Evan started his wealth management career at Merrill Lynch in 2011. He moved with his team to UBS in 2013 where he currently is responsible for client service, client acquisition, and business development. In addition, he also manages the team's web-based technology services and helps implement the team's investment management strategy.

Evan graduated from the University of North Florida in Jacksonville, FL where he received a Bachelor's degree in communications and advertising. He lives in Fort Lauderdale, Florida.

Registered States:
CA, CO, CT, DE, FL, GA, MA, MI, MN, MO, NC, NY, PA, SC

Alex joined the UBS Private Wealth Management team in 2014. With a focus in comprehensive financial planning, Alex helps families and individuals determine their financial goals and develop strategies to achieve them. He is also responsible for client relationship management, business development, and executing the team’s investment management strategies.

Alex graduated from the University of Central Florida in Orlando, Florida where he received a bachelor’s degree in advertising and public relations. He lives in Fort Lauderdale, Florida.

Registered States:
CA, CO, CT, DE, FL, GA, MA, MI, MN, MO, NC, NY, PA, SC

Crystal joined UBS in 2013 with 19 years of experience in the financial services industry. She provides administrative support to the team with dedication and exceptional attention to detail. As a fully registered Senior Client Service Associate, Crystal is responsible for account maintenance, office operations, and providing clients with a high level of service. Crystal lives in Plantation.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, MA, MI, MN, MO, NC, NJ, NY, PA, RI, SC, WI

Kathy began her career in 1998 and joined UBS in 2013. She is a dedicated team member who provides administrative support in all phases of client service including relationship building, account maintenance, and office operations. Kathy manages the many details required to provide clients with a high level of service. She earned an associate's degree from Berkeley College and graduated from Touro College with a bachelor's degree in business administration. Kathy lives in Fort Lauderdale.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, MA, MI, MN, MO, NC, NJ, NY, PA, RI, SC, WI