Let's move forward. Together.

[Wealth Way] Multigenerational planning

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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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Benjamin Blumenthal Photo

    Benjamin Blumenthal

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

          1800 North Military Trail
          Suite 300
          Boca Raton, FL 33431
          benjamin.blumenthal@ubs.com
          Benjamin Blumenthal
          1800 North Military Trail,Boca Raton,FL,33431
        • Bruce D. Ochsman Kaplan Photo

          Bruce D. Ochsman

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • ID
          • IL
          • MA
          • MD
          • MI
          • MO
          • NC
          • NJ
          • NM
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA

                1800 North Military Trail
                Suite 300
                Boca Raton, FL 33431
                bruce.ochsman@ubs.com
                Bruce D. Ochsman
                1800 North Military Trail,Boca Raton,FL,33431
              • Mason Trippe

                Mason Trippe

                Wealth Strategy Associate

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                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • IL
                • LA
                • MA
                • MD
                • MI
                • MN
                • MO
                • NC
                • NM
                • NY
                • OH
                • OR
                • PA
                • SC
                • TX
                • VA
                • WA
                • WI
                • WV

                      1800 North Military Trail
                      Suite 300
                      Boca Raton, FL 33431
                      mason.trippe@ubs.com
                      Mason Trippe
                      1800 North Military Trail,Boca Raton,FL,33431
                    • Brian Campillo

                      Brian Campillo

                      Client Associate

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                              525 Okeechobee Blvd.
                              Suite 1500
                              West Palm Beach, FL 33401
                              brian.campillo@ubs.com
                              Brian Campillo
                              525 Okeechobee Blvd.,West Palm Beach,FL,33401
                            • Natasha Rawding

                              Natasha Rawding

                              Executive / Team Assistant

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                                      1800 North Military Trail
                                      Suite 300
                                      Boca Raton, FL 33431
                                      natasha.rawding@ubs.com
                                      Natasha Rawding
                                      1800 North Military Trail,Boca Raton,FL,33431
                                    • Nicholas Santangelo

                                      Nicolas Santangelo

                                      Authorized Officer

                                      Wealth Planning Associate

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                                      • FL

                                            401 East Las Olas Boulevard
                                            Suite 2300
                                            Fort Lauderdale, FL 33301
                                            nicolas.santangelo@ubs.com
                                            Nicolas Santangelo
                                            401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
                                          • Catherine McDermott

                                            Executive Director

                                            Senior Wealth Strategist

                                          • Melissa Lilly, CEPA, CTFA

                                            Executive Director

                                            Wealth Planning Strategist

                                          • Todd Greenberg

                                            NMLS #641853

                                            Senior Wealth Management Banker, UBS Bank USA, N.A.

                                            Experience

                                            Todd Greenberg joined UBS Bank USA in 2013 and he is currently a Senior Wealth Management Banker covering the South Florida Markets along with both Miami International Markets and Puerto Rico. Todd has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

                                            Todd began his career in financial services in 1999. Prior to joining UBS, he started his banking career at NationsBank which quickly turned to Bank of America and then joined Merrill Lynch during the acquisition. During his tenure, he held positions including Vice President of Wealth Management Banking, Branch Leader, Senior Mortgage Consultant.

                                            Education 

                                            In Todd Greenberg’s role as a Senior Wealth Management Banker his NMLS # is 641853. He currently holds permissive Series 7, 63, and 66 securities licenses. Outside of the office, Todd is married to his best friend Melissa, and they have three amazing children: Jordan, Alec, and Madolyn. In his spare time, he enjoys spending time with family and is an avid sports fan. Todd is also an advocate and participant annually with March of Dimes Foundation.


                                            Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, N.A., Member FDIC, NMLS No. 947868. Equal Housing Lender


                                          • Scott Nevin

                                            Executive Director

                                            WMA Salesperson

                                          • Anthony Liotti

                                            Managing Director

                                            Investment / Sales Specialist

                                          • Christopher McCullough

                                            Executive Director

                                            Wealth Planning Strategist

                                          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.

                                          Three generations in apple orchard

                                          Turn possibilities into a plan

                                          House View Monthly

                                          Mountain climbers on peak at sunrise

                                          A leading global wealth manager

                                          A new era of wealth is underway

                                          And this is your time to define success on your terms.

                                          Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

                                          When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

                                          A leader in wealth management

                                          Backed by the strength of our parent company, UBS AG

                                          $7 trn

                                          UBS Group invested assets
                                          As of 12/31/2025

                                          51 countries

                                          Our global footprint

                                          Global leader

                                          UBS is a leading and truly global wealth manager

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