TAMPA,
Fla., Feb. 13, 2024 /PRNewswire/ -- UBS
Wealth Management USA announced
today that 37 financial advisor teams in Florida have been named to the Forbes
Best-In-State Wealth Management Teams list for 2024.
"I'm incredibly proud to see so many of our talented advisor
teams recognized for their collective commitment and excellence in
serving the complex needs of ultra-high-net-worth executives,
multigenerational families, corporations, and institutions
throughout Florida," said Brad Smithy, Florida Market Executive, UBS Wealth Management
USA. "I'd like to congratulate
each of them on this terrific achievement."
The UBS wealth management teams named to the list in
Florida include:
Boca Raton
Constellation Wealth Management: Nick
Sadowsky, CPM®; Hank Boyce,
CFA®; Worth Boyce, CFP®; Missy
Fierman.
BV Group: Michael Bober, CFP®,
CIMA®, CEPA®; Eddie Ventrice, CFP®,
CIMA®, CEPA®; Michael MacDonald,
CFP®; Alex Santos, CFP®, CEPA®;
William Marino, CFP®, AWMA®.
Boca Raton Wealth Consulting Group: John
Pastorello; Meryl B. Bangsil,
CFP®, AAMS®, CRPC®, CEPA®; Jacob A.
Bryant, AWMA®, CEPA®, CRPC®.
The Buetel Wealth Management Group: Brian C. Buetel, CPWA®, CEPA®, CTFA;
Cameron Buetel, CFP®, CEPA®;
Eileen Tetteris.
Clearwater
The Petika Wealth Management Group: John
T. Petika Sr.; John Petika
Jr., CEPA®, RICP; James
Petika, CFP®.
Coral Gables
Tidal Wealth Partners: Michael
Eustace; Brenda O'Connor
Juanas; Anthony Solfaro,
CFP®.
Intergrativ Wealth Management: Andreas
Ehlebracht; Charles J.
May.
Schaefer-Hanamura Group: Stephen
Schaefer, CFP®; Hiromi
Hanamura, CFP®, CRPS®.
Fort Lauderdale
The Garvin Financial Team: Chris
Garvin; Mark Swenson;
Jennifer Garvin; H. Glenn Garvin.
Coastal Partners: W. Scott
Parker; Sean Riley;
Chris Pendrak, CFA®; W. Scott Parker Jr.
Fort Myers
1280 Financial Partners: Charles I.
Todd, CIMA®, CFP®; Thomas
Burt, CIMA®, CPM®, CFP®, CEPA®, ChFC®, CLU®, AIF®;
Duane Ohly, CRPS®; Brett R. Kinzel; John T.
McGee, CPM®.
Jacksonville
The Beard Williams Group: Franklin
Beard.
Miami
The Americas Team: Ricardo
Pintado; William Gomez,
CIMA®; William Gomez-Moller.
Orbis International Financial Group: Jesus Kruger, CPM®; Manuel Pinto, CFA®; Federico Sanchez; Pam
Segal Rhodes; Alvaro
Mora.
Bridgelane Wealth Management: Peter
Zubizarreta, CIMA®, CPWA®; Randall
Bodner; Clark Bacon;
Ruben Torres.
Reilly & Coroalles Wealth Management Group: Manuel Coroalles, CFP®; Kate Reilley.
VPHN Wealth Partners: Melissa Van
Putten-Henderson, CFA®, CAIA®; Doris Neyra, CFP ®;
Kelly Baker Ferrarese, CFP®.
Biscayne Wealth Management: Barry Allen
Schwartz; Richard Suss, CFP®;
Avram Gutis.
Naples
Naples Northbrook Wealth Management: Terry Dean; Russell
Roth; Teri Conklin;
Martha Maher Naselli; Pamela Mitchell, CFP®.
The Matina Group: Joseph Matina;
Christopher McKenna; Amy West, CTFA®; Lauren
Mirman; Anthony Horan, CFP®,
CIMA®.
The Stephens Group: Jason
Stephens, CFP®; Michael
Lundon.
Palm Beach Gardens
Focus Wealth Management: Trey
Mahoney; Peter Foley;
Mary Angela Lauritano, CFA®;
Philip Jordan; Justin Warzala. CFP®.
Coastal Lighthouse Wealth Management: Douglas Twohill, CFP®; Steven Scalici, CFP®; Ryan Shippy,
CFP®.
Ponte Vedra Beach
Sanctuary Private Wealth: Christopher
Aitken; Ken Tonning.
Sarasota
Family Wealth Management Group: David R.
Begala, CFP®, ChFC®, CDFA®,
AAMS™; Alfred Caliendo; Eric Dunn; Jaime
Messinger.
Zelniker Dorfman Carr & Heritage Group: Scott Zelniker, CRPC™, CRPS™; Peter Dorfman, CEPA®; Michael Carr; Jason E.
Hughes, CFP®, CPWA®, CEPA®; Molly
Townsend, CFP®.
Tampa
Endeavor Wealth Consultants: Wade
Kornblith; Daniel Zucker;
Robert Tannenbaum.
Synergy Wealth Consultants: Brian
Robinson; John Posey;
Jimmy Okun; Steele Nugent.
Tampa Bay Private Wealth Management: Brian Gray, CEPA®; Paul Dolcimascolo, CFP®; John Grandizio.
SageView Partners: Samantha
Parker-Hopkins, CIMA®, CFP®,
CEPA®, CRPS®; Jeffrey
L. Hogue, CFP®, CEPA®.
West Palm Beach
The Braff Group: Douglass Braff;
Douglas Coughlin, CFP®; Kelly Ganz, CFP®, CIMA®; Patrick DiSimone, CFP®.
Damante Partners Wealth Management: Christopher J. Damante, CFP®, ChFC®, CIMA®;
Lisa Paczkowski, CFP®; Robert C. Damante, CFP®.
Berman Partners: Brian Lowenthal,
CFP®; Kristen Scarpa Bissett;
Eileen Berman.
Palm Beach Wealth Consulting Services: John Castronuovo, CFP®, CAP®, CEPA®;
Robert DeForest, CIMA®.
Paradigm Wealth Management: George S.
Mayer III; Scott B. Arensten, CFA®; Michael Rodbell; James
Leen; Erik Armstrong, CFP®,
AWMA®.
Winter Haven
The Watkins Johnson Wealth Management Group: Jack M. Watkins Jr.; Eric E. Johnson, CFP®, CIMA®.
Winter Park
Winter Park Wealth Management: Ed C.
LeMasters; Jerrey A.
Thurston, CFP®, CIMA®, CPWA®, CEPA®; Mitch Schrenk, CFP®, CIMA®, CRPS®; Brian R. Linden, CFP®; Heather R. Mount, CFP®, CRPS®.
The Forbes/SHOOK Best-In-State Wealth Management Teams list for
2024 is composed of more than 4,100 teams that collectively manage
approximately $5.1 trillion in client
assets. The ranking, developed by SHOOK Research, is based on an
algorithm of quantitative and qualitative data, including
telephone, virtual, and in-person interviews, industry experience,
compliance records, and assets under management.
For the full list and further information,
visit www.forbes.com/lists/wealth-management-teams-best-in-state/
.
About UBS
UBS is a leading and truly global wealth manager and the leading
universal bank in Switzerland. It
also provides diversified asset management solutions and focused
investment banking capabilities. With the acquisition of Credit
Suisse, UBS manages 5.5 trillion
dollars of invested assets as per second quarter 2023. UBS
helps clients achieve their financial goals through personalized
advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in
more than 50 countries around the globe. UBS Group shares are
listed on the SIX Swiss Exchange and the New York Stock Exchange
(NYSE).
Media Contact:
Peter
Pupello
peter@schifinolee.com
813-841-0631
https://www.ubs.com
© UBS 2024. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Neither
UBS Financial Services Inc. or its employees pay a fee in exchange
for these ratings. Past performance is not an indication of future
results. For press use only.
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