How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Priscilla Sabates, CFP, CRPC, CDFA

Vice President–Wealth Management

Financial Advisor

Priscilla has been in the financial services industry since January of 2011. Prior to joining UBS, Priscilla was a Financial Advisor at Morgan Stanley in Boca Raton, Florida, where she focused on investment consulting and relationship management. She also gained experience working with both the business aspects of the medical and legal fields. Priscilla worked for the Department of Pathology in Delray Medical Hospital. She also helped manage a family-owned medical practice. In addition, she spent some time working in the legal field with a franchise attorney, in Miami, Florida. Priscilla was recruited by UBS in March of 2013.

Priscilla, a South Florida native, is a Cuban American, fluent in both English and Spanish. She majored in English and Criminology with a history minor from the University of Miami, graduating Cum Laude. She then earned her Master's in Business Administration from Nova South Eastern University with honors. Priscilla has also earned the industry designation of being a CERTIFIED FINANCIAL PLANNER (CFP®), a Chartered Retirement Planning Counselor (CRPC®) and a Certified Divorce Financial Analyst (CDFA®).

Priscilla has lived in Palm Beach County since 1998. In her spare time, she enjoys spending time with her family and friends. Priscilla is an active member of the Paso Fino Horse Association and American Black Angus Association. In addition, she is also a past president for Broward County Delta Delta Delta Alumni.

Priscilla enjoys giving back through participating in several volunteer and community service organizations. She has served as a Captain for the annual Leukemia and Lymphoma Society Walk, as well as for the St. Jude Walk. Priscilla has been an active volunteer with the Florence Fuller Child Development Centers, which is dedicated to helping economically disadvantaged children, since 1999. She hosts annual Halloween and winter holiday events for 35 children in the Boca Raton UBS branch.

Registered States:
  • CA
  • CO
  • DC
  • FL
  • GA
  • IN
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • VA

Education

  • majored in English and Criminology with a History minor- Cum Laude, University of Miami
  • Master's in Business Administration - with honors, Nova South Eastern University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
  • Certified Divorce Financial Analyst®
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
  • (561) 367-1828

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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.

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As of 11/07/2023

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