Financial teams merge to form new group

The Zelniker Dorfman Heritage Group manages nearly $1 billion of client assets.

  • By Business Observer Staff
  • | 2:39 p.m. October 8, 2019
  • | 0 Free Articles Remaining!
Courtesy. Jason Hughes and Scott Zelniker of UBS Financial Services have joined forces to form The Zelniker Dorfman Heritage Group.
Courtesy. Jason Hughes and Scott Zelniker of UBS Financial Services have joined forces to form The Zelniker Dorfman Heritage Group.
  • Manatee-Sarasota
  • Share

SARASOTA — Scott Zelniker and Jason Hughes of UBS Financial Services have joined forces to form The Zelniker Dorfman Heritage Group.

The combined team manages nearly $1 billion of client assets, according to a press release. It will be based out of Sarasota. 

 

Continue reading your article
with a Business Observer subscription.
What's included:
  • ✓ Unlimited digital access to BusinessObserverFL.com
  • ✓ E-Newspaper app, digital replica of print edition
  • ✓ Mailed print newspaper every Friday (optional)
  • ✓ Newsletter of daily business news
Subscribe

Already subscribed? Sign in.

Latest News

  • December 15, 2025
Lee Health CEO to step down
  • December 15, 2025
Credit union names market president for three counties in region
  • December 15, 2025
3 Polk County residents charged in $2M COVID fraud case
  • December 15, 2025
Pinellas artwork manufacturer completes $13.5M facility expansion

Sponsored Content