Let's move forward. Together.

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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.

  • Bruce D. Ochsman Kaplan Photo

    Bruce D. Ochsman

    Senior Vice President–Wealth Management

    Financial Advisor

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          1800 North Military Trail
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          Benjamin Blumenthal

          First Vice President–Wealth Management

          Financial Advisor

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                1800 North Military Trail
                Suite 300
                Boca Raton, FL 33431
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                Noah David Rosseau

                Client Associate

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                      1800 North Military Trail
                      Suite 300
                      ,Boca Raton, FL 33431
                    • Julia Lajeunesse

                      Advisory Investment Specialist

                      Working with our Financial Advisors and their clients, Julia provides personalized investment advice, while leveraging research and portfolio management capabilities across all available resources at UBS. Taking into account individual preferences and risk profile, Julia helps our Advisors construct, implement and monitor advice-based investment solutions within the context of an overall wealth management process.
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                      Mitchell Ross

                      Director

                      WMA Salesperson

                    • Scott Nevin

                      Director

                      WMA Salesperson

                      Scott is currently the Alternative Investment Consultant supporting the Philadelphia / Washington D.C/Charlotte, Mid-Atlantic, Atlanta, Florida, and South Central Markets. Prior to joining UBS, Scott held a number of senior positions in Alternative Investments: Director of Business Development and Product Management at Alpha Capital, Principal at HSN Financial Services, and Managing Director at Fairfield Heathcliff Capital. Earlier in his career, Scott was an Associate in fixed income sales at Citigroup, and an Analyst at Morgan Stanley. 
                    • Javier Ruiz

                      Director

                      Structured Solutions Consultant

                      Javier is responsible for education Financial Advisors on the benefits and risk considerations associated with incorporation Structured Investments into client portfolios. He assists advisors in delivering best in class solutions from our market-leading Open Architecture platform including implementation of portfolio and tactical strategies based on WM Research and the current market environment.

                    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.

                    Focus on liquidity management

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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.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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