By doing more for clients and their families, we play key roles in their lives—especially during challenging transitions and difficult circumstances. We stay in touch and on top of clients’ goals for themselves, their children and grandchildren. The rigor of our friendly service model gives us a genuine sense of clients’ multi-generational needs.

The Group prides itself on putting the needs of our clients first with comprehensive and compassionate solutions. The Zelniker Dorfman Group at UBS Financial Services, Inc. has extensive experience and keen insights to help manage their clients’ wealth throughout good times and bad. 

The Zelniker Dorfman Group
UBS Financial Services, Inc.
Sarasota City Center, Suite 900
1819 Main St., Sarasota, FL 34236
(941) 364-7271
ubs.com/team/zelnikerdorfman