Lasting relationships. For all that matters

Miami FL Branch Office

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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.

  • Richard Suss Profile Photo

    Richard Suss, CFP

    Branch Manager

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MS
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • TX
    • UT
    • VA
    • VI

    Richard Suss is an Executive Director of UBS Wealth Management Americas, and the downtown Miami Branch Manager.  Since joining UBS in 2000, he has achieved various leadership roles throughout South Florida.  He has served on UBS Leadership Council (2010, 2013, 2014, 2016, 2017, 2019) and twice has been named UBS Branch Manager of the Year (2013, 2015).  With over 30 years of wealth management and banking experience in South Florida, Richard brings experience and understanding to the domestic and international clients we serve. 

    Richard and his team, The Walker Suss Group, have been together since 2010.  Their advisory practice is focused on asset management, estate and financial planning, and the business banking needs of entrepreneurs.  Richard also specializes in not-for profit organizations as an Endowment and Foundations Consultant for UBS.  He provides insight and advice to investment committees and governing bodies of diverse not-for-profit clients—foundations, endowments, institutions and associations—to help them navigate their fiduciary challenges with greater confidence and ease. 

    In his community, Richard serves the Board of Broward College Foundation (Honorary), University of Florida's Parent & Family Philanthropy Council, UF Pi Kappa Alpha Alumni Board, and the Centered Heart Foundation.

    Richard is a graduate of the Warrington Business School at the University of Florida, having earned a B.S. degree in Business Administration, and was honored with selection into the prestigious leadership honorary, Florida Blue Key.  Also, he completed the Certified Financial Planning Program at Barry University and has been a Certified Financial Planner since 2006.

    Personal & Community

    • Sustainable Trends Group
    • Broward College Foundation (Honorary)
    • University of Florida Parent & Family Leadership Council
    • University of Florida Pi Kappa Alpha Alumni Advisory Board
    • Centered Heart Foundation
    • 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.

    • Warrington Business School at the University of Florida, B.S. in Business Administration
    • CERTIFIED FINANCIAL PLANNER™
    • Endowment & Foundation Consultant
    100 SE 2nd Street
    Suite 2500
    Miami, FL 33131
  • Jorge Longueira Jr. Profile Photo

    Michael Taggart

    Authorized Officer

    Admin Manager

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    • CT
    • FL
    • GA
    • IL
    • MA
    • NY
    • TX

    As a member of the UBS Leadership team, Michael is responsible for helping to support the Financial Advisors and Team Associates in the pursuit of improving our clients financial lives.

          100 SE 2nd Street
          Suite 2400
          Miami, FL 33131
        • Luz Gil Profile Photo

          Luz Gil

          Client Associate

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            Luz Gil is a Registered Branch Office Administrator with UBS Financial Services in Miami, Florida. As BOA, she works with both the Management Team and Financial Advisors. Luz develops, maintains, and executes various strategies to provide operational support to clients from both a management and administrative perspective.

                  100 SE 2nd Street
                  Suite 2500
                  Miami, FL 33131
                • Barry Schwartz Profile Pic

                  Barry Schwartz

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                  • AL
                  • AZ
                  • CA
                  • CO
                  • CT
                  • FL
                  • GA
                  • IA
                  • IL
                  • IN
                  • LA
                  • MA
                  • MD
                  • MI
                  • MS
                  • NC
                  • NJ
                  • NM
                  • NY
                  • OH
                  • OR
                  • PA
                  • TN
                  • TX
                  • UT
                  • VA
                  • VI
                  • 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.

                      100 SE 2nd Street
                      Suite 2400
                      Miami, FL 33131
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                      Avrum Gutis

                      Team Administrator

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                      • CA
                      • CO
                      • FL
                      • GA
                      • IL
                      • IN
                      • LA
                      • NC
                      • NJ
                      • NY

                            100 SE 2nd Street
                            Suite 2500
                            Miami, FL 33131

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                          Legacy—Wealth for others

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

                          What will your legacy be?
                          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                          Learn more at ubs.com/wealthway.

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