Lake Worth, FL Office

Richard Schutt is a financial advisor at UBS Financial Services with 50 years of industry experience, including 40 years at UBS. He holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor client plans.

Michael Stubbs is a financial advisor with UBS Financial Services in Lake Worth, FL. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he is involved in small business ventures related to interior design and clothing delivery with his spouse. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.