How can you pursue what matters most?

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Family selfie

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Garrison-Elrod-Profile-Image

    Garrison Elrod

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CT
    • DC
    • FL
    • GA
    • IL
    • KY
    • MA
    • MD
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT

    Garrison began his career in 1997, and over the past 20 years has helped clients manage their wealth throughout various market cycles. He joined UBS in 2009 after 12 years at Smith Barney.

    As a Financial Advisor, his strongest assets are the relationships he has established with his clients. Drawing on his experience and knowledge, he can offer customized wealth management advice and personalized service. He works closely with his clients to develop an investment strategy tailored to their needs.

    His professional licenses include the Series 7, 63 and 65, as well as Life Insurance, Long Term Care and Variable Annuity insurance licenses. He has a Bachelor's Degree in usiness Administration from Auburn University.

     

      • Auburn University, Bachelor's Degree in Business Administration
        401 East Las Olas Boulevard
        Suite 2300
        Fort Lauderdale, FL 33301
      • Tracey-Lynn-Keith-Profile-Image

        Tracey Lynn Keith

        Wealth Management Associate

        • image
        • image
        • CA
        • CT
        • FL
        • GA
        • IL
        • IN
        • MA
        • MD
        • NC
        • NJ
        • NY
        • OH
        • PA
        • TX
        • WA

        With over 24 years of experience in the financial services industry, Tracey enhances our client relationships by providing valuable insights and knowledge needed to serve our clients in a professional and timely manner. She works closely with the team in regards to preparation of client reviews and reporting, portfolio proposals, and trading.

        Prior to joining UBS in 2008, she held positions at Smith Barney, Raymond James Financial Services, and Gruntal & Co. She is a graduate of Bryant University with a Bachelor of Science in business administration and finance, and holds the Series 7, 9, 10 and 66 securities licenses, as well as Life, Health and Variable Annuity insurance licenses.

         

          • Bryant University , Bachelor of Science in Business Administration and Finance
            401 East Las Olas Boulevard
            Suite 2300
            Fort Lauderdale, FL 33301

          The Year Ahead - Sustainable Investing

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational 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.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

          Insights