Corporate and executive advisory services

Meeting with presenter

Why do corporate clients choose The Braff Group?
When it comes to providing the best solution to administering an equity compensation plan, it’s more important than ever to have the right team by your side. 

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Learn more about our Private Wealth Team

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Experience makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

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    Douglas Braff

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022
    • Barron's Top 1,000 Financial Advisors, 2010, 2012, 2013
    • Barron's Top 1,200 Financial Advisors, 2014, 2016, 2017, 2018, 2019, 2020, 2021, 2022
    • Barron's Top 100 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
    • Financial Times Top 400 Financial Advisers, 2013, 2015, 2018
    • Forbes Best-in-State Wealth Advisors , 2018, 2019, 2020, 2021, 2022
    • Forbes/SHOOK Top Wealth Advisors, 2018
    • Vanderbilt University, B.A. Economics and Business Administration
    • Private Wealth Advisor
    • Corporate Stock Benefit Consultant
    525 Okeechobee Blvd.
    Suite 1500
    West Palm Beach, FL 33401
  • Douglas Coughlin Profile Photo

    Douglas Coughlin, CFP

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    Doug has been with the firm his entire career, where he attained the Private Wealth Advisor designation. He holds the Certified Financial Planner™ (CFP®) certification.

    Doug is also an Investment Management Consultant with a focus on retirement planning, allocation strategies, cash flow analysis and executing estate planning strategies for individuals as well as corporations. His corporate clients have included well known industry leaders.

    Doug is a supporter of No Greater Sacrifice and a mentor to military veterans transitioning from active duty to Wall Street through a program sponsored by American Corporate Partners. In his spare time, Doug volunteers as the Director of Basketball Operations for the Academy of Our Lady in Glen Rock, NJ. He also sits on the board of the Academy of Our Lady Fathers Guild and is a board member for the Archdiocese of Newark Pension. He resides in Glen Rock, NJ with his wife, Maureen, and their four children.

    Doug graduated from Villanova University in 1991 with a BA in Economics and a minor in English.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022
    • Forbes Best-in-State Wealth Advisors , 2018, 2019, 2020, 2021, 2022
    • Villanova University, B.A. Economics, Minor in English
    • Private Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • Corporate Stock Benefit Consultant
    • Retirement Plan Consultant
    1285 Avenue Of The Americas
    New York, NY 10019
  • Kelly Ganz Profile Photo

    Kelly Ganz, CFP, CIMA

    Vice President–Wealth Management

    Private Wealth Advisor

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    • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022
    • Fordham University, M.B.A.
    • Villanova University, B.A. Communications, Minor in Business Administration
    • Private Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Corporate Stock Benefit Consultant
    1285 Avenue Of The Americas
    New York, NY 10019
  • Patrick DiSimone Profile Photo

    Patrick R. DiSimone, CFP

    Account Vice President

    Financial Advisor

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    • AK
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    • ME
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    • MN
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    • NC
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    • Barron’s Top 50 Private Wealth Advisory Teams, 2021
    • Rutgers University, B.A. Economics, Minor in Philosophy
    • CERTIFIED FINANCIAL PLANNER™
    • Corporate Stock Benefit Consultant
    1285 Avenue Of The Americas
    New York, NY 10019

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Workplace Wealth

Workplace Wealth

Accessing resources. Delivering solutions.

Accessing resources. Delivering solutions.

Retirement plan sponsors

Retirement plan sponsors

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

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In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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