Lasting relationships. For all that matters

Miami Branch Office

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.

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Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Family on back porch

Wealth transfer across generations

Talking about future financial responsibility can be an emotional and challenging topic for families. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.

Businessman on phone in front of window

The good news is, you’re succeeding

Three generations in apple orchard

Turn possibilities into a plan

100 South East Second Street
Suite 2500
Miami, FL 33131

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.

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    Brad Rosenberg

    Executive Director

    Market Director

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IL
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WV
    • 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.

        1010 South Federal Highway
        Suite 2601
        Hallandale Beach, FL 33009
        brad.rosenberg@ubs.com
        Brad Rosenberg
        1010 South Federal Highway,Hallandale Beach,FL,33009
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        Verity San Souci

        Director

        Market Administrative Officer

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        • CA
        • FL

              101 E Kennedy Blvd
              18th Floor
              Tampa, FL 33602
              verity.sansouci@ubs.com
              Verity San Souci
              101 E Kennedy Blvd,Tampa,FL,33602

            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.

            Rearview Mirror

            UBS ElectionWatch

            Election day is over. Now what?

            Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

            Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.9+ trn

            UBS Group invested assets
            As of 06/30/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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