UBS Financial Advisor Teams Merge on the Suncoast to Form The Zelniker Dorfman Heritage Group

Business

SRQ DAILY FRESHLY SQUEEZED CONTENT EVERY MORNING THURSDAY OCT 10, 2019

Scott Zelniker and Jason Hughes of UBS Financial Services have joined forces to form The Zelniker Dorfman Heritage Group, offering clients the resources of the world's largest wealth management firm, and the concierge service you would expect from a boutique firm. The combined team manages nearly $1 billion of client assets and will be based out of Sarasota, Florida.Veterans of the financial services business, the founders of both teams have acquired an understanding of family dynamics, financial markets and business that only decades of extensive practice can bring. Zelniker and Hughes recognized early that they share a similar clientele and a similar philosophy on how clients should be served. When the timing was right to merge, they seized the opportunity. The Group’s concierge service model includes customized investment solutions, proactive asset management, private banking, tailored lending, estate planning, philanthropy and liquidity options for clients. The result is a financial planning entity that gives the advisors the ability to service clients through a holistic, multi-generational lens.

Pictured: Scott Zelniker (lower right) and Jason Hughes (lower left) of UBS Financial Services have joined forces to form The Zelniker Dorfman Heritage Group. The combined team manages nearly $1 billion of client assets and will be based in Sarasota.

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