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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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
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
Credentials
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
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
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
