UBS Advisor Molly Townsend Promoted to Senior Advisor at the Private Wealth Management Offices

Business

UBS Private Wealth Management is proud to announce the promotion of Financial Advisor Molly Townsend, CFP®, to Senior Advisor, with The Zelniker Dorfman Carr & Heritage Group to expand comprehensive private wealth management advisory services in the firm’s Sarasota, Gainesville and New York offices. “I am excited and grateful to be recognized as a Senior Advisor with such an experienced and innovative teammy dedication to our clients will be a guiding force as we expand our services in New York and Florida,” says Molly.

Molly is a strong advocate of the UBS’ Own Your Worth movement which encourages women to take control of their wealth and engage in long-term financial decision-making. She regularly hosts events on financial empowerment for women and how parents can raise financially responsible children. “Molly is an invaluable member of our team, persistently dedicated to providing exceptional service to help meet and exceed the expectations of our clients in the greater New York and Florida regions,” says Scott D. Zelniker, Senior Vice President—Private Wealth Management at UBS. “This promotion is extremely well-deservedwe are thrilled and honored to have Molly as a Partner in our growing practice.” 

« View The Friday Oct 1, 2021 SRQ Daily Edition
« Back To SRQ Daily Archive

Read More

 Ringling College TOWN HALL Lecture Series Announces Speaker Change

Ringling College TOWN HALL Lecture Series Announces Speaker Change

Nov 19, 2024

Friday, November 8, is Member Preview Day for Patti Smith: A Book of Days

Friday, November 8, is Member Preview Day for Patti Smith: A Book of Days

Nov 8, 2024

Hermitage Announces Playwright Naomi Iizuka as Winner of 2024-2025 Hermitage Major Theater Award

Hermitage Announces Playwright Naomi Iizuka as Winner of 2024-2025 Hermitage Major Theater Award

Nov 5, 2024

More than a Chef

More than a Chef

Dylan Campbell | Nov 1, 2024