We deliver what our clients need most today. Advice. Beyond investing. The Barron Group 440 Royal Palm Way, Third Floor Palm Beach, FL 33480 888-310-9378 Michael S. Barron, CFP® Senior Vice President–Wealth Management Senior Portfolio Manager michael.barron@ubs.com Ronnie C. Simpson, CRPC® Vice President–Wealth Management Senior Portfolio Manager ronnie.simpson@ubs.com
We believe that your success is driven by our ability to understand your needs and goals, and offer guidance in complex, uncertain times. Whether it’s funding an education, retiring with peace of mind in today’s economy or leaving a lasting legacy for your family, we will work with you to create a plan and deliver the resources and solutions that give you the confidence to achieve what’s most important to you.
Todd D. Barron, CFP®, ChFC®, CLU® Vice President–Wealth Management Senior Portfolio Manager todd.barron@ubs.com Randi S. Rosen Senior Registered Client Service Associate randi.rosen@ubs.com Diana Carrejo Registered Client Service Associate diana.carrejo@ubs.com Erica D. Ponti Client Service Associate erica.ponti@ubs.com ubs.com/team/barrongroup
As a firm providing wealth management services to clients, we offer both investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information on the distinctions between our brokerage and investment advisory services, please speak with your Financial Advisor or visit our website at ubs.com/workingwithus. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning®. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified finanCial PlannerTM in the U.S. ©UBS 2014. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. 31.00_Ad_9x10_BK0825_BarM_2