Experience

That inspires confidence

Barry Schwartz

Senior Vice President–Wealth Management

Financial Advisor

Barry is a 40-year veteran of the financial services industry and joined UBS in 2013.  From his experience helping wealthy multi-generational families, entrepreneurs, corporate executives, and business owners over the years, Barry has developed a deep and varied expertise across all areas of wealth management that enables him to deliver pragmatic, proven advice for his clients' unique financial needs and goals.  He also has an extensive background in qualified corporate retirement plans, having built a national 401k practice which he ultimately sold to Nationwide Insurance.

Barry uses a disciplined, yet intuitive approach to Wealth Management, with a keen focus on delivering sound solutions and strategies that preserve assets while creating growth opportunities.  He enjoys building fulfilling relationships with his clients, and looks forward to his interactions with them every day.  Barry takes great pride in his ability to add value to his clients' lives by maintaining a high standard of support, collaboration, and knowledge in every one of his relationships.

Barry is a graduate of the University of Cincinnati, majoring in Economics.  He has been married for 47 years and has two grown children and three grandchildren.  He is very dedicated to supporting his community.  Barry is a Past President of Temple Judea in Coral Gables, and has served as the Vice-Chairman of the Board of Trustees of Friends of WLRN, Inc., Treasurer of the Alpha Epsilon Pi Foundation and past President of the Alpha Epsilon Pi Fraternity.  He currently serves on the Community Advisory Board for radio/TV of the Miami-Dade Public School system, and the Board of Trustees of Hillel for Palm Beach/Broward Counties.  A Viet-Nam era Veteran of the U.S. Coast Guard, Barry also has a Commercial pilot's license.

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

Recognized as an industry leader:

  • 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

100 SE 2nd Street
Suite 2500
Miami, FL 33131

Email Me

barry.schwartz@ubs.com
Barry Schwartz
100 SE 2nd Street,Miami,FL,33131

Luz A. Gil

Client Associate

Luz Gil is a Registered Branch Office Administrator with UBS Financial Services in Miami, Florida. As BOA, she works with both the Management Team and Financial Advisors. Luz develops, maintains, and executes various strategies to provide operational support to clients from both a management and administrative perspective.

100 SE 2nd Street
Suite 2500
Miami, FL 33131

Email Me

luz.gil@ubs.com
Luz A. Gil
100 SE 2nd Street,Miami,FL,33131

Sally Schwartz

Client Associate

Sally Schwartz is a Client Service Associate with UBS Financial Services in Miami, FL, functioning as the Marketing Coordinator for Biscayne Wealth Management. In this capacity, she provides our clients with up to date information on present world and financial conditions, as well as adding the personal touch of holiday and birthday greetings. Sally helps our clients stay connected with their UBS Financial Advisors in an ongoing program to enhance the Client experience.

100 SE 2nd Street
Suite 2500
Miami, FL 33131

Email Me

sally.schwartz@ubs.com
Sally Schwartz
100 SE 2nd Street,Miami,FL,33131

Avrum Gutis

Team Administrator

Avi has been working in the financial services industry since 2005 and joined UBS in 2019.  He is highly motivated and detail-oriented, with a demonstrated track record of experience in asset management, investment account management, trade coordination, daily cash flows and rebalances, records administration, and client services. As the Team Administrator for Biscayne Wealth Management, Avi’s background is invaluable in communicating with our clients, implementing portfolio strategies, as well as coordinating with the UBS operations team. His previous industry experience includes: Kayne Andersen, NWQ and Merrill Lynch.

Avi is a graduate of California State University at Northridge, majoring in Political Science.  He is married and has three young children. Avi holds a Series 7, 66, 9/10 securities registration as well as being licensed for life and health insurance and variable annuities.

Registered States:
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • LA
  • NY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 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

100 SE 2nd Street
Suite 2500
Miami, FL 33131

Email Me

avi.gutis@ubs.com
Avrum Gutis
100 SE 2nd Street,Miami,FL,33131