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.

  • Brad Rosenberg

    Brad Rosenberg

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

    Brad is a Market Director for the Florida Market. Brad's continued focus is making UBS in the Greater Miami Market the destination of choice for wealthy clients. Brad joined UBS (then PaineWebber) in March of 1996. Throughout his more than 27 years at UBS, he has built an in-depth knowledge of the solutions and services we offer our clients, and how best to deliver them to help with their ever-changing needs.

    Brad received his Masters of Business Administration in Finance from New York University’s Stern School of Business. He earned his Bachelor of Arts in Economics from Rutgers College, Rutgers University. He is very involved in the community philanthropically, with Make a Wish Southern Florida and The Chapman Partnership, among others.

    • 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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        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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              Juan Luis Rivera

              Director

              Admin Manager

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              • FL

                    100 SE 2nd Street
                    Suite 2500
                    Miami, FL 33131
                    juanluis.rivera@ubs.com
                    Juan Luis Rivera
                    100 SE 2nd Street,Miami,FL,33131
                  • 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.

                        Three generations in apple orchard

                        Turn possibilities into a plan

                        House View Monthly

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                        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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