Vice President–Wealth Management
Financial Advisor
Evan started his wealth management career at Merrill Lynch in 2011. He moved with his team to UBS in 2013 where he currently is responsible for client service, client acquisition, and business development. In addition, he also manages the team's web-based technology services and helps implement the team's investment management strategy.
Evan graduated from the University of North Florida in Jacksonville, FL where he received a Bachelor's degree in communications and advertising. He lives in Fort Lauderdale, Florida.
Education
Vice President–Wealth Management
Financial Advisor
Alex joined the UBS Private Wealth Management team in 2014. With a focus in comprehensive financial planning, Alex helps families and individuals determine their financial goals and develop strategies to achieve them. He is also responsible for client relationship management, business development, and executing the team’s investment management strategies.
Alex graduated from the University of Central Florida in Orlando, Florida where he received a bachelor’s degree in advertising and public relations. He lives in Fort Lauderdale, Florida.
Education
Senior Client Associate
Crystal joined UBS in 2013 with 19 years of experience in the financial services industry. She provides administrative support to the team with dedication and exceptional attention to detail. As a fully registered Senior Client Service Associate, Crystal is responsible for account maintenance, office operations, and providing clients with a high level of service. Crystal lives in Plantation.
Senior Client Associate
Kathy began her career in 1998 and joined UBS in 2013. She is a dedicated team member who provides administrative support in all phases of client service including relationship building, account maintenance, and office operations. Kathy manages the many details required to provide clients with a high level of service. She earned an associate's degree from Berkeley College and graduated from Touro College with a bachelor's degree in business administration. Kathy lives in Fort Lauderdale.
Education
Client Associate
Hampton joined the UBS Private Wealth Management team in 2022. Prior to joining UBS, Hampton worked at E*TRADE Securities as a Senior Associate. There, he developed a specialization for investment management, trading and client service. He is responsible for coordinating with the team on relationship management, business development and operations.
Hampton holds a Bachelor of Business Administration in Finance, Zarb School of Business, Hofstra University. As well as a Bachelor of Economics in Global Finance, Dongbei University of Finance and Economics. Hampton currently resides in Fort Lauderdale, Florida
Education