Let's move forward. Together.

Palm Beach FL Branch Office

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Suzann Zadanosky Profile Photo

    Suzann Zadanosky, CFP

    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
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    At UBS, we offer our clients access to some of the world’s most powerful financial resources.  We are able to bring the most important resources to the table whenever we discuss your needs- listening and understanding.  They are the first steps in the disciplined, ongoing process of wealth management to gain context and a better understanding of our entire financial picture.

    Suzann serves as the Market Director for the Palm Beach, Palm Beach Gardens, Stuart and Vero Beach offices of UBS.  Prior to becoming the Market Director, Suzann held various positions at UBS including Branch Manager, Assistant Market Head, Sales Manager and Regional Development Officer.  Before UBS, she was a Financial Advisor at a competitor firm for eight years.

    Professional History

    Suzann has 25 years of experience in the financial services industry. Her broad and diverse background in client acquisition, personal development, business growth and strategy are invaluable when helping Financial Advisors and their clients achieve their long-term goals. She is proud to connect clients to the global resources of UBS. In addition, she serves as a coach to the advisors she works with to help them create a vision for their team and a plan to execute that vision.

    Education and Personal Information

    Suzann holds a Bachelor of Science degree from University of Florida with dual major in Finance and Marketing. She also has her Master’s degree from Florida Atlantic University with a focus in Financial Planning.  She holds several industry licenses including FINRA Series 7, 63, 65, 9/10 and Life, Health, Variable Annuity.  

    Suzann, her husband Cory and their three children, Colin, Adison and Ava live in Delray Beach, FL.  She enjoys spending time with family and friends, photography and traveling.

          525 Okeechobee Blvd.
          Suite 1500
          West Palm Beach, FL 33401
          suzann.zadanosky@ubs.com
          Suzann Zadanosky, CFP
          525 Okeechobee Blvd.,West Palm Beach,FL,33401
        • Antonio Cotton

          Antonio Cotton

          Director

          Associate Market Executive

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          • AK
          • AL
          • AR
          • AZ
          • 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

          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
              • Charlie

                Charles Lewis

                Director

                Admin Manager

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                • FL
                • IL
                • MI
                • TN

                Charlie serves as the Administrative Officer for the West Palm Beach, Palm Beach Gardens, Stuart and Vero Beach offices of UBS.  Prior to becoming the Administrative Officer, Charlie held various positions at UBS including Supervisory Officer, Operations Manager and Processing Center Manager.  Before UBS, he was a Client Service Associate and Financial Advisor for eight years.

                Charlie has over 25 years of experience in the financial services industry serving in roles across the country including Michigan, Illinois, California and now Florida.  He holds a Bachelor of Science degree from Wayne State University with a concentration in Corporate Finance and several industry licenses including FINRA Series 7, 63, 65, 9, 10 and Florida Life Health and Variable Insurance.

                Charlie lives with his husband T.A. in Royal Palm Beach, FL.  In his spare time, he enjoys travel, cooking and spending time with friends and family.

                      712 South East Ocean Boulevard
                      Ground Floor
                      Stuart, FL 34994
                      charles.lewis@ubs.com
                      Charles Lewis
                      712 South East Ocean Boulevard,Stuart,FL,34994
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