Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Russell "Rusty" Cappelen, Jr.

Senior Vice President–Wealth Management

Financial Advisor

Rusty started his career in 1984 as a Financial Advisor with Merrill Lynch. He served as the Assistant Branch Manager of the Prudential Securities Vero Beach office until he transferred to UBS in 1999, where he again served as the Assistant Branch Manager until 2010 when he was named Branch Manager for the Vero Beach office. He holds the Series 3, 7, 8, 63 and 65 securities licenses, as well at the Florida Life, Health and Variable Annuity insurance license. He is a graduate of the University of Florida and a lifelong resident of Vero Beach. He and his wife Franny have three sons, one of whom recently joined him in the business and works with him as a junior partner at UBS, one granddaughter and one grandson.


Personal & Community

  • Married to Franny since 1976
  • Three sons: Rusty, Ryan and Steve
  • One granddaughter: Charlotte "Charlie" Victoria
  • Lifelong Vero Beach resident
  • One grandson: Russell R. Cappelen, II
Registered States:
  • AL
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WI

Education

  • University of Florida
1701 Highway A1A
Suite 101
Vero Beach, FL 32963
  • (772) 234-7010

Email Me

The circular economy: What is it?

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

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