Lasting relationships. For all that matters

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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
          brad.ross@ubs.com
          Bradley Ross
          401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
        • Gregory Groves

          Gregory Alan Groves Jr.

          Wealth Strategy Associate

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          • AZ
          • FL
          • GA
          • MA
          • MD
          • 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
                gregory.groves@ubs.com
                Gregory Alan Groves Jr.
                401 East Las Olas Boulevard,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
                        sharon.miller@ubs.com
                        Sharon Miller-Mattry
                        401 East Las Olas Boulevard,Fort Lauderdale,FL,33301

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                      Global Wealth Report 2024

                      Crafted wealth intelligence

                      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                      Gain additional insights into the trends shaping wealth in the US and around the world.

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                      As of 03/31/2024

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