Stewardship for generations

Private Wealth Management

Your success. Your clients. Our commitment

At UBS, our client conversations are ongoing. That's why we welcome Financial Advisors who are truly passionate about getting to the heart of what matters most to their clients. It's all about understanding clients' goals and needs and then developing a clear action plan that informs every solution they deliver. As one of the world's leading wealth management firms, UBS offers Financial Advisors an outstanding opportunity to develop customized strategies to help their clients work towards their wealth management goals as they take their own businesses to the next level.

Bradford Smithy

Managing Director

Market Executive
View bio
- 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
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VI
- VT
- WA
- WI
- WV
- WY
Brad Smithy is the Market Executive for the Florida Market at UBS Financial Services. He is responsible for the Wealth Management business and Private Wealth Management business within 34 offices in Florida. Brad oversees approximately 385 Financial Advisors and 265 support staff who manage a combined total of over $73 billion in client assets. With a focus on providing a full range of solutions to address client needs, Brad's vision for the Florida Market is simple – To be the provider of choice for Wealth Management advice in the communities in which we serve.

Professional History
Brad joined UBS in 2009 as Complex Director of the Florida East Coast Complex. Most recently, Brad led the Central Division. Prior to joining the firm, he was a 16- year veteran of Merrill Lynch where he held numerous roles including Financial Advisor, Complex Sales Manager, District Sales Manager and Complex Director, where he was a consistent top performer each year.

Community Involvement
Brad serves as a member of the board for the Leukemia & Lymphoma Society, as well as for the Planned Giving Council of the Place of Hope. He is also an Ambassador for the Honda Classic Event.

Family & Personal Interests
Brad and his wife, Laura, reside in North Palm Beach, FL and have three children. Will is in Medical School at Nova Southeastern University, Ben attends Azusa Pacific University, and Anna attends the University of Florida. Brad is an avid outdoorsman and enjoys spending time boating, fishing, and attending sporting events.
- University of Florida, Bachelor of Science in Finance
3801 PGA Boulevard
Suite 1000
Palm Beach Gardens, FL 33410
Bob Covino

Managing Director

Market Director
View bio
- AK
- AL
- AR
- AZ
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- NC
- UT
Bob is responsible for the UBS South Florida Wealth Management and Private Wealth Management businesses from Vero Beach to Miami. In total, he oversees 187 financial advisors and 133 team associates that generate $324 million in revenue. Bob's many years of industry experience as a Financial Advisor and Manager have provided him with a unique skillset that enables him to assist Financial Advisors in delivering the highest level of service and value to their clients.

He joined UBS in January of 2007. While at UBS, he has held the positions of Market Head, Regional Sales Manager, Branch Manager and Business Development Coach.

Prior to joining UBS, Bob began his career as a Financial Advisor. After 13 years, he progressed to roles such as Branch Manager, Sales Manager, Assistant Complex Manager, and Head of European Equity Capital Markets.

He resides in Fort Lauderdale, FL with his wife Marina, and has two children, Michael and Julianna.
- Bentley University, Bachelor's degree in Marketing / Management
401 East Las Olas Blvd, Ste 2300
Las Olas Centre
Fort Lauderdale, FL 33301
Greg Kadet

Managing Director

Market Director
View bio
- 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
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Professional history
Greg is the Managing Director for UBS' Florida Market. He is a key member of UBS Global Wealth Management's Leadership Team and has worked for UBS more than 26 years. Prior to his current role, Greg held positions as the Atlantic Region Executive Director, Branch Manager of offices in suburban St. Louis, Assistant Branch Manager in Chicago and Account Vice President and Financial Advisor in Denver, CO & Phoenix, AZ. Through his experiences and various roles at UBS, Greg has developed strategic thinking that is crucial to meeting client and employee needs.

Community involvement
Greg is involved in the community by serving as a board member for several organizations. His involvement includes serving on The Executive Board of Tampa Hillsborough Economic Development Council, Executive Committee & Board of Trustees for the Straz Center for Performing Arts of Tampa Bay, and the Tampa Downtown Partnership. In addition, he is a 2013 alumni of Leadership Tampa. Greg volunteers as a mentor for military veterans via American Corporate Partners, as well as, a mentor for two high school students through Hillsborough County's Taking Stock in Children Program.

Personal
He is also an enthusiastic sports fan, with a passion for soccer, tennis and surfing. Greg and his wife, Brooke, have two children. His son, Jake, is a junior at the University of Georgia and his daughter, Anna, is a senior at Plant High School in South Tampa.
- Arizona State University , Bachelors of Science
100 South Ashley Drive
Suite 1800
Tampa, FL 33602-5309
Julene Richards-Scilingo

Executive Director

Associate Market Executive
View bio
- FL
- NJ
- PA
Julene is the Associate Market Executive for the Florida Market. Prior to becoming the Associate Market Executive, Julene held various positions at UBS including Market Supervisory Officer, Market Administrative Officer, Complex Administrative Manager and Administrative Manager.

Professional History
Julene has over 30 years of experience in the financial services industry. Julene has decades of experience on the sales side during her various roles as a Market Administrative Officer, Complex Administrative Manager and Administrative Manager and in recent years the Market Supervisory Officer role has increased her knowledge of the products from a Regulatory perspective. This gives Julene a unique perspective of finding the right balance between products and suitability that helps the Financial Advisors and their Team Associates execute their goals. Julene has several years of experience coaching and mentoring Advisors and Team Associates. She has the uncanny ability of getting employees to do what's best for them, even when they might disagree.

Education and Personal Information
Julene holds an Associates of Science degree in Business Administration from NCTC - Connecticut. She holds several industry licenses including FINRA Series 3, 7, 63, 66, 9, 10 and Life, Health, Variable Annuity. She is an alumni of UBS' Ascent Program, UBS’ Elevate Program and was a member of Administrative Management Advisory Council (AMAC) 2012-2014 and 2019-2020. She speaks fluent Spanish.

Julene, her husband Abel and their blended family of three children, Ahmose, Khyler & Robert, and one dog live in Miramar, FL. She enjoys spending time with family, cooking, reading and dancing to reggae music.
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
Karmen Keup

Executive Director

Market Director
View bio
- 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
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Above all, Karmen is passionate about helping successful financial advisors, their team and their clients experience enhanced growth. She has led an impressive career in sales leadership in her 25 years working in the finance industry. She has been with UBS for over 23 years holding positions varying from Financial Advisor to leadership roles such as Assistant Market Head within the Private Wealth Division in New York City. Most recently, Karmen has stepped into the role of Market Director for Southwest Florida including responsibility for our Bonita Springs, Fort Myers, Naples and Sarasota offices.

A self-described results oriented growth and execution professional, Karmen focuses on a client forward philosophy. Her goal is to ease the process of doing business. She is committed to creating a culture of positivity and productivity allowing for individualized experiences for all clients, financial advisors and team associates. For Karmen, helping people is the most rewarding part of the role.

Growing up in Montana, Wyoming and Colorado provided Karmen with a solid grounded approach to the professional and personal balance that is crucial to true success. Achieving her BSBA in Marketing from the University of Denver prior to the start of her career as a Financial Advisor in Beverly Hills provided a foundation for her flourishing career. When she in not at work, Karmen can be found exploring great new restaurants or embarking on a personal or competitive run.
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907
Brad Rosenberg

Executive Director

Market Director
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WV
Brad's continued focus is making UBS in the Greater Miami Market the destination of choice for wealthy clients. Brad joined UBS (then PaineWebber) in March of 1996. Throughout his more than 27 years at UBS, he has built an in-depth knowledge of the solutions and services we offer our clients, and how best to deliver them to help with their ever-changing needs.

Brad received his Masters of Business Administration in Finance from New York University’s Stern School of Business. He earned his Bachelor of Arts in Economics from Rutgers College, Rutgers University. He is very involved in the community philanthropically, with Make a Wish Southern Florida and The Chapman Partnership, among others.
- 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

Suzann Zadanosky

Executive Director

Market Director
View bio
- FL
- NJ
- NY
The Focus of Our Relationship

At UBS, we offer our clients access to some of the world’s most powerful financial resources. We are able to bring the most important resources to the table whenever we discuss your needs- listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management to gain context and a better understanding of our entire financial picture.

Suzann serves as the Market Director for the Palm Beach, Palm Beach Gardens, Stuart and Vero Beach offices of UBS. Prior to becoming the Market Director, Suzann held various positions at UBS including Branch Manager, Assistant Market Head, Sales Manager and Regional Development Officer. Before UBS, she was a Financial Advisor at a competitor firm for eight years.

Professional History

Suzann has 25 years of experience in the financial services industry. Her broad and diverse background in client acquisition, personal development, business growth and strategy are invaluable when helping Financial Advisors and their clients achieve their long-term goals. She is proud to connect clients to the global resources of UBS. In addition, she serves as a coach to the advisors she works with to help them create a vision for their team and a plan to execute that vision.

Education and Personal Information

Suzann holds a Bachelor of Science degree from University of Florida with dual major in Finance and Marketing. She also has her Master’s degree from Florida Atlantic University with a focus in Financial Planning. She holds several industry licenses including FINRA Series 7, 63, 65, 9/10 and Life, Health, Variable Annuity.

Suzann, her husband Cory and their three children, Colin, Adison and Ava live in Delray Beach, FL. She enjoys spending time with family and friends, photography and traveling.
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401
Michael Ludwig

Executive Director

Market Director
View bio
- FL
- NV
- NY
Mike is responsible for the UBS Wealth Management and Private Wealth Management businesses in Boca Raton, Florida. He is a highly accomplished and dynamic professional with over 37 years of experience in the financial services industry, and a proven track record of success as an Executive Director. Mike has demonstrated great leadership skills, and with his strategic vision, has been able to provide guidance to his Financial Advisors with the best results to offer to their clients.

Mike started his career in 1986 as a Financial Advisor. Throughout his career, he held several leadership roles, including heading the Internal Audit Department as the Director of Branch Review. In 2006, he joined UBS as the Complex Director and Branch Manager of the Palm Beach and Palm Beach Gardens offices, transferring to the Boca Raton office in 2009.

Mike received his Bachelor’s Degree in Business and Finance/Economics from Mt. Saint Mary’s University. He resides in Boca Raton, Florida with his wife, Nancy, and two Boys Brendan and Bryan.
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

Bradford Smithy

Managing Director

Market Executive
View bio
- 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
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VI
- VT
- WA
- WI
- WV
- WY
Brad Smithy is the Market Executive for the Florida Market at UBS Financial Services. He is responsible for the Wealth Management business and Private Wealth Management business within 34 offices in Florida. Brad oversees approximately 385 Financial Advisors and 265 support staff who manage a combined total of over $73 billion in client assets. With a focus on providing a full range of solutions to address client needs, Brad's vision for the Florida Market is simple – To be the provider of choice for Wealth Management advice in the communities in which we serve.

Professional History
Brad joined UBS in 2009 as Complex Director of the Florida East Coast Complex. Most recently, Brad led the Central Division. Prior to joining the firm, he was a 16- year veteran of Merrill Lynch where he held numerous roles including Financial Advisor, Complex Sales Manager, District Sales Manager and Complex Director, where he was a consistent top performer each year.

Community Involvement
Brad serves as a member of the board for the Leukemia & Lymphoma Society, as well as for the Planned Giving Council of the Place of Hope. He is also an Ambassador for the Honda Classic Event.

Family & Personal Interests
Brad and his wife, Laura, reside in North Palm Beach, FL and have three children. Will is in Medical School at Nova Southeastern University, Ben attends Azusa Pacific University, and Anna attends the University of Florida. Brad is an avid outdoorsman and enjoys spending time boating, fishing, and attending sporting events.
- University of Florida, Bachelor of Science in Finance
3801 PGA Boulevard
Suite 1000
Palm Beach Gardens, FL 33410
Bob Covino

Managing Director

Market Director
View bio
- AK
- AL
- AR
- AZ
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- NC
- UT
Bob is responsible for the UBS South Florida Wealth Management and Private Wealth Management businesses from Vero Beach to Miami. In total, he oversees 187 financial advisors and 133 team associates that generate $324 million in revenue. Bob's many years of industry experience as a Financial Advisor and Manager have provided him with a unique skillset that enables him to assist Financial Advisors in delivering the highest level of service and value to their clients.

He joined UBS in January of 2007. While at UBS, he has held the positions of Market Head, Regional Sales Manager, Branch Manager and Business Development Coach.

Prior to joining UBS, Bob began his career as a Financial Advisor. After 13 years, he progressed to roles such as Branch Manager, Sales Manager, Assistant Complex Manager, and Head of European Equity Capital Markets.

He resides in Fort Lauderdale, FL with his wife Marina, and has two children, Michael and Julianna.
- Bentley University, Bachelor's degree in Marketing / Management
401 East Las Olas Blvd, Ste 2300
Las Olas Centre
Fort Lauderdale, FL 33301
Greg Kadet

Managing Director

Market Director
View bio
- 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
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Professional history
Greg is the Managing Director for UBS' Florida Market. He is a key member of UBS Global Wealth Management's Leadership Team and has worked for UBS more than 26 years. Prior to his current role, Greg held positions as the Atlantic Region Executive Director, Branch Manager of offices in suburban St. Louis, Assistant Branch Manager in Chicago and Account Vice President and Financial Advisor in Denver, CO & Phoenix, AZ. Through his experiences and various roles at UBS, Greg has developed strategic thinking that is crucial to meeting client and employee needs.

Community involvement
Greg is involved in the community by serving as a board member for several organizations. His involvement includes serving on The Executive Board of Tampa Hillsborough Economic Development Council, Executive Committee & Board of Trustees for the Straz Center for Performing Arts of Tampa Bay, and the Tampa Downtown Partnership. In addition, he is a 2013 alumni of Leadership Tampa. Greg volunteers as a mentor for military veterans via American Corporate Partners, as well as, a mentor for two high school students through Hillsborough County's Taking Stock in Children Program.

Personal
He is also an enthusiastic sports fan, with a passion for soccer, tennis and surfing. Greg and his wife, Brooke, have two children. His son, Jake, is a junior at the University of Georgia and his daughter, Anna, is a senior at Plant High School in South Tampa.
- Arizona State University , Bachelors of Science
100 South Ashley Drive
Suite 1800
Tampa, FL 33602-5309
Julene Richards-Scilingo

Executive Director

Associate Market Executive
View bio
- FL
- NJ
- PA
Julene is the Associate Market Executive for the Florida Market. Prior to becoming the Associate Market Executive, Julene held various positions at UBS including Market Supervisory Officer, Market Administrative Officer, Complex Administrative Manager and Administrative Manager.

Professional History
Julene has over 30 years of experience in the financial services industry. Julene has decades of experience on the sales side during her various roles as a Market Administrative Officer, Complex Administrative Manager and Administrative Manager and in recent years the Market Supervisory Officer role has increased her knowledge of the products from a Regulatory perspective. This gives Julene a unique perspective of finding the right balance between products and suitability that helps the Financial Advisors and their Team Associates execute their goals. Julene has several years of experience coaching and mentoring Advisors and Team Associates. She has the uncanny ability of getting employees to do what's best for them, even when they might disagree.

Education and Personal Information
Julene holds an Associates of Science degree in Business Administration from NCTC - Connecticut. She holds several industry licenses including FINRA Series 3, 7, 63, 66, 9, 10 and Life, Health, Variable Annuity. She is an alumni of UBS' Ascent Program, UBS’ Elevate Program and was a member of Administrative Management Advisory Council (AMAC) 2012-2014 and 2019-2020. She speaks fluent Spanish.

Julene, her husband Abel and their blended family of three children, Ahmose, Khyler & Robert, and one dog live in Miramar, FL. She enjoys spending time with family, cooking, reading and dancing to reggae music.
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
Karmen Keup

Executive Director

Market Director
View bio
- 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
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Above all, Karmen is passionate about helping successful financial advisors, their team and their clients experience enhanced growth. She has led an impressive career in sales leadership in her 25 years working in the finance industry. She has been with UBS for over 23 years holding positions varying from Financial Advisor to leadership roles such as Assistant Market Head within the Private Wealth Division in New York City. Most recently, Karmen has stepped into the role of Market Director for Southwest Florida including responsibility for our Bonita Springs, Fort Myers, Naples and Sarasota offices.

A self-described results oriented growth and execution professional, Karmen focuses on a client forward philosophy. Her goal is to ease the process of doing business. She is committed to creating a culture of positivity and productivity allowing for individualized experiences for all clients, financial advisors and team associates. For Karmen, helping people is the most rewarding part of the role.

Growing up in Montana, Wyoming and Colorado provided Karmen with a solid grounded approach to the professional and personal balance that is crucial to true success. Achieving her BSBA in Marketing from the University of Denver prior to the start of her career as a Financial Advisor in Beverly Hills provided a foundation for her flourishing career. When she in not at work, Karmen can be found exploring great new restaurants or embarking on a personal or competitive run.
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907
Brad Rosenberg

Executive Director

Market Director
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WV
Brad's continued focus is making UBS in the Greater Miami Market the destination of choice for wealthy clients. Brad joined UBS (then PaineWebber) in March of 1996. Throughout his more than 27 years at UBS, he has built an in-depth knowledge of the solutions and services we offer our clients, and how best to deliver them to help with their ever-changing needs.

Brad received his Masters of Business Administration in Finance from New York University’s Stern School of Business. He earned his Bachelor of Arts in Economics from Rutgers College, Rutgers University. He is very involved in the community philanthropically, with Make a Wish Southern Florida and The Chapman Partnership, among others.
- 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
Suzann Zadanosky

Executive Director

Market Director
View bio
- FL
- NJ
- NY
The Focus of Our Relationship

At UBS, we offer our clients access to some of the world’s most powerful financial resources. We are able to bring the most important resources to the table whenever we discuss your needs- listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management to gain context and a better understanding of our entire financial picture.

Suzann serves as the Market Director for the Palm Beach, Palm Beach Gardens, Stuart and Vero Beach offices of UBS. Prior to becoming the Market Director, Suzann held various positions at UBS including Branch Manager, Assistant Market Head, Sales Manager and Regional Development Officer. Before UBS, she was a Financial Advisor at a competitor firm for eight years.

Professional History

Suzann has 25 years of experience in the financial services industry. Her broad and diverse background in client acquisition, personal development, business growth and strategy are invaluable when helping Financial Advisors and their clients achieve their long-term goals. She is proud to connect clients to the global resources of UBS. In addition, she serves as a coach to the advisors she works with to help them create a vision for their team and a plan to execute that vision.

Education and Personal Information

Suzann holds a Bachelor of Science degree from University of Florida with dual major in Finance and Marketing. She also has her Master’s degree from Florida Atlantic University with a focus in Financial Planning. She holds several industry licenses including FINRA Series 7, 63, 65, 9/10 and Life, Health, Variable Annuity.

Suzann, her husband Cory and their three children, Colin, Adison and Ava live in Delray Beach, FL. She enjoys spending time with family and friends, photography and traveling.
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401
Michael Ludwig

Executive Director

Market Director
View bio
- FL
- NV
- NY
Mike is responsible for the UBS Wealth Management and Private Wealth Management businesses in Boca Raton, Florida. He is a highly accomplished and dynamic professional with over 37 years of experience in the financial services industry, and a proven track record of success as an Executive Director. Mike has demonstrated great leadership skills, and with his strategic vision, has been able to provide guidance to his Financial Advisors with the best results to offer to their clients.

Mike started his career in 1986 as a Financial Advisor. Throughout his career, he held several leadership roles, including heading the Internal Audit Department as the Director of Branch Review. In 2006, he joined UBS as the Complex Director and Branch Manager of the Palm Beach and Palm Beach Gardens offices, transferring to the Boca Raton office in 2009.

Mike received his Bachelor’s Degree in Business and Finance/Economics from Mt. Saint Mary’s University. He resides in Boca Raton, Florida with his wife, Nancy, and two Boys Brendan and Bryan.
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Accessing resources. Delivering solutions.

UBS Wealth Management is solely dedicated to serving the complex needs of highly successful individuals and families. This access, combined with our years of experience, puts us in the position to help you seize opportunities and meet the financial challenges you may face.

We provide access to the stability, institutional knowledge and expertise of UBS, one of the largest wealth managers in the world:

Family Office Solutions Group
Family Advisory and Philanthropy Services
Global Family Office
Portfolio Advisory Group
Tailored financing solutions
Global wealth management research

Investment Management

Prepared for opportunity, protected in times of volatility

Our direct access to global resources offers timely perspectives, customized investment planning and a fully integrated suite of financial solutions.

Our distinction stems from our ability to transcend the capabilities of the traditional financial advisor and bring institutional analysis and investment management directly to you.

Customized portfolio management
Risk management and asset allocation
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Research and analysis
UBS, a global leader

Advanced Planning Group

The Advanced Planning Group consists of former practicing estate planning and tax attorneys with extensive private practice experience and diverse areas of specialization, including estate planning strategies,

income and transfer tax planning, family office structuring, business succession planning, charitable planning and family governance.

The Advanced Planning Group provides comprehensive planning and sophisticated advice and education to ultra high net worth (UHNW) clients of the firm. The Advanced Planning Group also serves as a think tank for the firm, providing thought leadership and creating a robust intellectual capital library on estate planning, tax and related topics of interest to UHNW families.

ElectionWatch: The race, world, and investments

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

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Liquidity

Provide cash flow for short-term expenses - to help maintain your lifestyle

Entertainment and travel
Taxes
Purchasing a home

Longevity

For longer-term needs - to help improve your lifestyle

Retirement
Healthcare and long-term care expenses
Purchasing a second home

Legacy

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

Giving to family
Philanthropy
Wealth transfer over generations

Provide cash flow for short-term expenses - to help maintain your lifestyle

Entertainment and travel
Taxes
Purchasing a home

For longer-term needs - to help improve your lifestyle

Retirement
Healthcare and long-term care expenses
Purchasing a second home

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

Giving to family
Philanthropy
Wealth transfer over generations

An advisor-centric (and client-centric) culture

How UBS helps you exceed client expectations and drive your business’s growth

Although a firm’s culture is sometimes hard to define, you think about it as you plan for your next opportunity. If culture is the glue that holds an organization together, how can you determine a firm’s commitment to its people, especially financial advisors in growth mode?

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In invested assets globally
As of 11/07/2023

51 countries

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UBS is a world-leading wealth manager

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Stewardship for generations

Your success. Your clients. Our commitment

Bradford Smithy

Bob Covino

Greg Kadet

Julene Richards-Scilingo

Karmen Keup

Brad Rosenberg

Suzann Zadanosky

Michael Ludwig

Bradford Smithy

Bob Covino

Greg Kadet

Julene Richards-Scilingo

Karmen Keup

Brad Rosenberg

Suzann Zadanosky

Michael Ludwig

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Education

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Education

Credentials

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A focus on personalized access and service

Accessing resources. Delivering solutions.

Investment Management

Advanced Planning Group

ElectionWatch: The race, world, and investments

UBS and Credit Suisse—stronger than ever

Why does A.I. in space matter?

Liquidity

Liquidity

Longevity

Longevity

Legacy

Legacy

An advisor-centric (and client-centric) culture

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