Your vision. Your purpose.

Southeast Private Wealth Management

Building legacies to last

We have a long-standing commitment to partnering with individuals and families throughout the Southeast who seek to make a lasting impact. Building a legacy requires a partner who shares your vision and can offer the experience, resources and insight to help guide you on your journey.

A commitment beyond wealth

  • 150-year heritage in helping you transform your success into a lasting legacy
  • Resources for your unique and sophisticated needs—including your business, family, philanthropy and personal passions
  • Resources for educating your children about the responsibilities of wealth
  • Insights and experience to enrich every aspect of your life.

You’re in great company—UBS is the world’s largest wealth manager.

Best Global Private Bank

Euromoney, 2016 – 2019
PWM The Banker, 2019, 2017, 2016

Best Services for Philanthropy
and Social Impact Investing
Euromoney, 2015 – 2018

Best Family Office Services
Euromoney, 2018, 2017

Best Services for Succession Planning Advice and Trusts
Euromoney, 2015 – 2019

Best Bank for Wealth Management
in North America
Euromoney, 2017

Best Global Wealth Manager
Euromoney, 2015 – 2018

The Euromoney awards were independently determined and awarded by the Euromoney editorial team. UBS did not pay a fee in exchange for these awards. For more information on a particular award, please visit ubs.com/us/en/designation-disclosures.

Advice for life’s dimensions.

Our partnership with you encompasses different dimensions of your life—your investments, business, passion and legacy. By understanding your vision, motivations, core values and what is most important to you, we develop a plan that’s truly personalized for you.

Personal attention to every detail.

Your team is dedicated to providing you with the utmost personal attention and care in everything we do. With knowledge that is shaped by working with the world’s most influential families, we bring together skilled advice, expert insights and in-depth research to address your individual needs.


Working together to help you pursue what matters most

Significant wealth brings complexity. UBS Wealth Way helps you think about your life and wealth along three key strategies: Liquidity. Longevity. Legacy. Each is designed to work in tandem throughout your life and beyond. Together, we’ll look at every aspect of your wealth—including nurturing your family’s financial, social and human capital. All so that we can help pass on your values and your legacy today, tomorrow and for generations to come.

Liquidity. Longevity. Legacy.

Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Liquidity

To help maintain your lifestyle

This strategy helps you manage cash flow for near-term expenses. It can give you the confidence to fund short-term needs regardless of the markets, and helps reduce the likelihood of making impulsive investment decisions during periods of market volatility. 

  • Entertainment and travel
  • Taxes
  • Purchasing a home

Longevity

To help improve your lifestyle

This strategy includes the resources you’ll need over the course of your life. It can help you gain confidence in your future by allowing you to shift your focus to meeting long-term goals rather than trying to outperform the markets.

  • Retirement
  • Healthcare and long-term expenses
  • Second home

Legacy

To help improve the lives of others

This strategy includes all of the resources for needs that go beyond your own. Having a Legacy strategy can boost your confidence by reframing risk based on specific legacy goals and longer time frames.

  • Giving to family
  • Philanthropy
  • Wealth transfer over generations

Your leadership team

Your leadership team has deep experience in the sophisticated needs of the wealthy. The team works closely with your Financial Advisor in bringing you the global resources, intellectual capital and comprehensive solutions the firm has to offer

Lane Strumlauf

Market Head, Southeast Private Wealth Management

3280 Peachtree Road NE, 21st Floor
Atlanta, GA 30305
lane.strumlauf@ubs.com
404-479-6060

As the head of Private Wealth Management and the ultra high net worth business in the Southeast for UBS Wealth Management Americas (WMA), Lane oversees approximately 80 Advisors and $35 billion in client assets. Prior to his current role, Lane was the Market Head of San Francisco Private Wealth Management and West Division Director. He also held the position of Regional Director for the Northwest United States, which he led to Region of The Year in 2015. This followed four years running WMA’s South Florida Complex where he and his team were recognized as Complex of The Year in 2013. Lane began his career in the financial services industry in 1992 as a financial advisor with Shearson Lehman Brothers in Atlanta, GA.

Lane and his family live in Atlanta, GA and he enjoys traveling, the outdoors and playing golf. Lane’s philanthropic interests are centered on medical research—after losing his closest friend and multiple family members to cancer, he has become an active fundraiser for the American Cancer Society, St. Jude Children’s Research Hospital and the Susan G. Komen for the Cure. Lane also serves as president of the Oren Margol Foundation, a nonprofit organization created to help fund cancer research.

Karl H. Ruppert

Complex Manager, South Florida Private Wealth Management

525 Okeechobee Boulevard, Suite 1500
West Palm Beach, FL 33401
karl.ruppert@ubs.com
561-659-9582

As the Complex Manager of South Florida Private Wealth Management, Karl leads 15 businesses in 5 locations across the southeastern part of the state. Karl began his career in financial services in 1993. Since then, he has been a financial advisor, sales manager, branch manager and complex director. Each position showcased his notable leadership in working with teams and guiding them forward. Karl joined UBS in November 2010.

Karl graduated from The American University in Washington, D.C. with a B.S. in CLEG interdisciplinary studies (communications, law, economics, and government). He holds his Series 3, 7, 9, 10, 31, 63 and 65 securities licenses. He has enjoyed working with Habitat for Humanity, Big Brothers and Big Sisters and his local food bank. He is also a black belt in Tae Kwon Do and mixed martial arts enthusiast. Karl and his wife, Michele, enjoy spending time together with their daughter and son, Kendall and Alex.

Reema Bosmia

Assistant Market Head, Southeast Private Wealth Management

525 Okeechobee Boulevard, Suite 1500
West Palm Beach, FL 33401
reema.bosmia@ubs.com
212-713-2446

As the Assistant Market Head for Southeast Private Wealth Management, Reema works with Private Wealth Advisors across Florida, Georgia and Tennessee to help them deliver the full range of UBS’s global capabilities, expertise and solutions to ultra high net worth clients. Reema entered the financial services industry in 2005 and came to UBS one year later. Over the course of her career at UBS, she has held a variety of leadership roles on teams based in multiple cities, including New York City, Miami and Tampa.

Reema earned a B.A. in political science from the University of Florida and an M.B.A. in marketing from Golden Gate University in San Francisco. She holds her Series 7, 9, 10 and 66 securities licenses. In addition to spending time with friends and family, Reema enjoys traveling and being outdoors. She is also a wine enthusiast and avid college football fan.

Tracey Trapani

Assistant Market Head,
Southeast Private
Wealth Management

3280 Peachtree Road NE, 21st Floor
Atlanta, GA 30305
404-479-6004
tracey.trapani@ubs.com

Tracey is the Assistant Market Head for Southeast Private Wealth Management. In partnership with the Market Head, Tracey helps advisors and their teams navigate the firm's resources to access all of our capabilities and solutions, enabling advisors to best serve their clients' needs. Tracey joined UBS in 2012 in a risk management role, before serving as Business Strategist for the Central Division. Prior to joining UBS, she spent 15 years at Merrill Lynch in various support and risk management roles. Tracey is a graduate of The College of New Jersey in Ewing, NJ. She is an avid traveler and spends time volunteering with the Crisis Text Line and Knots of Love.

Antonio Cotton

Market Administrative Officer, Southeast Private Wealth Management

525 Okeechobee Blvd, Suite 1500
West Palm Beach, FL 33401
561-776-2556
antonio.cotton@ubs.com

Antonio is the Market Administrative Manager for the Southeast Private Wealth Management region, which encompasses 14 offices throughout Florida, Georgia, Tennessee, North Carolina and New York. With Racquel Brown, he is responsible for leading all operational and administrative functions within the region. Antonio has been in the financial services industry since 2005, when he began as a cashier with Merrill Lynch. Antonio quickly moved into management for the Palm Beach Merrill Lynch Complex, which had seven offices from Palm Beach to Vero Beach. Antonio moved to UBS in 2015.

Antonio earned a dual B.A. in marketing and management from the Northwood University Michigan campus. In his free time, he enjoys travelling with his husband, mentoring veterans moving from the armed services into the business world and reading.

Jacqueline Spiro

Market Supervisory Officer, Southeast Private Wealth Management

525 Okeechobee Boulevard, Suite 1500
West Palm Beach, FL 33401
561-659-9543
jacqueline.spiro@ubs.com

Jacque is the Market Supervisory Officer for Southeast Private Wealth Management, which includes 14 offices throughout Florida, Georgia, Tennessee and New York. She oversees Audit, Compliance and Business Risk. Jacque has a breadth of experience in risk and compliance as well as institutional trading, having worked previously at Merrill Lynch Bank of America, Morgan Stanley and Raymond James, where she held the roles of Branch Examiner and Market Supervision Manager. She also held roles in dispute resolution at NASD (now known as FINRA) and securities litigation at Greenberg Traurig.

Jacque holds the Certified Private Wealth Advisor designation, as well as the Series 3, 7, 9, 10, 31 and 66 securities licenses the Life, Health and Variable Annuity insurance licenses. She earned a B.A. in business administration from Pace University in New York City. She has been a longtime volunteer for Habitat for Humanity. An avid traveler, Jacque enjoys planning vacations with her family to discover new places.

Racquel Brown

Administrative Manager, Southeast Private Wealth Management

3280 Peachtree Road NE, 21st Floor
Atlanta, GA 30305
404-479-6006
r.brown-lindsay@ubs.com

Racquel is the Administrative Manager for Southeast Private Wealth Management. During her 30 years in the industry, she has held a number of positions from support to management, with 11 years at Merrill Lynch and 19 years at UBS. In her role at UBS as Operations, Compliance and Administrative Officer, she was instrumental in the training and development of team associates and junior managers to further their careers within the industry. With Antonio Cotton, Racquel continues those responsibilities in her current role.

Racquel attended Fort Valley State College and has three children and two grandchildren. She volunteers for the Autism Society through S.N.A.C.K. (Special Needs Advocacy of Cobb County Kids, Inc.), a family nonprofit that advocates for and supports exceptional children in Cobb County, GA.

Gerald Pascal

Supervisory Officer, Southeast Private Wealth Management

525 Okeechobee Blvd, Suite 1500
West Palm Beach, FL  33401
561-659-9559
gerald.pascal@ubs.com

Gerald is the Supervisory Officer for Southeast Private Wealth Management. Gerald has over 15 years' experience in financial services in various supervision and compliance positions. Gerald also worked for NASD/FINRA as a Senior Compliance Examiner.

Gerald holds the Certified Anti-Money Laundering Certification (CAMS) as well as the Series 7, 24, 4, 53, 66, 63 securities licenses and Life, Health and Variable Annuity insurance licenses. He has a B.S. in finance from San Francisco State University and a MBA from Golden Gate University in San Francisco. Gerald is an officer in the US Army  and has been deployed abroad twice. He enjoys traveling and just about anything that will get him outside.

Jan Cowart

Market Service Manager, Southeast Private Wealth Management

816 A1A North, Suite 300
Ponte Vedra Beach, FL 32082
561-367-1808
jan.cowart@ubs.com

Jan began her career in the financial services industry in 1980 at Rotan Mosle which merged with PaineWebber in Texas. She has the held positions of Branch Liaison, Operational Support, Client Service Associate and Investment Associate. After a move to North Florida, Jan worked with Merrill Lynch where she was a Client Relationship Manager. Jan returned to UBS in 2011 where she was the Complex Administrative Manager of the Florida East Coast. Jan holds her series 7, 9, 10, 63 and 66 securities licenses and her insurance licenses.

Kathy Stephenson

Executive Team Assistant, Southeast Private Wealth Management

3280 Peachtree Road, 21st Floor
Atlanta, GA 30305
404-479-6016
kathy.stephenson@ubs.com

Kathy is the Executive Team Assistant for the Managing Director of the Southeast Private Wealth Management region that includes locations from Memphis, Atlanta, Coral Gables and Fort Lauderdale. She also assists other members of the leadership team with day-to-day operations. In her free time, Kathy enjoys the theatre, travel and volunteering at a senior center.


Let’s start a conversation.

Your goals and aspirations, your family and business, the legacy you want to leave behind-these are the things that drive you. They are also the very things that inspire us to craft an exclusive plan for you. To explore how we may serve you and your family-s needs, please contact us. And experience the UBS difference.

UBS Financial Services Inc.

3280 Peachtree Road NE
21st Floor
Atlanta, GA 30305
404-479-6000

Southeast regional offices

Atlanta

3280 Peachtree Road NE
21st Floor
Atlanta, GA 30305

Aventura

18851 NE 29th Avenue
11th Floor
Aventura, FL 33180

Boca Raton

1800 North Military Trail
Suite 300
Boca Raton, FL 33431

Bonita Springs

8000 Health Center Boulevard
Suite 150
Bonita Springs, FL 34135

Coral Gables

550 Biltmore Way
11th Floor
Coral Gables, FL 33134

Fort Lauderdale

401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301

Jacksonville

One Independent Drive
30th Floor
Jacksonville, FL 32202

Lafayette

201 Settlers Trace Boulevard
Suite 3004
Lafayette, LA 70508

Memphis

6070 Poplar Avenue
Suite 400
Memphis, TN 38119

Nashville

3102 West End Avenue
Nashville, TN 37203

Naples

801 Laurel Oak Drive
5th Floor
Naples, FL 34108

Orlando

111 North Orange Avenue
Suite 1300
Orlando, FL 32801

Palm Beach

525 Okeechobee Blvd
Suite 1500
West Palm Beach, FL 33401

Palm Beach Gardens

3801 PGA Boulevard
Palm Beach Gardens, FL 33410

Ponte Vedra

816 Highway A1A North
Suite 300
Ponte Vedra, FL 32082

Tampa

100 South Ashley Drive
Suite 1270
Tampa, FL 33602