Global access. Strategic solutions.

Private Wealth Management

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.

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Robert Harrigan, CFA

Senior Vice President–Wealth Management
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- IL
- MA
- MI
- MN
- MO
- NJ
- NY
- OR
- PA
- SC
- TX
- VA
- WA
Robert is a seasoned and committed wealth management professional with over 40 years of experience in the financial services industry. For the last 30 years Bob has focused on providing customized investment management solutions to wealthy individuals and their families.

Bob started his career with the Connecticut Bank and Trust Company where he was the Chief Investment Officer of the Private Bank when he left in 1990 to join the Chase Manhattan Bank. In 1997, Bob was named the Chief Investment Officer of Chase's Global Private Bank where he worked until 2002. Robert founded a wealth management team at Merrill Lynch in 2003 with the vision of delivering elite wealth management services to a select group of clients. After ten years the team moved to the Private Wealth Management division of UBS in 2013.

Bob has held the Chartered Financial Analyst® (CFA) designation since 1989. He is a graduate of the University of Connecticut with a degree in mathematics and he earned an MBA in finance from the University of Hartford. Bob serves on the board of the Broward Performing Arts Foundation in Ft Lauderdale. Originally from Connecticut, Bob and his family moved to Florida in 1990 and he and his wife, Cindy, currently reside in Parkland.
- University of Connecticut, Mathematics
- University of Hartford, MBA in Finance
- Chartered Financial Analyst®
- Private Wealth Advisor
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
Evan Harrigan

Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- MA
- MI
- MN
- MO
- NY
- OR
- PA
- SC
- TX
- VA
- WA
Evan started his wealth management career at Merrill Lynch in 2011. He moved with his team to UBS in 2013 where he currently is responsible for client service, client acquisition, and business development. In addition, he also manages the team's web-based technology services and helps implement the team's investment management strategy.

Evan graduated from the University of North Florida in Jacksonville, FL where he received a Bachelor's degree in communications and advertising. He lives in Fort Lauderdale, Florida.
- University of North Florida, Bachelor's Degree in Communications & Advertising
- Portfolio Manager
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
Alex Harrigan

Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- MA
- MI
- MN
- MO
- NY
- OR
- PA
- SC
- TX
- VA
- WA
Alex joined the UBS Private Wealth Management team in 2014. With a focus in comprehensive financial planning, Alex helps families and individuals determine their financial goals and develop strategies to achieve them. He is also responsible for client relationship management, business development, and executing the team’s investment management strategies.

Alex graduated from the University of Central Florida in Orlando, Florida where he received a bachelor’s degree in advertising and public relations. He lives in Fort Lauderdale, Florida.
- University of Central Florida, Advertising and Public Relations
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
Crystal Burls

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MI
- MN
- MO
- NC
- NJ
- NY
- PA
- RI
- SC
- WI
Crystal joined UBS in 2013 with 19 years of experience in the financial services industry. She provides administrative support to the team with dedication and exceptional attention to detail. As a fully registered Senior Client Service Associate, Crystal is responsible for account maintenance, office operations, and providing clients with a high level of service. Crystal lives in Plantation, Florida.
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
Katiria Rodriguez

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- MA
- MI
- MN
- MO
- NC
- NJ
- NY
- PA
- RI
- SC
- WI
Kathy began her career in 1998 and joined UBS in 2013. She is a dedicated team member who provides administrative support in all phases of client service including relationship building, account maintenance, and office operations. Kathy manages the many details required to provide clients with a high level of service. She earned an associate's degree from Berkeley College and graduated from Touro College with a bachelor's degree in business administration. Kathy lives in Fort Lauderdale.
- Berkeley College, Associate's Degree
- Touro College, Business Administration
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
Hampton Moye

Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Hampton joined the UBS Private Wealth Management team in 2022. Prior to joining UBS, Hampton worked at E*TRADE Securities as a Senior Associate. There, he developed a specialization for investment management, trading and client service. He is responsible for coordinating with the team on relationship management, business development and operations.

Hampton holds a Bachelor of Business Administration in Finance, Zarb School of Business, Hofstra University. As well as a Bachelor of Economics in Global Finance, Dongbei University of Finance and Economics. Hampton currently resides in Fort Lauderdale, Florida
- Hofstra University, Bachelor of Business Administration
- Donbei University of Finance and Economics, Bachelor of Economics Global Finance
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301

Robert Harrigan, CFA

Senior Vice President–Wealth Management
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- IL
- MA
- MI
- MN
- MO
- NJ
- NY
- OR
- PA
- SC
- TX
- VA
- WA
Robert is a seasoned and committed wealth management professional with over 40 years of experience in the financial services industry. For the last 30 years Bob has focused on providing customized investment management solutions to wealthy individuals and their families.

Bob started his career with the Connecticut Bank and Trust Company where he was the Chief Investment Officer of the Private Bank when he left in 1990 to join the Chase Manhattan Bank. In 1997, Bob was named the Chief Investment Officer of Chase's Global Private Bank where he worked until 2002. Robert founded a wealth management team at Merrill Lynch in 2003 with the vision of delivering elite wealth management services to a select group of clients. After ten years the team moved to the Private Wealth Management division of UBS in 2013.

Bob has held the Chartered Financial Analyst® (CFA) designation since 1989. He is a graduate of the University of Connecticut with a degree in mathematics and he earned an MBA in finance from the University of Hartford. Bob serves on the board of the Broward Performing Arts Foundation in Ft Lauderdale. Originally from Connecticut, Bob and his family moved to Florida in 1990 and he and his wife, Cindy, currently reside in Parkland.
- University of Connecticut, Mathematics
- University of Hartford, MBA in Finance
- Chartered Financial Analyst®
- Private Wealth Advisor
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
Evan Harrigan

Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- MA
- MI
- MN
- MO
- NY
- OR
- PA
- SC
- TX
- VA
- WA
Evan started his wealth management career at Merrill Lynch in 2011. He moved with his team to UBS in 2013 where he currently is responsible for client service, client acquisition, and business development. In addition, he also manages the team's web-based technology services and helps implement the team's investment management strategy.

Evan graduated from the University of North Florida in Jacksonville, FL where he received a Bachelor's degree in communications and advertising. He lives in Fort Lauderdale, Florida.
- University of North Florida, Bachelor's Degree in Communications & Advertising
- Portfolio Manager
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
Alex Harrigan

Vice President–Wealth Management

Financial Advisor
View bio
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- MA
- MI
- MN
- MO
- NY
- OR
- PA
- SC
- TX
- VA
- WA
Alex joined the UBS Private Wealth Management team in 2014. With a focus in comprehensive financial planning, Alex helps families and individuals determine their financial goals and develop strategies to achieve them. He is also responsible for client relationship management, business development, and executing the team’s investment management strategies.

Alex graduated from the University of Central Florida in Orlando, Florida where he received a bachelor’s degree in advertising and public relations. He lives in Fort Lauderdale, Florida.
- University of Central Florida, Advertising and Public Relations
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
Crystal Burls

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- MA
- MI
- MN
- MO
- NC
- NJ
- NY
- PA
- RI
- SC
- WI
Crystal joined UBS in 2013 with 19 years of experience in the financial services industry. She provides administrative support to the team with dedication and exceptional attention to detail. As a fully registered Senior Client Service Associate, Crystal is responsible for account maintenance, office operations, and providing clients with a high level of service. Crystal lives in Plantation, Florida.
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
Katiria Rodriguez

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- MA
- MI
- MN
- MO
- NC
- NJ
- NY
- PA
- RI
- SC
- WI
Kathy began her career in 1998 and joined UBS in 2013. She is a dedicated team member who provides administrative support in all phases of client service including relationship building, account maintenance, and office operations. Kathy manages the many details required to provide clients with a high level of service. She earned an associate's degree from Berkeley College and graduated from Touro College with a bachelor's degree in business administration. Kathy lives in Fort Lauderdale.
- Berkeley College, Associate's Degree
- Touro College, Business Administration
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
Hampton Moye

Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Hampton joined the UBS Private Wealth Management team in 2022. Prior to joining UBS, Hampton worked at E*TRADE Securities as a Senior Associate. There, he developed a specialization for investment management, trading and client service. He is responsible for coordinating with the team on relationship management, business development and operations.

Hampton holds a Bachelor of Business Administration in Finance, Zarb School of Business, Hofstra University. As well as a Bachelor of Economics in Global Finance, Dongbei University of Finance and Economics. Hampton currently resides in Fort Lauderdale, Florida
- Hofstra University, Bachelor of Business Administration
- Donbei University of Finance and Economics, Bachelor of Economics Global Finance
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301

Wealth, from your point of view

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 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.}

Change your community. Change the world.

Executive decisions

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

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Global access. Strategic solutions.

Robert Harrigan, CFA

Evan Harrigan

Alex Harrigan

Crystal Burls

Katiria Rodriguez

Hampton Moye

Robert Harrigan, CFA

Evan Harrigan

Alex Harrigan

Crystal Burls

Katiria Rodriguez

Hampton Moye

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Wealth, from your point of view

Change your community. Change the world.

Executive decisions

Backed by the strength of UBS

A global leader in wealth management

Insights

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