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®
With over 15 years of experience in wealth management, Steve Gold has made a name for himself in working with wealthy families and their complex needs. Before joining UBS, Steve worked at Morgan Stanley and was recognized with several excellence awards. At UBS, he is designated as a Wealth Advisor, UBS Directors Council Member, UBS Banking Champion, appeared nationally on PBS Nightly Business Report. Steve was also one of UBS's top FA's 35 under 35 in 2013 and top FA's 40 under 40 in 2014. He and his team have been recognized by NABCAP in the South Florida Business Journal as one of South Florida's Premier Advisors for 2011 and 2012. Steve was nominated by Barron's and the Financial Times in 2014 as one of the top advisors in the country. Steve earned his BS in Finance and Computer Information Systems from the University of Miami.
Steve is actively engaged in the community serving on the U.M. Friends for Sylvester committee, University of Miami Business School Mentor Program, Temple Beth AM 4Play committee, Board Member of the Zeta Beta Tau National FoundationBoard. Steve lives in Miami, FL with his wife Avi and children Aaron and Sophie.
AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NY, OH, PA, PR, TX, UT, VA, VI, WA
Thomas Christopher Duggan
Senior Wealth Strategy Associate
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.
AZ, CA, CT, FL, GA, IL, MA, NC, NJ, NY, PA, TX
Michael Rafael De Marchena
Michael has 14 years of experience in the Financial Services industry. He provides the team with daily administrative support, coordination of ongoing initiatives; and prides himself on identifying and meeting the ongoing needs of our clients. He has a B.S. in Marketing from Bentley University, in Waltham, Massachusetts. Michael is a proud finisher of the New York City Marathon, and has completed several Half Marathons.
AZ, CA, FL, IL, MA, NC, NJ, NY, PA, TX
Client Service Associate
Danisbel is our Branding and Special Events coordinator for the Gold Wealth Management Group. She is responsible for branding, client events, educational seminars, public relations and marketing for the team. She also supports the team with daily administrative support and meeting the ongoing needs of our clients. Danisbel has a Bachelor in Supervision & Management from Miami Dade College.