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More than 160 years
offering financial advice
Senior Vice President–Wealth Management
With over 30 years of experience in the financial industry, Ted joined UBS in 2009, after 17 years at Bank of America Private Bank as a Private Client Advisor. He has a built a strong reputation of being able to deliver personalized comprehensive wealth management solutions for high-net-worth clients. His hands-on approach, combined with extensive knowledge of market risk, allows him to deliver a client experience that separates him from his peers.
He provides his clients and their families with a wide array of wealth management solutions including asset allocation, performance monitoring, estate planning, philanthropic planning, and credit solutions.
Ted has served as President of the Red Cross of Martin County as well as served as a board member of The Boys and Girls Club of Martin County as well as the Boys and Girls Club of Palm Beach County. Ted enjoys boating, fishing, and golf in his spare time.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
With over 30 years of experience in the financial industry, Ted joined UBS in 2009, after 17 years at Bank of America Private Bank as a Private Client Advisor. He has a built a strong reputation of being able to deliver personalized comprehensive wealth management solutions for high-net-worth clients. His hands-on approach, combined with extensive knowledge of market risk, allows him to deliver a client experience that separates him from his peers.
He provides his clients and their families with a wide array of wealth management solutions including asset allocation, performance monitoring, estate planning, philanthropic planning, and credit solutions.
Ted has served as President of the Red Cross of Martin County as well as served as a board member of The Boys and Girls Club of Martin County as well as the Boys and Girls Club of Palm Beach County. Ted enjoys boating, fishing, and golf in his spare time.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
An overview of philanthropic strategies and their impact to help you evaluate different options.
More than 160 years
offering financial advice
Global leader
UBS is a leading and truly global wealth manager
$6 trn
UBS Group invested assets
As of 12/31/2024
