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Divina B
Series 63, Series 66
Columbia, SC
UBS Financial Services
Divina Bundick is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for 14 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.
Richard W
Series 63
Fort Myers, FL
UBS Financial Services
Richard Williams is a financial advisor with UBS Financial Services in Fort Myers, FL, holding a Series 63 designation and bringing 43 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, offering a wide range of capital markets and research resources.
Andrew R
Series 66
Phoenix, AZ
UBS Financial Services
Andrew Ruboyianes is a financial advisor with UBS Financial Services in Phoenix, AZ, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, he serves on the advisory board for Dave Ramsey’s lead referral program and holds board and leadership positions with AHEPA, an organization focused on promoting Greek culture. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.
Adam S
Series 63, Series 66
Memphis, TN
UBS Financial Services
Adam Sowell is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2001 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing real estate investments with his wife. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad platform of capital markets and advisory services.
Laura M
Series 66
Baltimore, MD
UBS Financial Services
Laura Michael is a financial advisor with UBS Financial Services in Baltimore, MD, holding a Series 66 designation and nine years of industry experience. She previously worked at Merrill for six years before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets services.
Jason K
Series 66
New York, NY
UBS Financial Services
Jason Kurz is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. Outside of his advisory role, he owns CanTribe LLC, a business providing packaging materials to the craft brewing industry, which is primarily operated by his father. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating across multiple financial service areas including brokerage, advisory, and capital markets.
Anderson B
Series 66
Weehawken, NJ
UBS Financial Services
Anderson Boursiquot is a financial advisor at UBS Financial Services with three years of industry experience. He previously worked at Morgan Stanley and held a position at Lockheed Martin - Sikorsky Aircraft. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and offers a broad range of financial products and capital markets services.
Jeffrey H
Series 63, Series 65
Salt Lake City, UT
UBS Financial Services
Jeffrey Hunter Sr. is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS Financial Services since 2007. Outside of his advisory role, he serves as an advisor to the Auticon Training Institute, a nonprofit focused on increasing employment opportunities for individuals on the autism spectrum. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and capital market models to tailor client strategies.
Donald D
Series 66
West Palm Beach, FL
UBS Financial Services
Donald Dever is a financial advisor with UBS Financial Services in Fort Pierce, Florida, holding a Series 66 credential and 18 years of industry experience. He has been with UBS Financial Services since 2015. Dever serves on the Nova Southeastern University Regional Campus Advisory Board and the University of Miami Planned Giving Advisory Board, participating in higher education outreach and charitable giving initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets, custody, and lending solutions.
Dylan A
Series 66
Tampa, FL
UBS Financial Services
Dylan Alagood is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Polley Wealth Management and LSQ Funding Group, as well as other positions outside the financial sector. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.
Christian Z
Series 63, Series 65
Bellevue, WA
UBS Financial Services
Christian Zwicky is a financial advisor at UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Robinhood Financial, Bank of America, Merrill, and Wells Fargo. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management solutions. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.
Jasmine T
Series 66
Atlanta, GA
UBS Financial Services
Jasmine Thomas is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2019, following six years at Merrill. Outside of her advisory role, she is involved part-time with The K'dy Group LLC as an event planner and day-of coordinator, and she is a partner in Bespoke Properties LLC, where she participates in property renovation and decor selection. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets services.
Mark R
Series 63, Series 65
Winston-Salem, NC
UBS Financial Services
Mark Robinson is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS since 2005 and previously worked at Legg Mason Wood Walker, Incorporated from 2001 to 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research from its Chief Investment Office and global research teams.
William G
CFP®, Series 63, Series 65
Houston, TX
UBS Financial Services
William Goldberg is a CFP® with 30 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2012. He holds the Series 63 and Series 65 licenses and is based in Houston, TX. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients.
Jin S
Series 66
New York, NY
UBS Financial Services
Jin Son is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS, Son worked at Car Magic Auto Inc. and held positions at Baruch College and Bayside High School. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm leverages proprietary research and institutional trading capabilities to provide a broad range of wealth management and capital markets services.
Nicole H
Series 63
Wayzata, MN
UBS Financial Services
Nicole Hiller is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS Financial Services since 2011 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supporting its advisors with proprietary research and a broad platform of capital markets and advisory solutions.
Luke M
Series 66
New York, NY
UBS Financial Services
Luke Madden is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to his advisory role, he held positions at Pfizer and attended the College of the Holy Cross. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.
Arifa M
Series 66
Alpharetta, GA
UBS Financial Services
Arifa Maqbool is a financial advisor with UBS Financial Services in Alpharetta, GA, holding a Series 66 designation and bringing 19 years of industry experience. She has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm also integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.
Amritansh T
CFA®, Series 63, Series 65, Series 66
Weehawken, NJ
UBS Financial Services
Amritansh Tewary is a CFA® charterholder with 16 years of industry experience currently serving as a financial advisor at UBS Financial Services. His prior experience includes roles at Morgan Stanley, Zeke Capital Advisors, and Lincoln Financial Group. He holds Series 63, Series 65, and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging proprietary research and model-based asset allocation to tailor client solutions.
Riley B
Series 66
Denver, CO
UBS Financial Services
Riley Baker is a financial advisor at UBS Financial Services in Denver, CO, holding a Series 66 designation with less than one year of industry experience. Prior to joining UBS, Baker held positions at Reformation, Arrow Electronics, Vuori, and Kinder Care, as well as roles in education at Castle View High School and the University of Denver. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.
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