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.

Mother daughter laptop

Priscilla Sabates, CFP, CRPC, CDFA

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
  • PA
  • TN
  • TX
  • VA
  • WA

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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Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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