Retire confidently

Plan today, for tomorrow

Syndie T. Levien, CFP, CEPA

First Vice President–Wealth Management

Financial Advisor

It’s easier to make the "right decisions" when you’re guided by comprehensive professional advice you can trust and a personalized consultative process focused on what matters most to you. This begins with a conversation. Our initial meeting leads with a full discovery to fully understand you, those close to you, your current and future wants and wishes. Our wealth management approach includes a diagnostic of your current situation, our suitable recommendations for moving forward and introduces you to our overall fully integrated, strategic financial planning approach. Proper holistic individualized planning conveys to our client's understanding an intelligent, strategic, and efficient means to save, borrow and access their assets with confidence and uncover opportunities many advisors overlook.

We partner with you and your advisors combining UBS's internal and external intellectual capital partners including our global investment, bank and lending, trust, and advance planning services. We organize your records, provide portfolio performance analysis, risk evaluation, asset allocation, portfolio monitoring and rebalancing. Our advanced planning strategies focus on high net-worth individuals and families needs of wealth enhancement, wealth transfer, wealth protection and charitable giving. Let us talk with you and your professionals to help you maximize your portfolio after-tax return.

Registered States:
  • AL
  • CO
  • CT
  • FL
  • GA
  • IL
  • LA
  • MD
  • MI
  • NC
  • NJ
  • NY
  • OH
  • PA
  • RI
  • SC
  • VA

Education

  • Bachelors of Science, Rollins College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor
  • Senior Portfolio Manager

Custom portfolios
Financial planning
Exit planning
Retirement planning
Long-term care planning
Sustainable investing
Women investors
Business Owners
3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410
  • (561) 776-2549

Email Me

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Milagros Millie Espinoza Profile Photo

    Milagros "Millie" Espinoza

    Client Associate

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • KY
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NM
    • NY
    • OH
    • PA
    • RI
    • SC
    • TX
    • VA
    • WV

    Millie grew up in Connecticut and proudly served in the U.S. Army before entering the financial services industry. Her extensive training in municipal bonds and wealth management administration, including direct administrative responsibility working with international clients, has spanned over 39 years. She is FINRA registered and holds a Series 7 and 63 Securities license. As a client-focus advocate, Millie specializes in high quality, efficient client service and communications. She goes that extra mile way to understand our clients' administrative needs and concerns. For her commitment to our clients and their banking needs, Mille is recognized as a UBS CSA 2016 Banking Champion. She resides in West Palm Beach, FL with her spouse of 39 years and daughter. Always smiling, Millie loves playing soccer and dancing.

          3801 PGA Boulevard
          10th Floor
          Palm Beach Gardens, FL 33410
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          Joseph Guerrero, CEPA

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • DE
          • FL
          • GA
          • NC
          • NJ
          • NY
          • SC
          • TN
          • TX
          • VT

          It’s easier to make the right decisions when you’re guided by advice you can trust—advice that’s focused on what matters most to you.

          That’s why my first priority is to talk with you about your personal and professional financial goals. And I’ll maintain that open dialogue so that the course of action we decide on is relevant and reflects your life and circumstances today, but also looks strategically toward the future.

          I will partner with you to create a fully integrated plan for managing your wealth. Backed by the broadest selection of resources from within UBS and our external partners, I will help you explore opportunities to grow and protect your wealth and prepare for any potential obstacles as we work together over time.

            • The University of Florida, Bachelor of Science in Business Administration
            • Portfolio Manager
            3801 PGA Boulevard
            10th Floor
            Palm Beach Gardens, FL 33410

          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.

          woman telescope

          Selling your business: Proceed with passion

          UBS Business Transition Services can help unlock the possibilities

          Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

          Retirement planning

          Retirement planning

          Multigenerational wealth planning

          Multigenerational wealth planning

          Business transition and succession planning

          Business transition and succession planning

          Backed by the strength of UBS

          A global leader in wealth management

          #1

          ESG/Impact Investing

          Euromoney Private Banking and Wealth Management Survey, 2015-2022

          #1

          Serving Business Owners

          Euromoney Private Banking and Wealth Management Survey, 2020

          #1

          Serving the next generation

          Euromoney Private Banking and Wealth Management Survey, 2020-2022

          Insights

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