Sumaya Musa - UBS Financial Services Inc. is a reputable financial advisory firm located in Aventura, FL. Led by Sumaya Musa, a First Vice President and Wealth Management Financial Advisor, the firm specializes in retirement planning and wealth management. With over two decades of experience in the industry, Sumaya Musa has helped clients navigate through various market conditions and has a particular focus on assisting professional women, healthcare professionals, and Latinos transitioning to life in America. By providing personalized investment plans and emphasizing proper asset allocation, total portfolio management, education funding, and estate planning, Sumaya Musa aims to help clients make confident financial decisions for their future.
As a registered financial advisor with FINRA, Sumaya Musa holds Series 7 and 66 licenses, as well as life insurance and variable annuities licenses. She also possesses an MBA in Marketing and Finance from the Inter American University of Puerto Rico, which equips her with essential tools to serve her clients' financial objectives and individual wealth management needs. Committed to addressing the unique financial challenges and opportunities of her clients, Sumaya Musa takes the time to listen, understand, and design personalized investment plans that align with her clients' goals.
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