$7 trn
UBS Group invested assets
As of 12/31/2025
Understanding what matters most to you
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.
UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.
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.
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.
Sandra Wagner serves as a Director and Market Administrative Officer for the Florida Market at UBS Financial Services. Sandra has held several roles at the firm and has a wealth of experience in various capacities. Sandra maintains her Series 7, 66, 9, and 10 securities licenses.
She is also an active member of her community and finds joy in spending time with her husband and adult children. Outside of work, Sandra loves traveling, gardening, reading, and spending time with family and friends.
Andrea is the Administrative Officer for the West Palm Beach, Palm Beach Gardens, Stuart, and Vero Beach offices. She has over 16 years of experience in the financial services industry. Andrea has held various positions at UBS including Executive Assistant – Florida Market, Divisional Team Assistant - Central Division, Team Administrator - Private Wealth Management, and Registered Client Service Associate. Prior to joining UBS, she was a personal banker.
Andrea holds a Bachelor of Business Administration degree from Florida Atlantic University with a major in Finance. She holds several industry licenses including FINRA Series 7, 66, 9/10 and Life, Health, Variable Annuity.
Andrea and her husband, Will, reside in Tequesta, FL with their two children. She enjoys the beach, boating, and spending time with family and friends.
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.
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.
Sandra Wagner serves as a Director and Market Administrative Officer for the Florida Market at UBS Financial Services. Sandra has held several roles at the firm and has a wealth of experience in various capacities. Sandra maintains her Series 7, 66, 9, and 10 securities licenses.
She is also an active member of her community and finds joy in spending time with her husband and adult children. Outside of work, Sandra loves traveling, gardening, reading, and spending time with family and friends.
Andrea is the Administrative Officer for the West Palm Beach, Palm Beach Gardens, Stuart, and Vero Beach offices. She has over 16 years of experience in the financial services industry. Andrea has held various positions at UBS including Executive Assistant – Florida Market, Divisional Team Assistant - Central Division, Team Administrator - Private Wealth Management, and Registered Client Service Associate. Prior to joining UBS, she was a personal banker.
Andrea holds a Bachelor of Business Administration degree from Florida Atlantic University with a major in Finance. She holds several industry licenses including FINRA Series 7, 66, 9/10 and Life, Health, Variable Annuity.
Andrea and her husband, Will, reside in Tequesta, FL with their two children. She enjoys the beach, boating, and spending time with family and friends.
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.
March 05, 2026
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.

We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
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