Global access. Strategic solutions.

Private Wealth Management

[PWM] Madrid, Spain

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Susan "Sue" Bordash

Senior Vice President–Wealth Management

Sue Bordash began a career in Private Wealth with Morgan Stanley in 1979 after obtaining a degree in Management. For over 30 years, she has helped Ultra-High Net Worth clients manage the accumulation, preservation and transfer of their wealth. Sue is experienced in all aspects of wealth planning, investment advisory, trusts and estate planning, as well as liability management. Sue has specific expertise in evaluating and creating investment strategies, particularly with regard to alternative investments, concentrated equity and structured products.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • MA
  • MD
  • NH
  • NJ
  • NY
  • OH
  • OR
  • TN

  • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

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

750 Washington Blvd
11th Floor
Stamford, CT 06901
  • (203) 705-4240

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Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

Executive decisions

Executive decisions

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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