-- The Zelniker Dorfman Carr & Heritage Group at UBS Financial Services Inc. will participate in the upcoming MoneyShow Masters Symposium, held at The Ritz-Carlton Sarasota, December 1–3, 2025.
The event will feature multiple sessions led by members of the Zelniker Dorfman Carr & Heritage team:
- December 1, 6:20 PM – Panel discussion with Scott Zelniker
- December 2, 9:40 AM – Keynote speech by Scott Zelniker
- December 2, 4:05pm - Breakout session featuring Molly Townsend, Justin Leins, Chris Bostick, and Ryan Lynch
Scott Zelniker, CRPC®, CRPS®, Managing Director – Wealth Management, Private Wealth Advisor, and Senior Portfolio Manager, will deliver the keynote address on “Investing in Volatile Markets.”
The breakout session, featuring Molly Townsend, Justin Leins, Chris Bostick, and Ryan Lynch, will provide “actionable investment ideas in the current market environment.”
In addition to these presentations, you can listen to entrepreneurial stories on the team’s podcast, Self Equity, which explores the journeys of founders, entrepreneurs, athletes, and entertainers. The podcast offers insights into success strategies and pivotal moments that shaped their careers.
Listen here: https://www.ubs.com/us/en/wealth-management/podcast/zelniker-dorfman.html#
About The Zelniker Dorfman Carr & Heritage Group at UBS
We serve generations of successful families, business owners, athletes, and entertainers nationwide, providing comprehensive wealth management through decades of market experience, global resources, and personalized service. With offices in New York City, Sarasota, and Gainesville, FL, our 14-person team delivers customized financial strategies and acts as a single touchpoint for all wealth management needs.
Learn more at https://advisors.ubs.com/zelnikerdorfman/Index.htm
Release ID: 89176916
Google
RSS