Let's move forward. Together.

A team of rowers rowing a boat

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

          • image
          • image
          • FL

                550 Biltmore Way
                Coral Gables, FL 33134
                grace.barton@ubs.com
                Grace Barton
                550 Biltmore Way,Coral Gables,FL,33134
              Three generations in apple orchard

              Turn possibilities into a plan

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              A leading global wealth manager

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              Los Angeles fire relief

              Support and resources

              The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

              Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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