Zachary Sobel
View FINRA BrokerCheck informationContact us

Stewardship for generations

Private Wealth Management

Zachary Sobel

Private Wealth Management

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Start the conversation
[PWM] UBS Lobby - Keys

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.

  • image

    Zachary Sobel, CRPC

    Senior Vice President–Wealth Management

    Chartered Retirement Planning Counselor

    • image
    • image
    View bio Industry recognition
    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NM
    • NY
    • OH
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA

    With over 16 years experience in the financial industry, Zach brings a distinctive financial perspective to his clients.  Recognized as Forbes Best-In-State Advisors (2022 - 2024), Zach has helped guide his clients through complex financial landscapes by delivering tailored investment strategies, retirement planning solutions, and strategic financial guidance. 

    The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

    Zach’s client-first approach includes a strong emphasis on personalization and tax optimization, and his holistic approach is designed to meet his clients needs today and preserve long-term value for their future.  

    A lifelong learner with a strong academic background, Zach holds an MBA from the University of North Carolina at Chapel Hill and earned a BBA with a triple major from the University of Wisconsin-Madison. First licensed back in 2000, he worked as an institutional trader before transitioning into wealth management.

    For nearly two decades, Zach has called Jupiter, Florida home, where he lives with his wife, Irina, a CRNA who holds a master’s in anesthesia, and their three children, 10 year old twins Sophia & Liam, and 8 year old Nina. Outside of work, Zach is an avid sports enthusiast with a lifelong passion for the game of tennis.

    For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

    • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of North Carolina - Chapel HIll, MBA
    • University of Wisconsin - Madison, BBA
    • Chartered Retirement Planning Counselor
    • Senior Portfolio Manager
    3801 PGA Boulevard
    Suite 1000
    Palm Beach Gardens, FL 33410
    zachary.sobel@ubs.com
    Zachary Sobel, CRPC
    3801 PGA Boulevard,Palm Beach Gardens,FL,33410
  • image

    Amy Tamblyn

    Senior Registered Client Associate

    • image
    • image
    View bio
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Amy is a dedicated Senior Client Service Associate, bringing over 23 years of experience in the wealth management industry.  She is fully licensed, and provides comprehensive support to advisors and clients ensuring  the highest level of client service and operational excellence.   Amy understands the complexities of the financial industry, and is committed to continuous learning, even sharing her expertise with Client Associate colleagues as a trainer and coach in her former role. 

    Known for her attention to detail, proactive communication, and commitment to client satisfaction, Amy plays a vital role in fostering long-term relationships and providing a positive client experience.  She understands that each clients’ needs are uniquely complex, and she takes time to differentiate support for each relationship.

    Amy’s passion for financial services is matched only by her deep commitment to family. She has two children and five grandchildren, with one more on the way. Outside of work, Amy enjoys spending time with friends and family and embracing the importance of both financial and personal well-being.

          3801 PGA Boulevard
          Suite 1000
          Palm Beach Gardens, FL 33410
          amy.tamblyn@ubs.com
          Amy Tamblyn
          3801 PGA Boulevard,Palm Beach Gardens,FL,33410
        • image

          Zachary Sobel, CRPC

          Senior Vice President–Wealth Management

          Chartered Retirement Planning Counselor

          • image
          • image
          View bio Industry recognition
          • AK
          • AR
          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • MI
          • NC
          • NJ
          • NM
          • NY
          • OH
          • PA
          • RI
          • SC
          • TX
          • UT
          • VA
          • VT
          • WA

          With over 16 years experience in the financial industry, Zach brings a distinctive financial perspective to his clients.  Recognized as Forbes Best-In-State Advisors (2022 - 2024), Zach has helped guide his clients through complex financial landscapes by delivering tailored investment strategies, retirement planning solutions, and strategic financial guidance. 

          The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

          Zach’s client-first approach includes a strong emphasis on personalization and tax optimization, and his holistic approach is designed to meet his clients needs today and preserve long-term value for their future.  

          A lifelong learner with a strong academic background, Zach holds an MBA from the University of North Carolina at Chapel Hill and earned a BBA with a triple major from the University of Wisconsin-Madison. First licensed back in 2000, he worked as an institutional trader before transitioning into wealth management.

          For nearly two decades, Zach has called Jupiter, Florida home, where he lives with his wife, Irina, a CRNA who holds a master’s in anesthesia, and their three children, 10 year old twins Sophia & Liam, and 8 year old Nina. Outside of work, Zach is an avid sports enthusiast with a lifelong passion for the game of tennis.

          For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

          • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

          • University of North Carolina - Chapel HIll, MBA
          • University of Wisconsin - Madison, BBA
          • Chartered Retirement Planning Counselor
          • Senior Portfolio Manager
          3801 PGA Boulevard
          Suite 1000
          Palm Beach Gardens, FL 33410
          zachary.sobel@ubs.com
          Zachary Sobel, CRPC
          3801 PGA Boulevard,Palm Beach Gardens,FL,33410
        • image

          Amy Tamblyn

          Senior Registered Client Associate

          • image
          • image
          View bio
          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MS
          • MT
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI
          • WV
          • WY

          Amy is a dedicated Senior Client Service Associate, bringing over 23 years of experience in the wealth management industry.  She is fully licensed, and provides comprehensive support to advisors and clients ensuring  the highest level of client service and operational excellence.   Amy understands the complexities of the financial industry, and is committed to continuous learning, even sharing her expertise with Client Associate colleagues as a trainer and coach in her former role. 

          Known for her attention to detail, proactive communication, and commitment to client satisfaction, Amy plays a vital role in fostering long-term relationships and providing a positive client experience.  She understands that each clients’ needs are uniquely complex, and she takes time to differentiate support for each relationship.

          Amy’s passion for financial services is matched only by her deep commitment to family. She has two children and five grandchildren, with one more on the way. Outside of work, Amy enjoys spending time with friends and family and embracing the importance of both financial and personal well-being.

                3801 PGA Boulevard
                Suite 1000
                Palm Beach Gardens, FL 33410
                amy.tamblyn@ubs.com
                Amy Tamblyn
                3801 PGA Boulevard,Palm Beach Gardens,FL,33410

              Delivering opportunity through collaboration

              UBS Private Wealth Management
              Specialized centers of excellence provide you and your family with the expertise that is most relevant to your wealth and goals. Their insights focus on broad themes and trends as well as successful tactical ideas and strategies.

              Capabilities for any situation

              UBS resources

              Capabilities for any situation

              UBS resources

              • Global resources of UBS are available to support you in just about any aspect of your financial lives

              • Selling a business? Concentrated stock positions? Private foundation administration? Corporate retirement plan? Specialized lending? Impact investing? Donor-Advised Fund?

              • We have resources to help your many needs

              Making a lasting difference

              mountain

              Making a lasting difference

              mountain

              We understand that using your wealth to transform lives and make a positive impact is an important part of any legacy—at any stage in your wealth creation.

              Let us work with you to shape your giving strategy and ensure that it has the impact you envision. When it makes sense, we can draw on the expertise of UBS’s Family Advisory and Philanthropy Services group to help ensure that your philanthropic plan is thoughtfully aligned with your overall wealth plan and legacy.

              Connect with us

              Your family’s values and legacy

              family legacy

              Your family’s values and legacy

              family legacy

              Multigenerational families require skilled advice and guidance. We have deep experience working with families of substantial wealth and can help you navigate the complexities and challenges that come with multiple generations and jurisdictions—all with the goal of ensuring that you are well positioned to optimize your wealth.

              Learn more

              Connect with us
              UBS resources

              • Global resources of UBS are available to support you in just about any aspect of your financial lives

              • Selling a business? Concentrated stock positions? Private foundation administration? Corporate retirement plan? Specialized lending? Impact investing? Donor-Advised Fund?

              • We have resources to help your many needs

              mountain

              We understand that using your wealth to transform lives and make a positive impact is an important part of any legacy—at any stage in your wealth creation.

              Let us work with you to shape your giving strategy and ensure that it has the impact you envision. When it makes sense, we can draw on the expertise of UBS’s Family Advisory and Philanthropy Services group to help ensure that your philanthropic plan is thoughtfully aligned with your overall wealth plan and legacy.

              Connect with us
              family legacy

              Multigenerational families require skilled advice and guidance. We have deep experience working with families of substantial wealth and can help you navigate the complexities and challenges that come with multiple generations and jurisdictions—all with the goal of ensuring that you are well positioned to optimize your wealth.

              Learn more

              Connect with us

              Connecting you to the deep resources of UBS

              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

              family on beach

              Creating a legacy for your family’s future

              Adult children with parents

              Dividing wealth across generations

              Retirement couple holding surfboards

              Retirement planning

              Three generations in apple orchard

              Turn possibilities into a plan

              What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

               

              UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

              You. Connected.

              At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.

              Connect with us

              Insights

              Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

              As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

              Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

              Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

              Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

              Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

              For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

              Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

              © UBS 1998-2025. All rights reserved.

              This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

              Go to privacy settings