Lasting relationships. For all that matters

• 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.

• 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