Susan Morse, Senior Vice President-Wealth Management for UBS Financial Services Inc., with over 35 years of financial services experience in Brevard County, works each day to guide her clients through the complications of market cycles and corrections.
Her client dedication has grown her business by providing families with both financial guidance and advice beyond just investing.
Morse focuses on helping Space Coast families meet their personal and financial goals through a variety of investments within a customized financial plan. Her emphasis is on assisting aging clients deal with the many complications of their often rapidly changing situations, responding to their unique needs and proactively helping them navigate the road ahead.
She recently welcomed Dan Levy to her team, which also includes service associates Jane Baxter and Maria Reza, giving the team more than 80 years of combined experience. Morse’s team provides clients a boutique experience while drawing on all the resources of UBS Financial Services Inc., one of the world’s largest wealth managers.
UBS Financial Services Inc. | 6905 N. Wickham Rd. | Melbourne, FL 32940
1 Scorpio Partnership’s “Global Private Banking Benchmark 2016” rank of global wealth managers by assets under management as of 12.31.2016.
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 ubs.com/workingwithus.
© UBS 2019. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member of FINRA and SIPC.
UBS Financial Wealth Services
Title: Sr. Vice President – Wealth Management