Experience Makes all the difference
Located in the heart of downtown Fort Lauderdale, we are uniquely qualified to help you create customized wealth management solutions for clients. Leveraging the strength of the firm’s highly regarded reputation for quality and integrity, our Financial Advisors have access to global resources designed to help them address the changing needs of their clients.
In the South Florida Market, we want to win. With everything we do, we strive to be the best and deliver an exceptional experience to our clients, Financial Advisors and support staff. We take great pride in having an office environment that feels like family. There is truly a team atmosphere; all our employees help and support each other, led by several Financial Advisors who have been loyal to UBS for more than 30 years.
We are here to meet the needs of our Financial Advisors with a dynamic, supportive environment designed to encourage and reward growth. Our open architecture allows us to offer an extensive product and services platform like no other in the business. We offer a robust training platform and industry-defined accreditation programs to support your business growth.
Our management team has more than 100 years of combined experience and we all work toward the same goal: to care for our clients and help our Financial Advisors be the best they can be.