Senior Vice President–Wealth Management
Financial Advisor
Stephen Schaefer is one of the few native Floridians, born and raised in Miami. He attended the University of Miami, where he earned a bachelor's degree in Biology and Chemistry and a master's degree in Business Administration. Mr. Schaefer began his career in the financial services industry during one of the equity market's most tumultuous months on record—and over the past 27 years; he has helped clients manage their wealth through prosperous times as well as downturns. He joined UBS in 2013 after 26 years with Morgan Stanley/Smith Barney. As a Private Wealth Advisor, he emphasize asset allocation and total portfolio management with a focus on Estate Planning, retirement income planning, and structures for charitable giving. He also assists clients with education funding.
His FINRA-registered licenses include the Series 7 and 63 securities licenses as well as licenses for life, and variable annuities.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Stephen Schaefer is one of the few native Floridians, born and raised in Miami. He attended the University of Miami, where he earned a bachelor's degree in Biology and Chemistry and a master's degree in Business Administration. Mr. Schaefer began his career in the financial services industry during one of the equity market's most tumultuous months on record—and over the past 27 years; he has helped clients manage their wealth through prosperous times as well as downturns. He joined UBS in 2013 after 26 years with Morgan Stanley/Smith Barney. As a Private Wealth Advisor, he emphasize asset allocation and total portfolio management with a focus on Estate Planning, retirement income planning, and structures for charitable giving. He also assists clients with education funding.
His FINRA-registered licenses include the Series 7 and 63 securities licenses as well as licenses for life, and variable annuities.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Hiromi Hanamura is a Financial Advisor and the Vice President of Wealth Management at UBS Financial Services, Inc. in Coral Gables, FL. She graduated Florida International University with a degree in Literary Arts and was able to pursue her passion for financial services upon graduation. With over 15 years of experience in the industry, she prides herself on maintaining the standards of the Code of Ethics and Professional Responsibility adopted by the Certified Financial Planner Board of Standards, Inc. For Ms. Hanamura, her client's interests always come before her own.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Hiromi Hanamura is a Financial Advisor and the Vice President of Wealth Management at UBS Financial Services, Inc. in Coral Gables, FL. She graduated Florida International University with a degree in Literary Arts and was able to pursue her passion for financial services upon graduation. With over 15 years of experience in the industry, she prides herself on maintaining the standards of the Code of Ethics and Professional Responsibility adopted by the Certified Financial Planner Board of Standards, Inc. For Ms. Hanamura, her client's interests always come before her own.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Client Associate
Education
Client Associate
Education
Financial Advisor
Education
Financial Advisor
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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