UBS Financial Services Inc. is a global leader in wealth management, with over $3.9 trillion in invested assets globally. With a focus on developing lasting relationships, their team of experienced professionals in Miami, FL provides clear advice and customized strategies to help clients pursue their financial goals. UBS is committed to delivering quality client service and has been recognized by Forbes as one of the Best-in-State Wealth Management Teams in 2023.
As a registered branch office of UBS Financial Services, their team in Miami, FL is led by Brad Rosenberg, the Executive Director and Market Director. Alongside Luz Gil, a Registered Branch Office Administrator, they work together to provide operational support and execute various strategies to meet the needs of their clients. With a global footprint spanning 51 countries, UBS is dedicated to guiding clients through financial challenges and market opportunities, backed by their long-standing history and strength as a leading global bank.
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