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For your goals. For your future.

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.

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Richard A. Suss, CFP

Executive Director

 

Richard Suss is an Executive Director and Institutional Consultant of UBS Wealth Management.  With over 30 years of wealth management and banking experience, Richard brings experience and understanding to the private and institutional clients we serve.  

Richard and his team, Biscayne Wealth Management, have been together since 2010.  Their advisory and institutional consulting practice is focused on asset management, estate and financial planning, and the business banking needs of entrepreneurs.  Richard also specializes in not-for profit organizations as an Institutional Consultant for UBS.  He provides insight and advice to investment committees and governing bodies of diverse not-for-profit clients—foundations, endowments, institutions and associations—to help them navigate their fiduciary challenges with greater confidence and ease. 

Richard is an Executive Director at UBS and has served in various leadership roles for the firm.  During his tenure, he has achieved national recognition multiple times as a member of UBS Leadership Council  and twice has been named UBS Branch Manager of the Year (2013, 2015). 

In his community, Richard served the Board of Broward College Foundation (Honorary), University of Florida's Parent & Family Philanthropy Council, UF Pi Kappa Alpha Alumni Board, and the Centered Heart Foundation.

Richard is a graduate of the Warrington Business School at the University of Florida, having earned a B.S. degree in Business Administration, and was honored with selection into the prestigious leadership honorary, Florida Blue Key.  Also, he completed the Certified Financial Planning Program at Barry University and has been a Certified Financial Planner since 2006.

Personal & Community


Broward College Foundation (Honorary)
University of Florida Parent & Family Leadership Council
University of Florida Pi Kappa Alpha Alumni Advisory Board
Centered Heart Foundation

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MO
  • MS
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TX
  • UT

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Florida, Warrington College of Business Administration

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Endowment & Foundation Consultant
100 SE 2nd Street
Suite 2500
Miami, FL 33131
  • (305) 536-9350

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Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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