Global access of Private Wealth Management

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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.

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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    Kathy Corrigan

    Managing Director

    Business Management Team Leader

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    • FL

          3801 PGA Boulevard
          10th Floor
          Palm Beach Gardens, FL 33410
          kathy.corrigan@ubs.com
          Kathy Corrigan
          3801 PGA Boulevard,Palm Beach Gardens,FL,33410
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          Cassandra Karmeris

          Client Associate

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                  550 Biltmore Way
                  Coral Gables, FL 33134
                  cassandra.karmeris@ubs.com
                  Cassandra Karmeris
                  550 Biltmore Way,Coral Gables,FL,33134

                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

                House View Monthly

                Mountain climbers on peak at sunrise

                A leading global wealth manager

                LA Skyline

                Los Angeles fire relief

                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.

                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

                Insights

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