Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Sean Daley, CFP

First Vice President–Wealth Management

Financial Advisor
View bio
- AK
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WI
Sean is a veteran of the financial services industry, becoming an investment professional more than two decades ago. His goal is to educate and assist our clients with financial plan development according to their goals and objectives. His dedication to this goal is shown through his Certified Financial Planner (CFP®) accreditation. Sean’s roles on the team are financial plan development, equities analytics, and to actively monitor our custom managed portfolio. Licenses held: FINRA Series 7, 31, and 66 licenses, as well as selected state insurance licenses.

When the market is closed, he is an avid golfer and enjoys spending time with his wife, Sabrina, and children Sean, Mason, and Teegan.
712 South East Ocean Boulevard
Ground Floor
Stuart, FL 34994

sean.daley@ubs.com

Sean Daley, CFP

712 South East Ocean Boulevard,Stuart,FL,34994
Gregory Thogersen

First Vice President–Wealth Management

Financial Advisor
View bio
- AK
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WI
Greg is dedicated to putting our clients and their financial goals at the forefront of our practice. He believes in establishing long-term, consultative relationships and works closely with clients to help develop comprehensive financial plans that help enhance their wealth and maintain a quality lifestyle. Greg’s roles on the team are to focus on long-term planning, which includes life insurance, long-term care, and other planning options. Licenses held: FINRA Series 7, 31 and 66 licenses, as well as selected state insurance licenses.

Outside the office, he enjoys time with his family, wife Sheryll, and their children, Austen, Cristin, Jared, and William. Greg also enjoys sports, music, and traveling. He is actively involved with Kiwanis, Okeechobee Battlefield Friends, and Hospice of Okeechobee.
712 South East Ocean Boulevard
Ground Floor
Stuart, FL 34994

greg.thogersen@ubs.com

Gregory Thogersen

712 South East Ocean Boulevard,Stuart,FL,34994
Portia Clark

Wealth Management Associate
View bio
- CA
- FL
- IL
- MA
- NJ
- NY
- OH
- PA
- VT
With over 30 years in the financial service industry, Portia has seen an immense amount of industry evolution. Portia has a B.S. in Business Administration from Barry University. She has worked in various areas of the business such as Marketing, Operations, and now as the Wealth Management Associate with the Atlantic Wealth Management Group. Portia previously served as the CSA Coach in the Stuart, Florida branch but now acts as a learning partner to other Client Service Associates (CSA) on new processes and procedures. In 2014, she was awarded "CSA of the Year" by the Florida East Coast Complex Management team. Portia is married to her husband Ron and they have two sons, Justin and Jalen.

Licenses held: FINRA Series 7, 9, 10, 31, 63, and 65 as well as Life, Health, and Variable Annuities licenses.
712 South East Ocean Boulevard
Ground Floor
Stuart, FL 34994

portia.clark@ubs.com

Portia Clark

712 South East Ocean Boulevard,Stuart,FL,34994

Sean Daley, CFP

First Vice President–Wealth Management

Financial Advisor
View bio
- AK
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WI
Sean is a veteran of the financial services industry, becoming an investment professional more than two decades ago. His goal is to educate and assist our clients with financial plan development according to their goals and objectives. His dedication to this goal is shown through his Certified Financial Planner (CFP®) accreditation. Sean’s roles on the team are financial plan development, equities analytics, and to actively monitor our custom managed portfolio. Licenses held: FINRA Series 7, 31, and 66 licenses, as well as selected state insurance licenses.

When the market is closed, he is an avid golfer and enjoys spending time with his wife, Sabrina, and children Sean, Mason, and Teegan.
712 South East Ocean Boulevard
Ground Floor
Stuart, FL 34994

sean.daley@ubs.com

Sean Daley, CFP

712 South East Ocean Boulevard,Stuart,FL,34994
Gregory Thogersen

First Vice President–Wealth Management

Financial Advisor
View bio
- AK
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WI
Greg is dedicated to putting our clients and their financial goals at the forefront of our practice. He believes in establishing long-term, consultative relationships and works closely with clients to help develop comprehensive financial plans that help enhance their wealth and maintain a quality lifestyle. Greg’s roles on the team are to focus on long-term planning, which includes life insurance, long-term care, and other planning options. Licenses held: FINRA Series 7, 31 and 66 licenses, as well as selected state insurance licenses.

Outside the office, he enjoys time with his family, wife Sheryll, and their children, Austen, Cristin, Jared, and William. Greg also enjoys sports, music, and traveling. He is actively involved with Kiwanis, Okeechobee Battlefield Friends, and Hospice of Okeechobee.
712 South East Ocean Boulevard
Ground Floor
Stuart, FL 34994

greg.thogersen@ubs.com

Gregory Thogersen

712 South East Ocean Boulevard,Stuart,FL,34994
Portia Clark

Wealth Management Associate
View bio
- CA
- FL
- IL
- MA
- NJ
- NY
- OH
- PA
- VT
With over 30 years in the financial service industry, Portia has seen an immense amount of industry evolution. Portia has a B.S. in Business Administration from Barry University. She has worked in various areas of the business such as Marketing, Operations, and now as the Wealth Management Associate with the Atlantic Wealth Management Group. Portia previously served as the CSA Coach in the Stuart, Florida branch but now acts as a learning partner to other Client Service Associates (CSA) on new processes and procedures. In 2014, she was awarded "CSA of the Year" by the Florida East Coast Complex Management team. Portia is married to her husband Ron and they have two sons, Justin and Jalen.

Licenses held: FINRA Series 7, 9, 10, 31, 63, and 65 as well as Life, Health, and Variable Annuities licenses.
712 South East Ocean Boulevard
Ground Floor
Stuart, FL 34994

portia.clark@ubs.com

Portia Clark

712 South East Ocean Boulevard,Stuart,FL,34994

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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A leading global wealth manager

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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Backed by the strength of our parent company, UBS AG

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UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insight-based advice

Pursuing your goals together

Sean Daley, CFP

Gregory Thogersen

Portia Clark