Let's move forward. Together.

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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.

  • David Fiestal Profile Photo

    David Fiestal

    First Vice President–Wealth Management

    • image
    • image
    • CA
    • FL
    • NJ
    • NY
    • VT

          550 Biltmore Way
          Coral Gables, FL 33134
          david.fiestal@ubs.com
          David Fiestal
          550 Biltmore Way,Coral Gables,FL,33134
        • Grace Barton Profile Photo

          Grace Barton

          Director

          Market Supervisory Officer

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          • image
          • FL

                550 Biltmore Way
                Coral Gables, FL 33134
                grace.barton@ubs.com
                Grace Barton
                550 Biltmore Way,Coral Gables,FL,33134
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              UBS ElectionWatch

              Election day is over. Now what?

              Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

              Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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              As of 06/30/2024

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