Global access of Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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.

          1800 North Military Trail
          Suite 300
          Boca Raton, FL 33431
          frank.hurley@ubs.com
          Frank Hurley
          1800 North Military Trail,Boca Raton,FL,33431
        • Sandra Wagner

          Sandra Wagner

          Director

          Market Administrative Officer

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          • FL
          • NJ
          • NY

          Sandra Wagner serves as a Director and Market Administrative Officer for the Florida Market at UBS Financial Services. Sandra has held several roles at the firm and has a wealth of experience in various capacities. Sandra maintains her Series 7, 66, 9, and 10 securities licenses.

          She is also an active member of her community and finds joy in spending time with her husband and adult children. Outside of work, Sandra loves traveling, gardening, reading, and spending time with family and friends.

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

                    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.

                    Three generations in apple orchard

                    Turn possibilities into a plan

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                    A leading global wealth manager

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                    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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