Be global. Feel local.

Young turtle in sand

UBS Ft. Lauderdale Branch Office

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.

Meet the Management Team

  • Julene Richards

    Julene Richards-Scilingo

    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
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Julene is a Market Director for the Florida Market. Prior to becoming a Market Director, Julene held various positions at UBS including Associate Market Executive, 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
          julene.richards@ubs.com
          Julene Richards-Scilingo
          401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
        • 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.

                    House View Monthly

                    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

                    #1

                    for High Net-Worth clients

                    Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                    More than 160 years

                    offering financial advice

                    Financial strength

                    Driving confidence.
                    A-  Standard & Poor’s
                    A  Fitch
                    A3
                      Moody’s


                    UBS AG, long-term senior secured debt rating. As of 03/31/2024

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