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William L

Series 66

Melbourne, FL

UBS Financial Services

William Landers is a Series 66 credentialed financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he worked at Boeing for six years and Northrop Grumman for five years. 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, offering research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Jeffrey H

Series 63, Series 65

Melbourne, FL

UBS Financial Services

Jeffrey Hoffman is a financial advisor with UBS Financial Services in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience since 1988. He serves on a committee for the Community Foundation for Brevard, where he reviews and scores grant applications. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management to offer tailored financial planning and portfolio management.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Susan M

Series 63

Melbourne, FL

UBS Financial Services

Susan Morse is a financial advisor with UBS Financial Services in Melbourne, FL, holding a Series 63 designation and bringing 43 years of industry experience. She previously worked at Morgan Stanley and its affiliated entities for a total of 13 years before joining UBS in 2014. Outside of her advisory role, she is co-owner of SBS Precision Sheetmetal, a family business. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Todd S

Series 63, Series 65

Melbourne, FL

UBS Financial Services

Todd Starkey is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages rental properties through his sole ownership of Little Brook Holdings LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Patricia P

Series 63, Series 65

Melbourne, FL

UBS Financial Services

Patricia Picornell is a financial advisor at UBS Financial Services with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of her advisory role, she serves on the board of directors for Florida Whips, a statewide nonprofit dedicated to carriage driving, where she coordinates events in Southeast Florida. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and market insights.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Daniel L

Series 66

Melbourne, FL

UBS Financial Services

Daniel Levy is a financial advisor at UBS Financial Services in Melbourne, FL, holding a Series 66 designation with 13 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Levy serves on the board of the MOAA Cape Canaveral Scholarship Corporation, which manages a scholarship endowment to support future leaders. 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 services, leveraging proprietary research and capital market strategies to tailor client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Alexander S

Series 66

Melbourne, FL

UBS Financial Services

Alexander Salazar is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has been with UBS since 2017. Prior to UBS, he worked at FMR, Florida State University, and Tsamoutales Strategies. UBS Financial Services serves individual, corporate, and institutional clients by offering 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 utilizes proprietary research and model-based asset allocations in its advisory approach.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Maria R

Series 66

Melbourne, FL

UBS Financial Services

Maria Reza is a financial advisor with UBS Financial Services in Melbourne, FL, holding a Series 66 designation and 16 years of industry experience. She 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 financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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