Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Bruce D. Ochsman

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • VA
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

Email Me

bruce.ochsman@ubs.com
Bruce D. Ochsman
1800 North Military Trail,Boca Raton,FL,33431

Benjamin Blumenthal

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

Email Me

benjamin.blumenthal@ubs.com
Benjamin Blumenthal
1800 North Military Trail,Boca Raton,FL,33431

Noah David Rosseau

Registered Client Associate

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • MD
  • MI
  • MO
  • NC
  • NY
  • PA
  • RI
  • SC
  • TX
  • VA
  • WA
  • WI
1800 North Military Trail
Suite 300
,Boca Raton, FL 33431

Email Me

noah.rosseau@ubs.com
Noah David Rosseau
1800 North Military Trail ,,Boca Raton,FL, 33431

Mason Trippe

Wealth Strategy Associate

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • LA
  • MA
  • MD
  • MI
  • MN
  • NC
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA
  • WA
  • WV
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

Email Me

mason.trippe@ubs.com
Mason Trippe
1800 North Military Trail,Boca Raton,FL,33431

Natasha Rawding

Branch Office Administrator

1800 North Military Trail
Suite 300
Boca Raton, FL 33431

Email Me

natasha.rawding@ubs.com
Natasha Rawding
1800 North Military Trail,Boca Raton,FL,33431

Nicolas Santangelo

Wealth Planning Associate

Nick is a native of Southeastern Connecticut, has a love for soccer, and is well traveled throughout New England.  Nick graduated from Bryant University, Cum Laude, in 2023, with a degree in Financial Services and a minor in Communications. Nick has obtained diverse experience by helping clients understand various aspects of their financial lives. Nick is family-oriented and very passionate about learning each client’s long-term goals as well as their fundamental values, and incorporates those foundational aspects into their unique, long-term financial plan.

Registered States:
  • FL
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301

Email Me

nicolas.santangelo@ubs.com
Nicolas Santangelo
401 East Las Olas Boulevard,Fort Lauderdale,FL,33301

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