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As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

I contact my clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client’s goals, I offer wealth management strategies for today and years to come.  

Rita Bloom Gombar, CFP®
Vice President - Investments
Advisory and Brokerage Services
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
386-947-6049
800-758-8755 ext. 6049
386-274-7374 fax
rita.gombar@ubs.com
Managing Wealth


Is your plan for retirement still on track?
It is never too late or too early to start saving for retirement
What should you think about before you transition into retirement?

Experiencing UBS

The UBS Client Experience
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Personalizing Your Financial Plan

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Corporate Profile CorporateProfile.pdf (211kb)
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Formal signing of settlement agreement relating to the John Doe summons
UBS reports second-quarter 2009 earnings

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Market Outlook: Will September be a detour on the road to recovery?  (652kb)
Managing your wealth during retirement
Tax and wealth transfer considerations

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