$5.9+ trn
UBS Group invested assets
As of 06/30/2024
As a team, we understand that listening to our clients is one of the most important things we do. We want to capture the big picture, beginning with learning about your specific goals and family aspirations, followed by a greater understanding of your assets. This provides us with a holistic framework for identifying the best solutions and offering ongoing guidance. In everything we do, our approach is collaborative, which forms the basis for a trusting and loyal relationship that’s designed to put you at ease.
We are a principled planning team with strong values and the rigor and discipline to back them up. That, combined with our experience and deep knowledge of the industry, leads to lasting relationships with our clients. We strive to be the calming voice of reason at all times, and we’re there to support you with advice and guidance on everything from managing the family dynamics to tackling important financial decisions. In working to reduce the complexities and offer diverse perspectives, our team seeks to demonstrate that we always have your best interests in mind.
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
Life
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
Life
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
Life
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.
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.
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
Life
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
Life
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
Life
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.
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.
What are the causes you are passionate about? Whatever your objectives, we can help you explore new and innovative ways to make a positive impact on the world. Through our network and the UBS Family Advisory and Philanthropy Services, we’ll work with you and family members to help provide education on philanthropy, practical solutions and tax-efficient investment strategies for creating a meaningful and lasting legacy.
We help empower employees at all ages and income levels to build healthy financial habits and improve their relationship with their money, so they can take more control of their financial future. Our dedicated team of financial professionals provide guidance to help employees through the complexities of their finances, so everyone feels more engaged, productive and rewarded at work.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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