Begin with a plan

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 of UBS Wealth Management Americas, and the downtown Miami Branch Manager.  Since joining UBS in 2000, he has achieved various leadership roles throughout South Florida.  He has served on UBS Leadership Council (2010, 2013, 2014, 2016, 2017, 2019) and twice has been named UBS Branch Manager of the Year (2013, 2015).  With over 30 years of wealth management and banking experience in South Florida, Richard brings experience and understanding to the domestic and international clients we serve. 

Richard and his team, The Walker Suss Group, have been together since 2010.  Their advisory 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 Endowment and Foundations 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. 

In his community, Richard serves 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

  • Sustainable Trends Group
  • 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
  • FL
  • GA
  • IA
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MS
  • NC
  • NJ
  • NY
  • OH
  • OR
  • PA
  • TX
  • UT
  • VA
  • VI

  • Forbes BIS Teams, 2023

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

Email Me

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Multigenerational families

Multigenerational families

Retirement planning

Retirement planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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