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

UBS Financial Services Inc. in West Palm Beach, FL, is a leading global wealth manager with a history spanning over 160 years, demonstrating resilience through varying market conditions while guiding clients towards their financial goals. Their innovative UBS Wealth Way approach organizes wealth management into three critical dimensions: Liquidity for immediate expenses, Longevity for long-term needs, and Legacy for future priorities.

Committed to personalized insights and relationship-building, UBS leverages its vast expertise to explore and manage varied client ambitions and investment aspirations. Through initiatives such as the UBS Optimus Foundation, the firm not only assists clients in achieving their wealth goals but also actively engages in community support and philanthropic efforts.

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