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.

  • Marc Lundgren

    Marc Lundgren

    Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

          822 North Highway A1A
          2nd Floor
          Ponte Vedra Beach, FL 32082
          marc.lundgren@ubs.com
          Marc Lundgren
          822 North Highway A1A,Ponte Vedra Beach,FL,32082
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          Sandra Wagner

          Director

          Market Administrative Officer

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          • FL
          • NJ
          • NY

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

                Director

                Admin Manager

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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
                • SD
                • TN
                • TX
                • UT
                • VA
                • VI
                • VT
                • WA
                • WI
                • WV
                • WY

                      201 North New York Ave
                      Winter Park, FL 32789
                      joanne.testoni@ubs.com
                      Joanne Testoni
                      201 North New York Ave,Winter Park,FL,32789
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                      Sal Baio

                      Director

                      Market Supervisory Officer

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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
                      • SD
                      • TN
                      • TX
                      • UT
                      • VA
                      • VI
                      • VT
                      • WA
                      • WI
                      • WV
                      • WY

                            500 Campus Drive
                            Florham Park, NJ 07932
                            salvatore.baio@ubs.com
                            Sal Baio
                            500 Campus Drive,Florham Park,NJ,07932

                          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

                          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

                          $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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