UBS Advisor Scott Zelniker Expands Private Wealth Management Practice to Sarasota

Business

UBS announced today that Scott Zelniker, CRPC®, CRPS®, a Private Wealth Advisor in the firm’s New York City office, has expanded his Private Wealth Management (PWM) practice to Sarasota. 

Scott specializes in multigenerational wealth planning, asset management, risk management, business succession planning, philanthropy and family governance. His 13-person team manages $1.5 billion in assets and has decades of experience serving the complex needs of ultra-high-net-worth individuals and families. With this move, Scott will continue to serve clients in both Florida and New York from UBS’s Sarasota office, while his business partner Peter Dorfman will remain in New York City and continue to serve clients from there.  

“We’re thrilled that Scott is moving to Sarasota and expanding his practice to the local area,” said Greg Kadet, Greater Florida Market Head at UBS Wealth Management USA. “His presence will create a positive impact in our growing community and allows us to provide individuals, families and businesses in Sarasota with the ultra-high-net-worth experience of a 30-year industry veteran.”

“After commuting between New York and Florida for more than 15 years, I’m delighted to make Florida my home and bring my team’s experience, energy and knowledge to Sarasota,” said Scott. “Over the last year, we’ve seen a tremendous increase of wealthy retirees and families moving to Sarasota, which according to research[1], is rated as the top place to retire in Florida. Our team is looking forward to serving the needs of these new residents and existing clients locally.”

Click here for the Sarasota branch.

« View The Thursday May 13, 2021 SRQ Daily Edition
« Back To SRQ Daily Archive

Read More

Arts Advocates Presents The First Lady of the Highwaymen Lecture on March 27

Arts Advocates Presents The First Lady of the Highwaymen Lecture on March 27

Mar 8, 2024

Freedom to Wander

Freedom to Wander

Laura Paquette | Mar 1, 2024

From Osprey to the Olympics

From Osprey to the Olympics

Dylan Campbell | Feb 1, 2024

A Royal Performance

A Royal Performance

Interviewed by Wes Roberts, Edited by Barbie Heit | Feb 1, 2024