Lisa Paczkowski, CFP - UBS Financial Services Inc., 525 Okeechobee Blvd, Ste 1500, West Palm Beach, FL 33401, US

Donna Miller, CFP - UBS Financial Services Inc. is a reputable wealth management firm based in West Palm Beach, FL. With a team of experienced financial advisors, they offer personalized financial planning services to help clients achieve their short-term needs and long-term goals. By providing a clear structure and understanding of clients' financial situations, they ensure that their clients stay focused at every stage of life, from today to future generations. As a global leader in wealth management, UBS Financial Services Inc. has a strong presence in 51 countries and manages over $3.9 trillion in invested assets globally. With a history of over 160 years, they have proven their resilience in guiding clients through various financial challenges and market opportunities. Their commitment to client success is demonstrated through their integration with Credit Suisse, which further strengthens their ability to support clients in achieving their financial goals.Generated from the website

John Fulton, Ned Lubell, Sara Roth - UBS Financial Services Inc.

Greenspoon Marder LLP

RBC Wealth Management Branch - West Palm Beach

Dr Dawn Harris Sherling, MD