Retirement planning. It's about time.

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Couple surfboards

Sumaya Musa

First Vice President–Wealth Management

Financial Advisor

I began my career in one of the market's most prosperous years and over the past two decades I have helped clients manage their wealth through good times and bad. I joined UBS in 2007 after more than 15 years at Smith Barney and prior tenures at Citigroup. Many of my clients are Latinos who have successfully transitioned to life in the United States, as I have. With all of my clients I emphasize proper asset allocation, total portfolio management, and the importance of education funding and estate planning.

I am a FINRA-registered financial advisor and hold Series 7 and 66 licenses as well as life insurance and variable annuities licenses. Additionally, I hold an MBA in Marketing and Finance from the Inter American University of Puerto Rico. These are essential tools that help me serve my clients more fully and help them develop plans to achieve their financial objectives and individual wealth management needs.

With many years of experience in the financial industry, I'm committed to helping address the unique financial challenges and opportunities of professional women, healthcare professionals and Latinos transitioning to life in America. After extensive listening and getting to know and understand each client, I design personalized investment plans that help my clients make more confident financial decisions for today and for the future.

Registered States:
  • FL
  • IA
  • MA
  • MD
  • NY
  • PR
  • VA
  • WA

Education

  • MBA in Marketing and Finance, Inter American University of Puerto Rico
18851 NE 29th Avenue
11th Floor
Aventura, FL 33180
  • (305) 682-4609

Email Me

Focus on liquidity management

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights