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.

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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

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    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
        garrison.elrod@ubs.com
        Garrison Elrod
        401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
      • Tracey-Lynn-Keith-Profile-Image

        Tracey Lynn Keith

        Wealth Management Associate

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        • CA
        • CT
        • FL
        • GA
        • IL
        • IN
        • MA
        • NC
        • NJ
        • NY
        • OH
        • 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
            tracey.keller@ubs.com
            Tracey Lynn Keith
            401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
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          Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

          Learn how you can get involved and make an impact through the UBS Optimus Foundation.

          The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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