Wealth advice that helps inspire confidence

Generational Family on Beach

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.

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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.

  • Marty

    Martin Norcini

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • DC
    • FL
    • GA
    • IL
    • MA
    • ME
    • MN
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA

    My financial services career began in 1988 with Smith Barney followed by four years at Prudential Securities. After nearly sixteen years at Oppenheimer & Co. I joined UBS in 2013. I served four years in the United States Air Force prior to receiving a B.S. degree in Engineering Science from Pennsylvania State University. This prepared me well for the mathematical tools and analytics used in portfolio management.

    In 2002 I completed the Certified Investment Management Analyst (CIMA) curriculum at the University of Pennsylvania Wharton School and am certified as an Accredited Investment Fiduciary (AIF) by Fi360. Both certifications mark a commitment to ethical and fiduciary excellence. I'm FINRA registered and the securities licenses I hold include the Series 3, 7, 63, and 65 Licenses in addition to Life, Health, and Annuity Insurance Licenses.

    My motto is simple. It takes years to gain someone's trust, but only seconds to lose it. I engender trust with clients by educating them on a broad range of investment products, by being transparent on how an investment solution was determined, and encouraging them to become engaged in their own wealth management. With this mutual understanding, I ensure that clients have both realistic expectations and an understanding of the risks and rewards inherent in their investments. At the core of my wealth management philosophy is that "all roads lead to retirement". By utilizing both short and long-term financial planning strategies, my goal is to provide my clients with a roadmap to a worry free lifestyle.

      • Pennsylvania State University, B.S. degree in Engineering Science
      • Portfolio Manager
      100 SE 2nd Street
      Suite 2500
      Miami, FL 33131
    • Bertha

      Bertha Ceballos

      Client Associate

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        Bertha is an industry veteran with years of experience in the financial services operations, client service and compliance. She began her financial career at Bank of America’s Private Bank working with ultra-high net worth clients. Prior to working in finance, Bertha was a paralegal at a private law firm.

         In her role as a Client Service Associate on our team, Bertha is responsible for overseeing client relations and ensuring the proper execution of administrative processes.  She will be able to assist you with many service areas, including account setup and maintenance, cash management and reconciliation, online account access and much more.  

        Bertha was born and raised in Miami to Cuban and Honduran parents and enjoys learning about different cultures. In 2016 she began her solo travel adventures and has been to over 16 countries her favorites being Italy and Switzerland.

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

              Marcelo Norcini

              Client Associate

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                Marcelo joined UBS in 2023 as a Client Service Associate. He graduated from the U.S. Naval Academy in Annapolis, MD, where he obtained a B.S. in Systems Engineering. After graduation, he served as a naval officer for five years in San Diego, CA, Sasebo, Japan, and Norfolk, VA. His service directly transfers to his role with UBS; he is committed to providing outstanding client and administrative support with the highest level of professionalism and attention to detail. He looks forward to assisting the team in developing investment solutions that align with your financial goals.

                      100 SE 2nd Street
                      Suite 2500
                      Miami, FL 33131

                    A focus on personalized access and service

                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                    For your financial well-being

                    Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

                    We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.


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