Lasting relationships. For all that matters

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Terry graduated from the University of Florida with a Bachelors degree  in Business Administration specializing in marketing with a minor in economics. Terry brings to the group a wealth of experience, as his career in the financial services industry spans over 28 years. Terry focuses on asset preservation strategies, cash management, fixed income and annuity strategies.

Terry was captain and quarterback of Florida's 1993 SEC Championship football team. A resident of Naples since 1981, Terry and his wife, Robin, enjoy spending family time with their children Tyler, Mason, Brady and Grace. He also likes coaching football, hunting, fishing and playing golf. Terry is the former President of the SWFLA Fellowship of Christian Athletes Chapter.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Doug joined UBS in 1996, first serving at the Boca Raton branch then Headquarters branch in New York City, then returned to Florida and the Naples branch.  At UBS, he has attained the designations of Chartered Retirement Plans Specialist™, Chartered Retirement Planning Counselor™, Retirement Plan Consultant, and Wealth Advisor.  In addition, he has earned Series 7, 31, 63 and 65 NASD licenses.  He is insurance-licensed in variable annuities, life, and health. Born in Miami, Doug resided in Miami and Boca Raton until 1998 and is a graduate of Fairfield University. Doug enjoys Naples with his wife, Colleen, and their four boys.

Over the last two decades, Doug has put together a network of specialists to complement his expertise using the resources of UBS, a global firm.  With the input of clients, he puts together a comprehensive, tailored plan that is maximized through the resources of the network.  Through ongoing communication and monitoring with clients, the strength of the partnership is realized and goals are accomplished with confidence.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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As a UBS Private Wealth Advisor, Betsy has more than 25 years of experience advising ultra high net worth executives, entrepreneurs and multigenerational families. She believes there is very little she hasn’t seen over the years—perspective that has proven to be invaluable. Betsy is a true relationship-builder. Working with the markets, people and problem-solving on her clients’ behalf is both exciting and gratifying for her.

Betsy’s focus is helping grow and protect family assets through asset allocation, risk and volatility management with alternative opportunities. Importantly, she has a deep understanding of UBS, Private Wealth Management and the strategic use of a range of solutions the firm has designed exclusively for clients with complex wealth.
“I always align myself with our clients and their families, with service as our top priority. I’m able to get out in front of the real issues they face—before they become problems.”

• Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes America's Top Women Wealth Advisors Best-in-State, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

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Teri has spent her entire career in the financial services industry with UBS, joining the firm in 1982. Her long tenure in the industry has given her the perspective needed to take advantage of bull markets, and weather bear markets and recessions.  She is an expert at creating retirement income strategies for retail investors and families.

Teri develops an understanding of what is important to clients by taking the time to get to know them and bringing their vision into clear focus before making any recommendations. Her goal is to build long-term relationships, which enables her to provide insight on every aspect of a client's financial life. She takes her responsibility to clients and their families seriously, looking to provide an extraordinary experience every time they call. Teri takes a hands-on, personal approach with clients' portfolios to provide them with individualized and attentive service.

Teri has been instrumental in helping to shape the future of UBS. She served on the UBS FA Advisory Council (FAAC) with 13 other financial advisors throughout the U.S. to foster a strong partnership between the field and home office.  Although her tenure on the FAAC has come to an end, Teri is committed to achieving the firm's long-term strategic vision of becoming the most client-focused and Advisor-centric wealth management firm in the Americas. 

Teri holds Series 3, 7, 63 and 65 licenses and earned her Bachelor's degree from Duke University.  She and her husband have two daughters, Catherine and Caroline.

• Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes America's Top Women Wealth Advisors Best-in-State, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Martha is dedicated to offering a customized, holistic approach to wealth management. She understands that wealth management is more than just a wide range of financial services and solutions. It is how those services and solutions are developed and delivered to help clients pursue their goals that separates her from everyone else.

Since joining UBS Financial Services Inc. in 1993, Martha feels the most rewarding part of her role as a Financial Advisor is helping clients manage their finances to achieve their short and long-term goals. Clients appreciate her service-oriented approach.

Martha holds Series 7, 63 and 66 licenses and received a Bachelor's degree from the University of Illinois in Champaign. She and her husband have three children. Martha makes it a priority to be involved in their school and is also an active member of her church community.

• Forbes America's Top Women Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Russell has a B.S. in Business Administration and Economics from Central Michigan University and has over 40 years of investment experience.

Throughout his career, Russ has focused on portfolio construction and asset allocation. Russ has successfully managed investment portfolios through a variety of market cycles. Russ is responsible for equity research and analytical support and oversees asset allocation, portfolio management, and stock selection processes. He also has substantial experience determining sector weights as well as fundamental and technical analysis of individual equity securities.

During his free time, Russ's interests include golfing, fishing, enjoying the outdoors, and spending time with his family and friends.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Anna joined UBS in November of 2018, when she moved to Naples from Nashville, TN.  Anna has a background in both insurance and IT and while she enjoyed her time and success in those industries, she enjoys applying that knowledge to her career in Wealth Management.  Anna is fully licensed and registered, and plays an important role in managing client relationships and the day-to-day operations of the team. 

Anna has one daughter, Ava, and enjoys being outside, on (or in!) the water, and anything to take advantage of living in paradise.

She has lived in a few different cities across the Southeast, but Anna considers this latest move coming "home".  She grew up in Naples and is Terry Dean's sister!

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Annette joined UBS in 2022.  She has been in the financial services industry for over 25 years helping clients with their financial needs. She facilitates and maintains client relationships, general account management, and day-to-day operations.

Annette holds her Series 7 and  66 licenses and received her Bachelor’s degree in Business Administration from Loyola University Chicago specializing in finance. She and her husband have two children.  In her free time Annette enjoys traveling and spending time with her family and friends.

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Robert joined UBS in January of 2021, after spending 2 years with Merrill as a client associate and financial solutions advisor. He is responsible for facilitating and maintaining client relationships, day-to-day operations, and account maintenance and management.

Robert holds his Series 7 and 66 licenses and received his Bachelor’s degree in Business Administration from the George Washington University with a focus in Public Policy and Economics. In his free time Robert enjoys traveling, watching sports, and playing instruments.

Donna earned her Associate's Degree from New Mexico State University and has been in the financial services industry since 2001, and at UBS since 2007. Donna also has 9 years experience as a legal secretary.

Donna plays a key role in ensuring operations run smoothly. She spearheads operational efforts alongside Matt and also assists the advisory team in meeting coordination, as well as managing relationships with our clients.

Donna is a mother of three children and also has seven grandchildren. In her free time, Donna enjoys the outdoors through her various hobbies including camping, gardening, boating, and kayaking.

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Matt graduated from the Virginia Military Institute in 2021 with a bachelor’s degree in business and Economics. While there, he participated in both the Marines Corps’ and Navy’s ROTC programs, was a new cadet military instructor, and served on the Institute’s Honor Court.

Originally hailing from Colorado, Matt enjoys everything that deals with the outdoors ranging from hiking to scuba diving. A devoted rugby fan, he enjoyed the opportunity to travel to Ireland with his club team in 2017 to play a few matches against Irish clubs.

In addition to a sense of adventure, Matt is passionate about philanthropic work and service to others– a core pillar of UBS’ and the Naples Northbrook Group’s mission. He completed his Eagle Scout project at a small orphanage in Tanzania in 2016, and helped renovate a children’s hospital in Barlad, Romania in 2018.

Matt holds Series 7, Series 66, and Health / Life & Annuities / Variable Contracts Insurance licenses.

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Johnny joined UBS in 2022.  Johnny manages trading as well as serves all operational and administrative client needs.

Prior to his position at UBS, Johnny worked as a transition specialist with J. Kelly & Associates where he would lead the onboarding of established financial advisors and facilitate the movement of their books of business to top wealth management firms. Johnny holds his Series 7 and 66 securities licenses. He graduated from Loyola University Chicago with a bachelor’s degree in Finance and Economics. Johnny is an avid traveler and has visited over 20 countries worldwide. When not traveling, he can be found in the gym or staying active outdoors. Johnny is from Barrington and resides in the River North neighborhood of Chicago.

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Kay has almost thirty six years of experience in the financial industry starting in 1986 with J.C. Bradford & Co.  During the past decade she worked with First Union, Wachovia Securities and AmSouth Bank. She has an extensive knowledge of the securities industry, as she has held the titles of Operations Manager, Compliance Manager, Branch Administrative Manager, Branch Manager, Consumer Loan Manager, Operations Liaison and Retirement Specialist.  Kay served on Wachovia's Branch Advisory Council and obtained their Recognition of Excellence Award.

Outside of working, Kay loves to spend time with her son, friends and family.  She also loves to travel as much as possible.