Local focus. Global access.

One relationship. All of UBS.

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

Boardwalk ocean

Russell Robert "Rusty" Cappelen III

Financial Advisor

Rusty Cappelen is a financial advisor at UBS where he works on the Riomar Wealth Management Group with his father, also, Rusty Cappelen and their associate Diane Nelson.

Prior to joining UBS, Rusty owned a handful of small businesses and worked with a venture capital fund, which provided him with a great understanding of what business owners needs are when he is providing financial advice. Rusty and his team bring a holistic approach to financial advising, which encompasses investment planning, retirement planning and estate planning.

Rusty also spent the better part of 12 years working in real estate - from residential and commercial sales to leasing large national anchored shopping centers, as well as running a development company.

Rusty studied Philosophy and Commerce at the University of Central Florida and obtained his Associates of Arts degree from Indian River State College.


Personal & Community

  • Future Leaders Professional Advisors Council of the Indian River Community Foundation
  • Founders Charity Club of Indian River County
  • University Club of Orlando
Registered States:
  • 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 Central Florida
  • Associates of Arts , Indian River State College.
1701 Highway A1A
Suite 101
Vero Beach, FL 32963
  • (772) 234-7407

Email Me

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

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