Rasheeda Brix is a financial advisor with UBS Financial Services in Winter Park, FL, holding a Series 66 license and having 16 years of industry experience. She has been with UBS Financial Services since 2015. 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 and delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Emily Bell is a financial advisor at UBS Financial Services with 20 years of industry experience. She has been with UBS since 2008 and holds a Series 66 designation. UBS Financial Services 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Luzi Sommer is a Series 66-licensed financial advisor with UBS Financial Services, based in Coral Gables, FL, and has seven years of industry experience. Prior to his current role starting in 2018, he worked for UBS Asesores Mexico from 2013 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Catherine Lapadula is a financial advisor with UBS Financial Services in New York, NY, holding a Series 63 designation and bringing 30 years of industry experience. She has been with UBS since 2010 and is a partner in a private real estate holding company established as an opportunity vehicle. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a broad platform that includes financial planning and portfolio management.

Patrick Murphy is a Series 66–licensed financial advisor with nine years of industry experience, currently affiliated with UBS Financial Services in Hyannis, MA since 2017. His prior experience includes roles at Eastern Bank, Cortina Business Management, and Choate Hall and Stewart. He serves on the Board of Directors for the Estate Planning Council of Cape Cod. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of fee-based financial planning, portfolio management, and capital markets solutions. The firm combines institutional trading capabilities with wealth management services, using proprietary research and asset allocation models to tailor client plans.

David Kelly is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses. He has 35 years of industry experience, including multiple roles within UBS and UBS Asset Management over the past decade. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client portfolios.

Alison Mueller is a financial advisor at UBS Financial Services in Plymouth, MI, holding a Series 66 designation with two years of industry experience. She previously worked at Plante Moran PLLC for six years and spent one year at Omnivere. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

Frank Lockwood Jr. is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services 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 and provides a broad range of capital markets and research resources to support its advisory network.

Margaret Rabito is a financial advisor at UBS Financial Services with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. Rabito serves as a member of the Greenburgh Conservation Advisory Council and is on the board and investment committee of The Joy of Giving Something Inc., a nonprofit supporting photographic arts and arts education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management.

Alexandra Franz is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation. She has previous experience at Voya Financial, Morgan Stanley, and Willis Towers Watson. Her background also includes roles outside finance, such as teaching and sports academy involvement. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers additional services including custody, underwriting, and securities-backed lending.

Paul Stevens is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS since 2001 and holds the Series 63 and Series 65 licenses. 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 integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Caesar Abed is a financial advisor with UBS Financial Services in Weehawken, NJ. He holds the Series 63 and Series 66 designations and has been in the industry since 2025. His prior experience includes roles at Charles Schwab & Co., Inc. and Beach City Capital, as well as three years at Chapman University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals, combining institutional trading capabilities with wealth management services.

Brandon Brown is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. He has been with UBS Financial Services since 2014. 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 and uses proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Michael Lorenzo is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partner in residential real estate ventures involving property rental. 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, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Ryan Breger is a financial advisor at UBS Financial Services in Chicago, IL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Charles Schwab, Mazars, and Deerfield Park District, as well as involvement with Indiana University and Deerfield High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Meridith Verge is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at UBS since 2019 and previously spent 11 years at National Financial Services LLC. Outside of her advisory role, she is also a cycle instructor at Life Time in Medford, MA. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor strategies to client goals and risk tolerances.

William Stonhaus is a financial advisor with UBS Financial Services in San Jose, CA. He holds Series 63 and Series 65 designations and has 44 years of industry experience. Stonhaus has been with UBS Financial Services since 2008. UBS Financial Services 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 and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Spencer Tabor is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Regions Bank and Whitaker Bank and has a background in education from Morehead State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Tyler Masukawa is a financial advisor at UBS Financial Services with eight years of industry experience. He has been with UBS since 2017 and previously worked at Capital Group for one year. He holds the Series 66 designation and is based in Irvine, CA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Luke Naes is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and TD Ameritrade. Outside of his advisory role, Naes serves as a board member for Boulder Country Day School and is involved in art investment through Masterworks. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to a wide range of investment products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.