Financial Advisor Kelly Baker Ferrarese joins UBS in Boca Raton, Florida

BOCA RATON, Fla., Oct. 12, 2021 /PRNewswire/ -- UBS Wealth Management USA announced today that Financial Advisor Kelly Baker Ferrarese, CFP^®, has joined the firm in Boca Raton, FL.

Kelly joins UBS after a 24-year career as a Wealth Advisor with Wells Fargo Private Bank. As a Certified Financial Planner™ (CFP^®), Kelly works with high-net-worth clients, providing a broad range of wealth management services including investment, retirement, and financial planning.

"With decades of financial services and leadership experience, Kelly brings deep knowledge and expertise to UBS and serves some of Florida's most affluent individuals, business owners and families," said Michael Ludwig, Boca Raton Branch Office Manager at UBS Wealth Management USA. "We are excited to see how she leverages the firm's global resources to help clients protect and preserve their wealth."

A native of Missouri and Texas, Kelly earned a Bachelor of Science degree from Texas A&M University. She is a long-time community leader in South Florida, donating her time and resources to charitable organizations supporting child welfare, education, health care, and the environment including Impact 100 Palm Beach County, Florence Fuller Child Development Centers Inc. and the Florence Fuller Child Development Foundation. Kelly resides in Boca Raton and enjoys traveling with her daughter, who is a junior at Florida State University.

"On behalf of the firm, we are excited to welcome Kelly to UBS and watch as she delivers a truly comprehensive wealth management experience that we hope will meet and exceed our clients' expectations," said Robert Covino, South Florida Market Head at UBS Wealth Management USA.

About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.

About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

Media Contact: 
Peter Pupello
[email protected]
813-841-0631
https://www.ubs.com

© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

SOURCE UBS Financial Services Inc.

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