Lasting relationships. For all that matters

Retirement couple holding surfboards

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Couple at the shore

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.

  • Bradley Ross

    Bradley Ross

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WV

    Brad began his career in the financial services industry in 1984. He currently holds series 7, 65 and insurance professional certifications. He has over 27 years of professional experience as a Financial Advisor and is a member of the Retirement Plan Consulting Services program at UBS.

          401 East Las Olas Boulevard
          Suite 2300
          Fort Lauderdale, FL 33301
        • Gregory Groves

          Gregory Alan Groves Jr.

          Client Associate

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          • FL
          • GA
          • KY
          • MA
          • MD
          • MT
          • NJ
          • SC
          • UT
          • WV

          Greg began his career in the financial services industry in 2012. He earned his M.B.A. with a concentration in finance from Nova Southeastern University. Greg's main responsibilities within the team include business development, retirement plan platform and investment analysis, and client relationship management. He currently holds Series 7 and 66 securities registrations.

                401 East Las Olas Boulevard
                Suite 2300
                Fort Lauderdale, FL 33301
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                Sharon Miller-Mattry

                Senior Client Associate

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                  Sharon joined the Ross Group in 2014 and brings 18 years of experience in the financial services industry to the team. Sharon is responsible for account maintenance, relationship building and providing clients with a high level of service. Sharon resides in Miami, FL with her Husband, and other extended family members.

                        401 East Las Olas Boulevard
                        Suite 2300
                        Fort Lauderdale, FL 33301

                      The circular economy: What is it?

                      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