-

UBS Private Wealth Management Hires Zachary Sobel in Palm Beach Gardens

PALM BEACH GARDENS, Fla.--(BUSINESS WIRE)--UBS Private Wealth Management today announced the hiring of Financial Advisor Zachary Sobel in Palm Beach Gardens, Florida.

Zachary and his team, which manage over $400 million in client assets, join the UBS Florida Market, which is led Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, led by Regional Director Julie Fox. Zachary reports to Market Director Suzann Zadanosky.

“Zach is a talented advisor with decades of experience providing high net worth clients with bespoke financial services,” said Lane Strumlauf, Florida Market Executive at UBS. “Our South Florida business has grown significantly in recent years and we are very excited to welcome Zach and his team to UBS.”

“Zach’s impressive industry experience will be an asset for our business, as we expand our talent base in key South Florida areas, including Palm Beach Gardens,” said Suzann Zadanosky, Market Director, UBS. “I am confident that Zach and his team will successfully leverage UBS’s world class wealth management platform and capabilities to meet the needs of their clients.”

Zachary Sobel brings over two decades of experience in financial services to UBS. He joins from Morgan Stanley, where he spent over a decade advising individuals, business owners and families on financial planning and investment matters. Before Morgan Stanley, he was a financial advisor at Merrill Lynch. He began his career as an institutional trader before entering the wealth management industry. He holds an MBA from the University of North Carolina at Chapel Hill and earned a BBA with a triple major from the University of Wisconsin-Madison. Zachary was named to the 2024 Forbes Best-in-State Wealth Advisors list.

Joining Zachary is Senior Client Service Associate Amy Tamblyn.

Notes to Editors

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. For press use only.

Contacts

Media Contact:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com

https://www.ubs.com

UBS Private Wealth Management

NYSE:UBS

Release Versions

Contacts

Media Contact:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com

https://www.ubs.com

More News From UBS Private Wealth Management

14 UBS Advisors in the Mid-Atlantic Market Named to the Barron’s Top 1200 Financial Advisors List

PHILADELPHIA--(BUSINESS WIRE)--UBS today announced that 14 advisors in the firm’s Mid-Atlantic Wealth Management Market have been named to the Barron’s Top 1200 Financial Advisors list for 2025. The Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox. “It is very gratifying to see so many of our advisors in our region named to this list. On behalf of myself and the UBS leadership...

11 UBS advisors in the South Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list

ATLANTA--(BUSINESS WIRE)--UBS today announced that 11 advisors in the firm’s South Wealth Management Market have been named to the Barron’s Top 1200 Financial Advisors list for 2025. The South Wealth Management Market is led by Market Executive Greg Achten and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox. “On behalf of myself and the UBS leadership team, we congratulate each of these advisors and are very proud to see them recognized nationally for their a...

Nine UBS Advisors in the South Atlantic Wealth Management Market Named to the Barron’s Top 1200 Financial Advisors List

WASHINGTON--(BUSINESS WIRE)--UBS today announced that nine advisors in the firm’s South Atlantic Wealth Management Market have been named to the Barron’s Top 1200 Financial Advisors list for 2025. The South Atlantic Wealth Management Market is led by Market Executive Jake Shine and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox. “This national recognition is a testament to the hard work and dedication that each of these advisors embody on a daily basis. We c...
Back to Newsroom