Experience Makes all the difference

We assist a select group of families in preserving and managing their wealth. Our Certified Financial Planner's work with you to develop a customized plan to help secure financial success for your generation and beyond. We take a proactive approach to asset management to mitigate risk and seek out opportunities to grow wealth. Frequent communication with our clients updates them on market conditions, the economy, and the impact it has on their portfolio.

Steven Elliot "Steve" Gold, CPWA®

Senior Vice President - Wealth Management
Senior Portfolio Manager
Wealth Advisor
305-536-9322

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As a Certified Private Wealth Advisor® with over 19 years of experience in wealth management, Steve Gold has made a name for himself in working with successful families and their complex needs. Before joining UBS, Steve worked at Morgan Stanley and was recognized with several excellence awards. At UBS, Steve is the Senior Vice President-Senior Portfolio Manager of the Gold Wealth Management Group and a member of the UBS President's Council. He has been recognized as one of the Forbes Best-In-State Wealth Advisors for 2018, 2019 and 2020. Steve was also one of UBS's top FA's 35 under 35 in 2013 and top FA's 40 under 40 in 2014. The Gold Wealth Management Group has been recognized by NABCAP in the South Florida Business Journal as one of South Florida's Premier Advisor for 2011 and 2012. Steve earned his BS in Finance and Computer Information Systems from the University of Miami.

Steve is actively engaged in the community serving as a board member on the University of Miami Entrepreneurship Board and a part of the University of Miami Business School Mentor Program. Steve chairs the Elevate Leadership and Under 45 Focus for the Greater Miami Jewish Federation. Steve is the current Vice President of the Zeta Beta Tau National Foundation Board. Steve lives in Miami, FL with his wife Avi and children Aaron and Sophie.


Registered States:
AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NM, NY, OH, PA, PR, RI, TX, UT, VA, VI


Thomas Christopher Duggan

Senior Wealth Strategy Associate
305-536-9399

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Tom has over 15 years of Fixed Income and Trading experience. He develops personalized wealth strategies, creates asset allocation models, and reviews portfolio holdings for individual clients. He traded Fixed Income Options at the Chicago Board of Trade and holds a Bachelor of Science in Economics from the University of Illinois at Chicago.


Registered States:
AZ, CA, CT, FL, GA, IL, MA, NC, NJ, NY, OH, PA, TX


Danisbel Conesa

Client Service Associate
305-536-9356

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Danisbel is our registered client service associate providing the team with our daily administrative support and meeting the ongoing needs of our clients. She also is responsible for our branding, client events, educational seminars, public relations and marketing for the team. Danisbel has a Bachelor in Supervision & Management from Miami Dade College.


Registered States:
FL


Amarylis Wallace

Client Service Associate
305-536-9361

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Amarylis is our client service associate responsible for our branding, client events, educational seminars, public relations and marketing for the team. She also assists the team with daily operations, client service, and the financial planning process Amarylis has a MS in International Business and a MBA in Marketing from the University of Miami Herbert Business School.