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UBS Financial Services-The Palm Beach Wealth Management Group

3801 PGA Blvd.
10th Floor
Palm Beach Gardens, FL 33410
Phone:561-624-6400
Email:jack.burns@ubs.com
Category:Financial Planning



Areas of Specialization:
The team of Jack G. Burns, Peter Krones, William Liebowitz, John Forgatch and Kinsley Brodax advises individual and high-net-worth investors, corporations and institutions in the areas of financial planning, asset management and portfolio risk management.

Services/Products Offered:
Fixed-income securities, insurance planning, professional money management, lending solutions, philanthropy and gifting services, hedging and monetizing concentrated stock positions.

Financial Planning services are provided in our capacity as a registered investment adviser.

Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You should consult with your personal legal or tax advisor regarding your personal circumstances.

 

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