Let's move forward. Together.

• 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
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WI
• WV
• WY

Melissa is a veteran financial advisor who has spent over 20 years honing her craft. Her fascination with finance started after she immigrated as an international college student from Sint Maarten. She attended a few Wall Street workshops and realized how much she liked capital markets. After completing her master’s in finance, she started in the UBS training program and later earned CFA^® and CAIA^® designations. Melissa always wants to learn, and this industry fits her desire to continually expand her knowledge. Melissa’s primary role on the team is that of investment strategist, providing clients with customized investment solutions.

Melissa believes in starting every relationship with an understanding of the client’s investment objectives and how that impacts their legacy. This not only creates a level of comfort, but also allows her to continue emphasizing their unique values and principles. Melissa builds strong relationships with her clients and is passionate about doing what’s right. She uses her years of investment experience to ensure that her clients’ investments are aligned with their goals without losing sight of good risk management. She is a collaborator and her clients appreciate her calming influence—especially during periods of market disruption. She aims to go above and beyond not only in offering investment advice, but also in helping clients express their ideals through their investments.

Experience
– Managing Director, UBS Private Wealth Management
– Managing Director and Senior Investment Strategist, Wells Fargo Private Bank
– Senior Portfolio Manager, US Trust Private Wealth Management
– Financial Advisor, UBS Financial Services Inc.

Life
– Melissa lives with her husband of over 20 years and their dog, Hank.
– She serves on the board of the Children’s Home Society and volunteers with the Women of Tomorrow Mentor & Scholarship Program.
– An avid runner who has completed numerous marathons, Melissa is also a certified yoga instructor.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Florida International University, Master’s in finance

• Portfolio Manager
• Chartered Alternative Investment Analyst®
• Chartered Financial Analyst®
• FINRA Series 7 & 66 licensed
• Variable annuities, life and health licenses

• AL
• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• IN
• MA
• MI
• NC
• NH
• NY
• OH
• OR
• PA
• RI
• TN
• VA
• VT
• WA

After moving to the US from Austria in 2000, Doris thrived in the client-facing and advisory aspects of the business. She decided to become fully licensed and study for the CERTIFIED FINANCIAL PLANNER certification. From there, she delved into the many facets of wealth management. Through the years, she has evolved into a well-rounded advisor, capable of delivering a superior client experience. She is passionate about seeing her clients grow in their endeavors and giving them confidence that their financial affairs are in order and being handled with care.

Today, clients value Doris not only for her knowledge and experience, but also for her willingness to listen deeply. She aims to have thoughtful conversations around their life goals while also working with the next generation to keep the family values intact. It sends a clear message that she and her team are there for clients and their families, and are focused on both short-term and long-term goals. She believes that understanding the complete financial picture and family dynamics is critical to providing sound advice and addressing decisions that affect the near term as well as future generations.

Experience
– Managing Director, UBS Private Wealth Management
– Managing Director and Wealth Advisor, Wells Fargo Private Bank
– Private Banking Officer, Northern Trust

Life
– Born and raised in Graz, Austria, Doris became a dual citizen of Austria and the United States in 2009.
– Doris is fluent in both English and German, and speaks Spanish conversationally.
– She has engaged in nonprofits, including the United Way Women’s Leadership Council and Big Brothers Big Sisters of America.
– Doris has been supported Bike MS and Alexandra’s Angels, which fund multiple sclerosis research.
– From 2014 to 2020, she served on the board of the Commonwealth Institute (TCI) and was the governance chair from 2017 to 2020.
– An avid competitive equestrian and horse owner, Doris participates in show jumping and enjoys snowboarding and golf.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Private Wealth Advisor
• CERTIFIED FINANCIAL PLANNER®
• Series 7 and 66 securities licenses
• Variable annuities, life and health licenses

• CA
• CO
• CT
• FL
• MA
• ME
• MI
• NC
• NH
• NY
• RI
• TN
• VA
• WA

Kelly has been a trusted advisor to wealthy families for over 20 years. She prides herself on the long term personal relationships that she has developed with her clients over the years and especially enjoys building relationships with their children and grandchildren. As a CERTIFIED FINANCIAL PLANNER™, Kelly focuses on collaboration with internal and external partners to deliver a full spectrum of wealth management services including investment management, financial and retirement planning and trust and estate planning.  Her goal is to help her clients succeed financially and achieve the peace of mind that comes with knowing their financial matters are in order while being managed proactively.

Kelly enjoys giving back to her community. She is a Board Member of Fuller Center and Fuller Center Foundation in Boca Raton, FL, an organization dedicated to providing quality, early childhood education to under-resourced children. She was nominated as their 2019 Woman Volunteer of the Year. She is also a member of Impact 100 Palm Beach County. A native of Missouri and Texas, she has lived in Boca Raton for over 20 years. She enjoys traveling to see Women’s World Cup Soccer tournaments with her daughter, Emily, who currently attends Florida State University.

Experience
– Senior Vice President and Financial Advisor, UBS Wealth Management
– Senior Vice President and Wealth Advisor, Wells Fargo Private Bank

Life
– Born and raised in Missouri and Texas, Kelly has lived in Boca Raton for over 20 years.
– She is a Board Member of Fuller Center and Fuller Center Foundation in Boca Raton and is also
a member of Impact 100 Palm Beach County.
– She enjoys traveling to see Women’s World Cup Soccer tournaments with her daughter, Emily, who currently attends Florida State University.

• Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• AL
• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• IN
• MA
• MI
• NC
• NH
• NY
• OR
• PA
• RI
• TN
• VA
• VT
• WA

Jose is a seasoned advisor passionate about helping our clients pursue their dreams and exercise their values. Raised in Cuba and Panama and now based in South Florida, he holds a finance degree from Florida International University and an MBA from the University of Florida. He understands the value of hard work, resilience, and financial planning in pursuit of your goals and blends his passion for finance and service to help our clients make confident, informed decisions in an ever-changing financial world.

Jose works with clients at all levels of their financial picture and specializes in creating customized investment strategies that evolve with their goals over time—so clients can focus on living their lives with peace of mind. He forges lasting relationships to understand our clients’ unique goals and help them come to life. Whether you’re building wealth, planning for the future, or navigating an important transition, he is here to guide you with clarity, care, and confidence. Clients often commend Jose for his superior service, congenial disposition, and ethical approach to investing and advising.

Experience
– Senior Vice President, UBS Wealth Management
– Senior Investment Manager, Wells Fargo Private Bank
– Portfolio Management, BNY Mellon Wealth Management
– External Audit, Sharff Wittmer Kurtz Jackson and Diaz, P.A.

Life
– Jose lives in Miami with his wife, Melissa, and their dog, Brie
– He is fluent in English and Spanish
– He sits on the board of the FIU Young Alumni and Christopher Columbus High School’s Alumni Committee
– He is a past member of LINC Miami, benefiting the United Way of Miami-Dade, and serves other causes centered around youth mentoring
– Jose enjoys traveling, staying active, and spending time with family and friends

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• MA
• ME
• MI
• NC
• NH
• NY
• OR
• PA
• RI
• TN
• UT
• VA
• VT
• WA

Lisa focuses on all aspects of client interactions with the team. She is extremely detail oriented while overseeing complicated operational responsibilities, and is passionate about delivering the best possible client experience. Lisa works diligently with the team's clients, CPAs and attorneys to ensure seamless communication and superior client service.

With more than 35 years of experience in the financial services industry, Lisa brings a wealth of knowledge and understanding of the financial markets to the team. Her prior experiences include Operations Manager for Advest and Shearson Lehman American Express, Manager's Assistant at E.F. Hutton and in several senior associate positions, most recently Assistant Vice President at Barclays/Lehman Brothers. Lisa was awarded UBS' Service Excellence Award in 2017, recognized for her outstanding efforts in her commitment to providing clients with the absolute best wealth management experience available.

Lisa lives in Boynton Beach and enjoys reading, cooking, baking and spending time with her husband, three sons, and two Dalmatians.

• 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
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WI
• WV
• WY

Kylie brings a wealth of experience and dedication to our team, ensuring an exceptional client experience with valuable investment insights. Her commitment to clear communication and personalized service is evident as she assists our team in developing and constructing investment portfolios and financial planning strategies, allowing clients to have confidence in their financial future.

Kylie excels in providing specialized solutions for family office and institutional clients, aligning their investments with their philanthropic interests and mission.

A graduate of the University of Miami, Kylie has spent her entire career at UBS. She is passionate about recruiting junior talent and actively participates in the Tomorrow’s Talent mentorship program, guiding freshmen and sophomores through the job application process. Additionally, she is involved in career fairs and intern recruitment activities for UBS.

Furthermore, Kylie is currently studying to pursue the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, adding to her impressive qualifications.

• B.S. Finance & Business Law – University of Miami

• FINRA Series 7 & 66 licensed

Aixdelle has a Bachelor’s degree in  Business Administration and Management from Miami Dade College and studied psychology at Florida International University. Aixdelle is readily available to clients for all their questions, concerns and needs. If there is something she can do to help the team’s clients, she will get it done, no matter what the obstacles. It is her mission to make sure clients feel both heard and understood which results in ease of doing business with us.

As a Panama native, who was raised in Florida from a very young age, she loves to go visit Panama City whenever possible. Aixdelle grew up in the world of performing arts and has over 20 years of theatrical and competitive dance experience. A few of her favorite hobbies include reading, cooking, dancing and watching sports. Most of all watching football and cheering for her beloved Miami Dolphins.