Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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.

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    Brad Rosenberg

    Market Director

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    • AK
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    • Forbes Best-in-State Wealth Management Teams, 2023The 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.

        1010 South Federal Highway
        Suite 2601
        Hallandale Beach, FL 33009
        brad.rosenberg@ubs.com
        Brad Rosenberg
        1010 South Federal Highway,Hallandale Beach,FL,33009
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        Chris Santos

        Client Associate

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                1010 South Federal Highway
                Suite 2601
                Hallandale, FL 33009
                chris.santos@ubs.com
                Chris Santos
                1010 South Federal Highway,Hallandale,FL,33009
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              Support and resources

              The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

              Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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