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Adam R
Series 66
Ft Lauderdale, FL
UBS Financial Services
Adam Rogers is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he served as a trustee and Treasurer on the board of the Metrowest Health Foundation and was a member of its audit and investment committees. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored using proprietary research and model-based asset allocations.
Derrick M
Series 63
Fort Lauderdale, FL
UBS Financial Services
Derrick Munroe is a financial advisor with UBS Financial Services in Fort Lauderdale, FL, holding a Series 63 designation and 24 years of industry experience. He has been with UBS since 2013. Munroe serves as the treasurer and is a member of the executive team for Jamaican Men of Florida, a charity focused on mental health and support for men of Jamaican descent in the diaspora. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.
Robert P
ChFC®, Series 63, Series 65
Ft. Lauderdale, FL
UBS Financial Services
Robert Panessiti is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has been with UBS since 2013. Outside of his advisory role, Panessiti serves on the finance committee of the Kennedy Donovan Center, an organization that assists families with children with disabilities, and participates in municipal budget review and reserve fund approval for the Town of Truro, MA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.
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