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

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager