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THE VALUE PROPOSITION FOR INDIVIDUAL, FAMILY & GROUP INSURANCE SOLUTIONS
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Corrie Borde Insurance Agent
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Advice. Beyond investing. You have a vision for how you want to live. We ask the right questions to uncover what’s most important and address every aspect of your financial life, at every stage of your life. Call us today for a complimentary financial review and plan. Susan Morse Sr. Vice President- Wealth Management 321-722-5426 susan.morse@ubs.com
Indian River Wealth Mangement Group UBS Financial Services Inc. 6905 N. Wickham Road Suite 200 Melbourne, FL 32940-7551 321-729-6770 800-456-6770
Daniel Levy Financial Advisor 321-722-5427 daniel.levy@ubs.com
ubs.com/team/indianriverwmg As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. ©UBS 2019. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. D-UBS-C38F4A07
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