Role and Company
First Vice President, Wealth Management, UBS Financial Services
Expertise
39 years experience in financial services
Location
Boca Raton, FL
About Syndie
I am actively working full-time with individuals and high end families. My area is retirement and income planning with a CFP (certified financial planning) and a CEPA (certified exit planner advisor) designation. I'm the incoming president for the Palm Beach County Estate Planning Council (FL). I love travel, the arts, cooking and gardening.