Ponte Vedra, FL Private Wealth Management-UBS Financial Services Inc

Jonathan Awad-UBS Financial Services Inc, located in Ponte Vedra Beach, FL, specializes in personalized financial planning and wealth management, focusing on guiding clients through significant life events while preserving and passing on their wealth. With nearly 35 years of experience, Jonathan Awad and his team are committed to building long-term relationships and providing quality client service tailored to individual needs. As a leading global wealth manager, UBS has a proven track record of resilience and expertise, helping clients navigate market opportunities and financial challenges for over 160 years. Their approach, known as UBS Wealth Way, emphasizes liquidity, longevity, and legacy, ensuring a comprehensive strategy that addresses clients' financial goals across different timeframes. Generated from the website

Alvarez Generational Wealth Consultants part of UBS Financial Services Inc is a distinguished financial advisory firm located in Ponte Vedra Beach FL. Specializing in personalized wealth management strategies the team focuses on helping clients achieve their financial goals through expert investment advice and comprehensive financial planning. With a commitment to building lasting relationships they aim to empower clients with the knowledge and tools needed to secure their financial future. Generated from this place's information

Francis DiVito - UBS Financial Services Inc. in Ponte Vedra Beach, FL, is dedicated to providing personalized wealth management solutions by prioritizing client relationships and understanding individual financial goals. With a focus on comprehensive strategies that encompass liquidity, longevity, and legacy, the firm aims to help clients navigate their financial futures confidently. Led by Senior Vice President Francis DiVito, the team emphasizes collaboration with clients' CPAs and attorneys to ensure a holistic approach to wealth management. Their mission is to exceed client expectations through tailored advice and actionable plans that address specific financial needs and aspirations. Generated from the website