$5+ trillion
In invested assets globally
As of 11/07/2023
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed Fort Lauderdale Financial Advisors offer the thoughtful perspective and proactive service your family needs to help meet their goals. We are an office of Private Wealth and Wealth Management Advisors with decades of experience, and we strive to make sure you feel well taken care of. By putting financial planning at the core of everything we do, our team offers the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
Managing Director
Market Director
Executive Director
Associate Market Executive
Director
Admin Manager
Director
Branch Operations Manager
Director
Supervisory Officer
Executive / Team Assistant
Managing Director
Market Director
Executive Director
Associate Market Executive
Director
Admin Manager
Director
Branch Operations Manager
Director
Supervisory Officer
Executive / Team Assistant
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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.
We can help you plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
$5+ trillion
In invested assets globally
As of 11/07/2023
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020
