Client Group in Boston. In this position, Michael was in charge of financial planning and investment strategy for over 400 families and businesses representing over $1.1 billion in assets. Michael is best known for his comprehensive planning approach which combines investment and tax strategy to maximize growth and increase his clients' net worth.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • ME
  • MS
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WY

  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award 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

Education

  • MBA, Carroll School of Management at Boston College
  • Bachelor of Arts in Economics, Wheaton College

Credentials

  • CERTIFIED FINANCIAL PLANNER
  • Certified Exit Planning Advisor

Financial planning
Retirement planning
One Post Office Square
33rd Floor
Boston, MA 02109

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Turn possibilities into a plan

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A leading global wealth manager

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Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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