The Zelniker Dorfman Carr & Heritage Group - UBS Financial Services Inc.

Visit our office today located in New York, NY. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Doremus & Company, a branding agency, is part of Omnicom Group, a strategic holding company that manages a portfolio of companies worldwide. Its companies operate in the disciplines of advertising, marketing services, specialty communications, interactive and digital media, and media buying services. The firm has three globally known brands BBDO Worldwide, DDB Worldwide and TBWA Worldwide. Its leading United States based advertising agencies include Arnell Group; Goodby, Silverstein & Partners; GSD&M; Martin/Williams; Merkley + Newman; Harty Partners; and Zimmerman Partners. Omnicom s diversified agency services consist of more than 100 companies that provide services in direct marketing consultancy, public relations, promotional marketing and specialty communications. Omnicom s leading media agencies are part of OMG and the group consists of two media companies, OMD Worldwide and PHD Network, as well as several media specialist companies. Doremus & Company maintains offices in New York.

Mauricio Dorfzaun is a Managing Director at UBS Financial Services Inc. in New York, NY. With over 20 years of experience, Mauricio specializes in providing highly customized solutions for high-net-worth individuals and UHNW families in Latin America. He has a strong background in wealth management and investment banking, having previously worked at JPMorgan and UBS Investment Bank. Mauricio holds an MBA from Duke University and a BS in Economics and Finance from Bentley University. At UBS, Mauricio and his team offer comprehensive advice and services in areas such as investing, custom portfolios, banking, and asset allocation. They prioritize understanding their clients' priorities and concerns, working together to develop strategies that align with their life goals. Mauricio's expertise and dedication to his clients make him a trusted advisor in the field of wealth management.Generated from the website