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

    Branch Manager

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    • AR
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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.

        18851 NE 29th Avenue
        11th Floor
        Aventura, FL 33180
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        Chris Santos

        Client Associate

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                18851 NE 29th Avenue
                11th Floor
                Aventura, FL 33180
              • Mike Taggart

                Michael Taggart


                Admin Manager

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                • FL
                • NY
                • TN

                With an unshakeable credo and philosophy of un-wavering commitment to service, both in our office and in our communities, Michael helps to lead the UBS Aventura team with dedication to improving our clients financial lives. This is accomplished by living out our purpose every day; connecting people for a better world.
                Michael is a finance and securities professional with a background in Wealth Management and risk management. Building on this experience, Michael has also earned his MBA from UNC Chapel Hill in addition to being Six Sigma certified.
                In his free time, Michael enjoys boating and flying planes.

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                      Miami, FL 33131

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                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at

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                    UBS is a world-leading wealth manager