Lasting relationships. For all that matters

A team of rowers rowing a boat

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.

Plans

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

    Suzann Zadanosky

    Executive Director

    Market Director

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    • FL
    • NJ
    • NY

    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
          525 Okeechobee Blvd.,West Palm Beach,FL,33401
        • Charlie Lewis

          Charles Lewis

          Director

          Admin Manager

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          • FL
          • IL
          • MI
          • TN

          Charlie is the Administrative Manager for the Palm Beach Gardens office.  In addition, he also works across the Florida Market specifically with the Stuart, Vero Beach and Ft. Lauderdale offices.  Charlie has over 20 years of experience in the financial services industry.  He has held various positions at UBS including Client Services Associate, Assistant Operations Manager, Operations Manager and Processing Center Manager.

           

          Registered States:

          CA, FL, IL, MI, TN

                3801 PGA Boulevard
                10th Floor
                Palm Beach Gardens, FL 33410
                charles.lewis@ubs.com
                Charles Lewis
                3801 PGA Boulevard,Palm Beach Gardens,FL,33410

              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.

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              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

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              As of 03/31/2024

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