Since joining UBS Financial Services in 2013, Ralph Vartanian has served as vice president of wealth management for the Boca Raton, Florida-based Vartanian Group. He concentrates his practice on tax-exempt municipal bonds and works closely with income-focused investors on acquiring and allocating assets to build investment portfolios that generate stable rates of return. In collaboration with UBS personnel who have extensive knowledge in such areas as asset allocation analysis, performance reporting, and investment research, Ralph Vartanian develops individualized financial strategies customized to the specific circumstances and goals of each client.

At the beginning of his career, Ralph Vartanian worked as a financial advisor for A.F. Best Securities. He oversaw clients’ tax-exempt municipal bond portfolios and became a partner in the firm. In his subsequent position as a wealth management advisor for Morgan Stanley Smith Barney, he achieved President’s Council honors for 13 consecutive years in recognition of his status as one of the firm’s 100 best fixed-income producers.

Highly engaged in philanthropic pursuits, Ralph Vartanian acted as a board director for the St. Jude’s Charitable Foundation during his tenure at A.F. Best Securities. He played a key role in guiding the firm to raise more than $100,000 for St. Jude Children’s Research Hospital. He has also contributed to a variety of fundraisers that benefit the Gridiron Greats Assistance Fund, including an annual charity dinner at Adios Golf Club, where he has been a member since 1993.