Hallandale Beach, FL Office

Allan Yarkin is a financial advisor at UBS Financial Services with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory role, Yarkin serves on investment committees for the ICA Museum Miami and the Foundation of the Greater Miami Jewish Federation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services that include fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Jane Zimmerman is a financial advisor with UBS Financial Services in Hallandale Beach, FL, holding Series 63 and Series 65 licenses and with 43 years of industry experience. She has been with UBS since 1994. Outside of financial services, she is the president of NJ Photographics, a commercial photography business. 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 offerings. The firm utilizes proprietary research and model-based asset allocations to tailor plans that align with clients' goals and risk tolerances.

Henry Boyce IV is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. 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, offering research-based asset allocation and various capital markets services.

Sumaya Musa is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 advice to clients’ goals and risk tolerances.

Lyon Roth is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He previously worked at Merrill and AllianceBernstein L.P. Outside of his advisory role, Roth serves on advisory committees for companies involved in solar energy, aerospace engineering, and water solutions, contributing to business development and strategy decisions. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Brian Gold is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Pedro Villari is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked for J.P. Morgan Securities from 2014 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Henry Boyce III is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as vice president of Becca's Closet, a charity providing free prom dresses to high school girls. 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 financial plans. The firm offers a broad range of capabilities including fee-based planning, portfolio management, principal trading, and custody services.

Jonathan Fleischer Peicher is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2016, following five years at Credit Suisse Securities (USA) LLC. Prior to his career in finance, he co-owned a lumber sawmill operation in Venezuela that exported wood crafts. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based strategies to tailor advice to clients’ goals and risk tolerances.

Martin Fleischer is a financial advisor with UBS Financial Services in Hallandale Beach, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves on the board of directors for Scheck Hillel Community School, a private PK-12 school in Miami, Florida. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management through proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

David Sheinheit is a financial advisor with UBS Financial Services in Hallandale Beach, FL, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves as the incoming president of the North Dade South Broward Estate Planning Council, an educational organization focused on trust and estate planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary fee-based financial planning and a broad suite of capital markets offerings.