How can you pursue what matters most?

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • jonathan awad

    Jonathan Awad

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • MD
    • MN
    • NC
    • NJ
    • NY
    • SC
    • TN
    • TX
    • VA
    • WY

    Jon has worked at UBS for his entire career and has maintained long term relationships with his clients for nearly 35 years. Today his team strives to deliver excellent service, timely and tactical advice and most of all a personal approach as they navigate the financial markets for you. Jon is also a very active figure in the Ponte Vedra community serving as a volunteer coach for many local youth sports teams over the years. Feel free to email his team with questions, or stop by the branch location in person.

    Licenses: FINRA Series 7, 63, 65, Life, and Variable Annuity Insurance


    • Barron's Top 1,000 Financial Advisors, 2010The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

    • University of Florida, B.A. Economics, 3.96 GPA ,Magna Cum Laude, Presidents List
    • Portfolio Manager
    816 Highway A1A North
    Ponte Vedra, FL 32082
    Jonathan Awad
    816 Highway A1A North,Ponte Vedra,FL,32082

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager