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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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
Education
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
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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