Boca Raton Wealth Management Group, a division of UBS Financial Services Inc., is a team of experienced professionals dedicated to providing comprehensive wealth management services. With a focus on personalized financial planning and a commitment to building long-term relationships, they offer expert knowledge, acclaimed resources, and highly professional services tailored to meet the constantly changing needs of their clients. Their approach to wealth management is based on Liquidity, Longevity, and Legacy, helping clients plan for their long-term goals while navigating uncertain markets.
Led by Senior Vice Presidents Harry Robins and Mark Smith, as well as Managing Director Lee Evan Gleeman, the Boca Raton Wealth Management Group offers a disciplined personalized investment process aligned with each client's unique objectives. With access to the intellectual capital of the world's largest wealth manager, they provide customized solutions and strategies to help clients pursue their financial goals. Located in Boca Raton, Florida, the team is dedicated to delivering quality client service and ensuring clients have a disciplined plan in place to meet their financial objectives.
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