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Get your financial future on track

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Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Kenneth-Eisenberg-Profile-Image

    Kenneth Eisenberg

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • SD
    • TN
    • TX
    • WA

    Ken is a Senior Vice President of UBS Financial Services Inc. and brings over thirty-four years of experience in the financial industry to your relationship.  

    As Senior Portfolio Manager, his expertise focuses on strategic investment strategies and portfolio construction to meet each of our client's individual needs. 

    Ken graduated with honors from American University in Washington, DC and attended the University of London, London School of Economics and The Wharton School at the University of Pennsylvania.  Ken's credentials also include previous host of the Investor's Forum on Talk Radio WOND and Financial Analyst for the 6:00 Evening News on NBC TV 40 in New Jersey. 

    Previous community contributions include Chairman of the South Jersey Community Food Bank, past President of Jewish Family Service, Vice Chair of the Boy Scouts Heritage Foundation and he served as a member of the Galloway Township Board of Education.  

    Ken has been active with the United States Coast Guard Auxiliary for over twenty years and currently serves with the rank of Commander.  He has been a "Big Brother" in the Big Brothers/Big Sisters of America organization for over seven years.  More recently he has partnered with American Corporate Partners Veteran Mentoring Program for active duty military and veterans, an organization dedicated to helping with career guidance during and after military service.  

    In addition to our Boca Raton, Florida location, Ken also serves clients locally in our Northfield, New Jersey office.  Ken and his wife, Aycie, enjoy balancing their time between Florida and New Jersey.

    Ken holds the Series 7, 63, 65 and Life, Health and Variable Annuity licenses.

      • American University
      • University of London, London School of Economics
      • The Wharton School at the University
        Investing
        Asset allocation
        Alternative investments
        Sustainable investing
        Lending services
        Cash management
        Securities-backed lending
        1800 North Military Trail
        Suite 300
        Boca Raton, FL 33431
      • Jeffrey-Pupo-Profile-Image

        Premier Wealth Management Group

        Senior Vice President–Wealth Management

        Senior Portfolio Manager

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • MA
        • MD
        • MI
        • NC
        • NJ
        • NV
        • NY
        • OH
        • PA
        • SC
        • SD
        • TN
        • TX
        • WA

        Jeffrey began his wealth management career in 1999 and joined UBS in 2002. Previously, he worked as a financial advisor at Fleet Boston and Prudential Securities.

        Jeffrey has been a wealth advisor primarily for a select group of business owners, business professionals and retirees who aspire to achieve a work optional lifestyle or leave a legacy to their heirs.  He has developed and refined a process that put's all the pieces of the financial puzzle together so a client can better understand and plan their financial future.  His process is the 3D process of: developing, designing and deploying the wealth management plan to help meet client and client's families financial objectives for multiple generations.

        After graduating from Lynn University with a Bachelor of Science degree in Business Administration he also earned the designations of  CEPA®, Certified Exit Planning Advisor, CMFC®, Chartered Mutual Fund Counselor and CRPS®, Chartered Retirement Plans Specialist which allows him to help businesses with their corporate retirement plans and their fiduciary responsibilities.  Having previously owned a Taekwondo School of Martial Arts, Jeffrey understands, firsthand, the nuances of being a business owner. He advises corporate sponsors with investment consulting services, plan program consulting and educational consulting services.  

        Jeffrey holds the Series 7, 63 and 65 securities licenses and is also Life and Health Insurance licensed. He is fluent in Spanish.

        Jeffrey resides in Boca Raton Florida since 1984 and has been married to his wife Rebeca for over 29 years.  They have special needs son named Alexander who is the light of their life. 

          • Lynn University, Bachelor of Science Degree in Business Administration
          • Senior Portfolio Manager
          • Chartered Mutual Fund Counselor℠
          • Chartered Retirement Plans Specialist℠
          • Certified Exit Planning Advisor
          Financial planning
          Estate planning strategies
          Legacy planning
          Exit planning
          Business succession
          Custom portfolios
          401(k) plan services
          Banking
          1800 North Military Trail
          Suite 300
          Boca Raton, FL 33431
        • Catherine-Mayela-Catalina-Corbella-Profile-Image

          Catherine Mayela "Catalina" Corbella

          Client Associate

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            Catherine handles the client relations for our team.  Some of her responsibilities include assistance with the transition of new relationships, maintaining existing relationships, as well as assisting with client requests and ensuring a positive client experience.   

            After graduating Phi Theta Kappa from Santa Fe College with degrees in Psychology and Education in 1995, Catherine held positions in the medical, entertainment and financial industries.  With over 30 years of customer relationship experience, she is also an accomplished photographer. 

            With parents from Spain and Venezuela, Catherine is fluent in both English and Spanish. 

            Catherine holds the Series 7, General Securities Representative license.

              • Santa Fe College, Psychology and Education
                Financial planning
                401(k) plan services
                Banking
                Women investors
                Business owners
                1800 North Military Trail
                Suite 300
                Boca Raton, FL 33431
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                Christy Stina

                Senior Client Associate

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                • CA
                • FL
                • NJ
                • NY

                Christy brings 29 years of knowledge and experience to the team. She is the Team Administrator and Senior Client Service Associate. She started her career as an Equity Trader. She spent ten years on a wholesale trading desk making markets in OTC/ Nasdaq stocks before changing roles to a Client Service Associate. Christy previously worked at UBS in the Boca Raton office between 2008 and 2017 and returned in 2022 to join The Premier Wealth Management Group.

                In her free time, Christy loves to travel and enjoys live music. She lives in Delray Beach with her husband Paul and their two English Bulldogs. 

                 

                Registered States:

                FL

                      1800 North Military Trail
                      Suite 300
                      Boca Raton, FL 33431

                    Defining your priorities. Pursuing what matters.

                    Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                    UBS and Credit Suisse—stronger than ever

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                    Women, wealth and well-being

                    The challenges women breadwinners face embracing their financial clout

                    Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

                    We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

                    Download the report

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