Lasting relationships

Understanding what matters most to you

Co-workers having a conversation

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

rowing

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.

  • Frank Hurley

    Frank Hurley

    Executive Director

    Market Director

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    • 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
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA

    Frank is a Market Director for the Florida Market. Prior to becoming a Market Director, Frank was AME for NY PWM covering advisors in Midtown and Fairfield County. He joined UBS in 2022 from Morgan Stanley's Private Wealth Management New York Complex, where he served as Business Development Manager. During his tenure he also worked with Morgan Stanley’s Fixed Income Division as a salesperson.

    Frank has a bachelor’s degree from Villanova University and received his MBA from Columbia Business School. He is originally from Westchester, NY and currently lives in Port Washington, NY with his wife Kathleen and their three daughters Rosemarie (8), Margaret (5), and Georgia (3). In his free time he enjoys Villanova Basketball, Golf, Paddle Tennis, and Coaching his daughters various sports teams.

          1285 Avenue Of The Americas
          New York, NY 10019
          frank.hurley@ubs.com
          Frank Hurley
          1285 Avenue Of The Americas,New York,NY,10019
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          Sandra Wagner

          Director

          Market Administrative Officer

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          • FL
          • NJ
          • NY

                1819 Main Street
                Suite 900
                Sarasota, FL 34236
                sandra.wagner@ubs.com
                Sandra Wagner
                1819 Main Street,Sarasota,FL,34236
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                Jessica Best

                Associate Director

                Admin Manager

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                • 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
                • OK
                • OR
                • PA
                • RI
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WI
                • WV
                • WY

                      1800 North Military Trail
                      Suite 300
                      Boca Raton, FL 33431
                      jessica.best@ubs.com
                      Jessica Best
                      1800 North Military Trail,Boca Raton,FL,33431
                    • Antonio Cotton

                      Antonio Cotton

                      Director

                      Associate Market Executive

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                      • FL
                      • NE

                      Antonio is an Associate Market Executive for the Florida Market. Antonio is a results-oriented Associate Market Executive, overseeing the Florida Market. He drives business development, implements sales growth plans, and develops coaching programs for financial advisors to enhance their professional growth. Antonio manages escalated issues, including financial, reputational, and compliance risks. He also supports financial advisor recruitment, hiring, and onboarding. Previously, as Client Experience Director, Antonio streamlined processes to improve client and advisor experiences.

                      Antonio began his career with Merrill Lynch in 2006, advanced into leadership roles, and joined UBS in 2015. He holds dual Bachelor's degrees in Marketing and Management from Northwood University.

                            525 Okeechobee Blvd.
                            Suite 1500
                            West Palm Beach, FL 33401
                            antonio.cotton@ubs.com
                            Antonio Cotton
                            525 Okeechobee Blvd.,West Palm Beach,FL,33401
                          Three generations in apple orchard

                          Turn possibilities into a plan

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                          Mountain climbers on peak at sunrise

                          A leading global wealth manager

                          Fausto

                          Tariffs, volatility and your portfolio

                          Are you ready?

                          In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                          We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $6 trn

                          UBS Group invested assets
                          As of 12/31/2024

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

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