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.

Aerial buildings

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

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

          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

          • image
          • image
          • 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

                • image
                • image
                • image
                • 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
                • WY

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

                      Nicolas Santangelo

                      Authorized Officer

                      Wealth Planning Associate

                      • image
                      • image
                      • image
                      • 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, Advanced Planning

                          • 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. 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.  “UBS Bank” is UBS Bank USA, N.A. Member FDIC, NMLS no. 947868. UBS Bank is a subsidiary of UBS Group AG.



                          • 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

                          Two brothers. One inheritance.

                          How will their story unfold?

                          Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

                          If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

                          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

                          Insights

                          This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                          Go to privacy settings