Branch Manager

FOUNDED:  1862

LOCATION:  Melbourne, FL

PHONE:  (321) 729-6770


Building on its history of over 150 years, UBS Financial Services Inc. is committed to bringing its global resources to bear on client portfolios to help them pursue their wealth management goals. With a presence of over 20 years in Melbourne, UBS remains strongly positioned to help clients address the realities of the global economy and their sophisticated needs.

The company’s approach to wealth management is the “UBS Wealth Way*.” Working together to help clients pursue what matters most, UBS Wealth Way starts with questions and a discussion that helps focus on what’s really important to clients. Then, UBS can help organize their financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses; Longevity—for longer-term needs; and Legacy—for needs that go beyond one’s own.

To complement the economic and municipal growth of Melbourne, UBS has moved its offices to the Suntree area and is now located at 6905 N. Wickham Rd. in Melbourne. The new location allows UBS to further serve existing and new clients from a central location.

*UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. Strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability.

In providing wealth management services to clients, we offer both investment advisory and brokerage services which are separate and distinct and differ in material ways. For information, including the different laws and contracts that govern, visit

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

©UBS 2018. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC