Palm Beach Gardens, FL Pga Blvd. Office

Kyle Smith is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Painewebber Incorporated since 1997. 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.

Steven Scalici is a CFP®-designated financial advisor with UBS Financial Services, bringing 32 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Scalici serves as a pastor at the Family Church of Jupiter and co-authored a book on generosity. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client solutions.

Kathleen Leavey is a Series 66-licensed financial advisor at UBS Financial Services with 16 years of industry experience. She has been with UBS since 2014, working in Palm Beach Gardens, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, offering fiduciary financial planning and leveraging proprietary research and model-based asset allocations.

Jason Zitter is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding a Series 66 designation and 15 years of industry experience. He has been with UBS since 2010, including his role at UBS Bank USA. Outside of his advisory work, he serves on the school board and finance committee for Rosarian Academy in West Palm Beach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Steven Mcmahon Sr. is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Ted Scharch is a financial advisor at UBS Financial Services with 25 years of industry experience. He has worked at UBS since 2009 and previously spent six years at Banc of America Investment Services. He holds the 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, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Amy Tamblyn is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds the Series 63 and Series 65 designations. Her previous experience includes roles at Morgan Stanley Smith Barney, Morgan Stanley & Co., and Wells Fargo Clearing. 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 capital market assumptions and research to tailor financial plans and portfolio management to client goals and risk tolerances.

David Franken is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he serves on the board of a local country club, where he reviews financials and advises on expenditures. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocation to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and maintains affiliated banking and securities-backed lending programs.

Timothy W. O'Brien is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with UBS since 1990. 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 through a network of financial advisors who leverage proprietary research and model-based asset allocations.

Mitchell Bellak is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services 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 provides research and capital markets services through a broad platform.

Michael Melnyk is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Nancy Moon is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL. She holds Series 63 and Series 66 licenses and has 36 years of industry experience, including 10 years with UBS. 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 provides fee-based financial planning, portfolio management, and a range of capital markets and research resources.

Lauren Histon is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding a Series 66 designation and bringing 14 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm delivers advisory work through a network of Financial Advisors who utilize proprietary research and model-based asset allocations tailored to client goals and risk tolerances.

Kelly Oberg is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL. He holds a Series 63 designation and has 28 years of industry experience, all with Painewebber Incorporated. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Zachary Sobel is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining UBS in 2025, he spent a decade with Morgan Stanley and its affiliated private bank. 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, utilizing proprietary research and model-based asset allocations in client advisory.