Three UBS Advisor Teams Across New York City and Florida Merge to Expand and Diversify Client Services

Business

UBS Wealth Management USA announced that three Financial Advisor teams across New York City, Sarasota and Gainesville have merged together to expand and diversify their offering to clients. The teams, managed by advisors Scott D. Zelniker, Peter Dorfman, Michael Carr Jr., Jason E. Hughes, Justin K.  Leins, will go by the name of The Zelniker Dorfman Carr & Heritage Group, and will serve ultra-high and high net worth  individuals, businesses, and families across New York and Florida. Combined, they will manage over $1.5 billion in assets. 

The team will specialize tailored solutions across portfolio management with an emphasis on estate and legacy  planning for multigenerational families, liquidity options, retirement plans, succession planning for business owners,  and concierge services for athletes and entertainers. The depth and range of their expertise and perspective enables clients to work with people they can identify with, offering customized solutions for specific needs at any stage of life. 

“Over the last year, our business has transformed to meet the changing financial needs of our diverse clients, from  young, successful entrepreneurs, athletes and entertainers to seasoned business owners, affluent families, and  established institutions,” said Scott D. Zelniker, Private Wealth Advisor and Senior Portfolio Manager at UBS Private  Wealth Management. “Today’s clients want demonstrated expertise in areas beyond traditional investing—we’re  essentially acting as the honorary ‘CFO’ for many of the people we serve.”  

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