Today, trusted financial advice is more important than ever. As your Financial Advisors, we take responsibility to provide that advice very seriously. That’s why a comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. What’s more, if your circumstances change over time, or new opportunities arise, we can adjust your plan to ensure it’s on track.
Here at UBS, we are a team of 8 (4 advisors, 4 assistants) that works exclusively on investment management and financial planning for high net worth families and institutional clients. Currently, we manage over $700 million in assets for clients throughout the US and Internationally. Our team ranges in age from 70 years old down to 34 years old, which helps us understand the various aspects of all age groups. Whether there is a desire for income, growth, lending, or alternative investments, our group has the ability to construct unique portfolios that fit the needs of each of our clients. Our senior partner in our group is a member of the Barron’s Top 1000 Financial Advisors in America, the only such designation given in Broward County amongst all firms and advisors. We pride ourselves on getting to know our clients on both a professional and personal level. http://financialservicesinc.ubs.com/team/garvinfinancial/