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Your time and efforts reflect your core beliefs. Your organization and its donors give back to the community. And now, through sustainable and responsible investing practices, your contributions can reflect those same values.

Investments that meet environmental, social and governance (ESG) criteria have become one of the most significant trends in the financial world. The Sustainable Trends Group–led by Paul Walker and Richard Suss–has the expertise, capabilities and open architecture to help our clients align their financial assets with their personal and philanthropic ESG goals.

Specialized research focusing on a range of ESG issues
Portfolio construction to include ESG investments which fit within investment policy guidelines
Board and donor or patron education

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Richard Suss Profile Photo

    Richard A. Suss, CFP

    Executive Director

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    • AK
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    Richard Suss is an Executive Director of UBS Wealth Management Americas, and the downtown Miami Branch Manager.  Since joining UBS in 2000, he has achieved various leadership roles throughout South Florida.  He has served on UBS Leadership Council (2010, 2013, 2014, 2016, 2017, 2019) and twice has been named UBS Branch Manager of the Year (2013, 2015).  With over 30 years of wealth management and banking experience in South Florida, Richard brings experience and understanding to the domestic and international clients we serve. 

    Richard and his team, Biscayne Wealth Management, have been together since 2013.  Their advisory practice is focused on asset management, estate and financial planning, and the business banking needs of entrepreneurs.  Richard also specializes in not-for profit organizations as an Endowment and Foundations Consultant for UBS.  He provides insight and advice to investment committees and governing bodies of diverse not-for-profit clients—foundations, endowments, institutions and associations—to help them navigate their fiduciary challenges with greater confidence and ease. 

    In his community, Richard serves the Board of Broward College Foundation (Honorary), University of Florida's Parent & Family Philanthropy Council, UF Pi Kappa Alpha Alumni Board, and the Centered Heart Foundation.

    Richard is a graduate of the Warrington Business School at the University of Florida, having earned a B.S. degree in Business Administration, and was honored with selection into the prestigious leadership honorary, Florida Blue Key.  Also, he completed the Certified Financial Planning Program at Barry University and has been a Certified Financial Planner since 2006.

    Personal & Community

    • Sustainable Trends Group
    • Broward College Foundation (Honorary)
    • University of Florida Parent & Family Leadership Council
    • University of Florida Pi Kappa Alpha Alumni Advisory Board
    • Centered Heart Foundation

      • Warrington Business School at the University of Florida, B.S. degree in Business Administration
      • CERTIFIED FINANCIAL PLANNER™
      • Endowment & Foundation Consultant
      100 SE 2nd Street
      Suite 2500
      Miami, FL 33131
    • Mr. Schwartz

      Barry Schwartz

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
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      Barry is a 40-year veteran of the financial services industry and joined UBS in 2013.  From his experience helping wealthy multi-generational families, entrepreneurs, corporate executives, and business owners over the years, Barry has developed a deep and varied expertise across all areas of wealth management that enables him to deliver pragmatic, proven advice for his clients' unique financial needs and goals.  He also has an extensive background in qualified corporate retirement plans, having built a national 401k practice which he ultimately sold to Nationwide Insurance.

      Barry uses a disciplined, yet intuitive approach to Wealth Management, with a keen focus on delivering sound solutions and strategies that preserve assets while creating growth opportunities.  He enjoys building fulfilling relationships with his clients, and looks forward to his interactions with them every day.  Barry takes great pride in his ability to add value to his clients' lives by maintaining a high standard of support, collaboration, and knowledge in every one of his relationships.

      Barry is a graduate of the University of Cincinnati, majoring in Economics.  He has been married for 47 years and has two grown children and three grandchildren.  He is very dedicated to supporting his community.  Barry is a Past President of Temple Judea in Coral Gables, and has served as the Vice-Chairman of the Board of Trustees of Friends of WLRN, Inc., Treasurer of the Alpha Epsilon Pi Foundation and past President of the Alpha Epsilon Pi Fraternity.  He currently serves on the Community Advisory Board for radio/TV of the Miami-Dade Public School system, and the Board of Trustees of Hillel for Palm Beach/Broward Counties.  A Viet-Nam era Veteran of the U.S. Coast Guard, Barry also has a Commercial pilot's license.

            100 SE 2nd Street
            Suite 2400
            Miami, FL 33131
          • Luz A. Gil - Profile Photo

            Luz A. Gil

            Client Associate

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              Luz Gil is a Registered Branch Office Administrator with UBS Financial Services in Miami, Florida. As BOA, she works with both the Management Team and Financial Advisors. Luz develops, maintains, and executes various strategies to provide operational support to clients from both a management and administrative perspective.

                    100 SE 2nd Street
                    Suite 2500
                    Miami, FL 33131
                  • Avi Photo

                    Avrum Gutis

                    Team Administrator

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                    Avi has been working in the financial services industry since 2005 and joined UBS in 2019.  He is highly motivated and detail-oriented, with a demonstrated track record of experience in asset management, investment account management, trade coordination, daily cash flows and rebalances, records administration, and client services. As the Team Administrator for Biscayne Wealth Management, Avi’s background is invaluable in communicating with our clients, implementing portfolio strategies, as well as coordinating with the UBS operations team. His previous industry experience includes: Kayne Andersen, NWQ and Merrill Lynch.

                    Avi is a graduate of California State University at Northridge, majoring in Political Science.  He is married and has three young children. Avi holds a Series 7, 66, 9/10 securities registration as well as being licensed for life and health insurance and variable annuities.

                          100 SE 2nd Street
                          Suite 2500
                          Miami, FL 33131

                        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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