Wealth advice that helps inspire confidence

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

Nicholas Maurillo, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Nicholas has over 30 years of wealth management experience. Prior to joining UBS he was associated with Morgan Stanley. His area of focus includes portfolio management, estate planning, private equity and fixed income investing of both taxable and tax free bonds. A graduate of Windham College with a BA in Psychology and a Masters degree in counseling from Antioch University, Nicholas has completed the Advanced Account Executive course at Wharton School of Business and holds Series 7, 63, 65, 31 and Life and Health insurance licenses.
- Forbes Best-in-State Wealth Advisors, 2019, 2020The 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.
- Windham College, BA in Psychology
- Antioch University, Masters in Counseling
- Certified Investment Management Analyst®
- Portfolio Manager
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

nick.maurillo@ubs.com

Nicholas Maurillo, CIMA

7950 Summerlin Lakes Drive,Fort Myers,FL,33907
David Michael Watts

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.
- Senior Portfolio Manager
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

david.m.watts@ubs.com

David Michael Watts

7250 Dallas Parkway,Plano,TX,75024
Michael Shannon Stryker, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
I began my financial services career in one of the equity market's most tumultuous months on record-October 1987. I have helped my clients define their goals and manage their wealth through good times and bad for over 25 years. Today I help a select group of client families manage their wealth as we strive together to define, prioritize, and achieve their financial goals. These clients include professionals, corporate executives, business owners and retirees. For many clients I manage discretionary stock portfolios under the Portfolio Management Program. In 2007 I earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning. I am FINRA-registered and hold Series 7 and 63 securities licenses, as well as licenses for life, disability, and long term care insurance. I am a past president of the New London Rotary and of the Thames Club. My bachelor's degree in economics from Connecticut College was earned in 1986. I am the principal owner of Spindrift Guitars, a high-end guitar shop in New London, Connecticut. I live in Fort Myers, Florida and Waterford, Connecticut with my wife Donna and daughter Sarah and our dog Mango.
- Connecticut College, Economics
- Senior Portfolio Manager
- Wealth Advisor
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

michael.stryker@ubs.com

Michael Shannon Stryker, CRPC

7950 Summerlin Lakes Drive,Fort Myers,FL,33907
Nicholas T. Maurillo III, ChFC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
Nicholas began his career with UBS and The Maurillo Group in July 2011. He is currently a Financial Advisor. He focuses on Legacy Planning and helping individuals plan for early retirement. He is involved in The Maurillo Groups Investment Strategies, Income Oriented Investments, Non Correlated Assets, Niche Marketing and enjoys working with the teams' 401(k) Plans.

Nicholas has earned the Series 7, 66, and 31 securities licenses and Insurance licenses (health, life, variable annuity, and long term care).

A graduate from Auburn University with his B.S. in Finance, he also received a scholarship for playing men's tennis for the Auburn Tigers throughout his college career. Nicholas was born and raised in Fort Myers, FL. He enjoys spending time with his wife Victoria and son Nico. Major interests are tennis, golf, and fishing.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 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, 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Auburn University, B.S. in Finance
- Chartered Financial Consultant
8000 Health Center Blvd.
Bonita Springs, FL 34135

nicholas.t.maurillo@ubs.com

Nicholas T. Maurillo III, ChFC

8000 Health Center Blvd.,Bonita Springs,FL,34135
Dario Aguilar, CFP

Account Vice President

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
Dario has over 10 years of experience and holds his series 7 and 66 licenses. He graduated from the University of North Texas in 2003 and recently completed course work at Southern Methodist University to obtain a Certified Financial Planner designation in late 2014. Dario and his wife Sharon reside in McKinney, Texas with their children Abigail, Tabitha, Luke, Aaron, and Hannah.
- University of North Texas
- CERTIFIED FINANCIAL PLANNER®
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

dario.aguilar@ubs.com

Dario Aguilar, CFP

7250 Dallas Parkway,Plano,TX,75024
Michael Julian Rhodes

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WV
Mike has been advising clients in financial matters for over 20 years with experience at Merrill Lynch, Morgan Stanley and currently UBS Financial Services Inc. He is originally from Boston, MA and has a degree in Economics from Boston University. As a Senior Portfolio Manager, he designs personalized client portfolios based upon individual needs and risk tolerance. As an advanced planner, Mike is well versed on important issues such as estate plan construction, tax minimization and retirement income distribution strategies. Mike and his wife Erin live in SWFL with their two daughters Cayla and Payton.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 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, 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.
- Boston University, Economics
- Senior Portfolio Manager
801 Laurel Oak Drive
Suite 500
Naples, FL 34108

michael.rhodes@ubs.com

Michael Julian Rhodes

801 Laurel Oak Drive,Naples,FL,34108

Nicholas Maurillo, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Nicholas has over 30 years of wealth management experience. Prior to joining UBS he was associated with Morgan Stanley. His area of focus includes portfolio management, estate planning, private equity and fixed income investing of both taxable and tax free bonds. A graduate of Windham College with a BA in Psychology and a Masters degree in counseling from Antioch University, Nicholas has completed the Advanced Account Executive course at Wharton School of Business and holds Series 7, 63, 65, 31 and Life and Health insurance licenses.
- Forbes Best-in-State Wealth Advisors, 2019, 2020The 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.
- Windham College, BA in Psychology
- Antioch University, Masters in Counseling
- Certified Investment Management Analyst®
- Portfolio Manager
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

nick.maurillo@ubs.com

Nicholas Maurillo, CIMA

7950 Summerlin Lakes Drive,Fort Myers,FL,33907
David Michael Watts

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.
- Senior Portfolio Manager
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

david.m.watts@ubs.com

David Michael Watts

7250 Dallas Parkway,Plano,TX,75024
Michael Shannon Stryker, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
I began my financial services career in one of the equity market's most tumultuous months on record-October 1987. I have helped my clients define their goals and manage their wealth through good times and bad for over 25 years. Today I help a select group of client families manage their wealth as we strive together to define, prioritize, and achieve their financial goals. These clients include professionals, corporate executives, business owners and retirees. For many clients I manage discretionary stock portfolios under the Portfolio Management Program. In 2007 I earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning. I am FINRA-registered and hold Series 7 and 63 securities licenses, as well as licenses for life, disability, and long term care insurance. I am a past president of the New London Rotary and of the Thames Club. My bachelor's degree in economics from Connecticut College was earned in 1986. I am the principal owner of Spindrift Guitars, a high-end guitar shop in New London, Connecticut. I live in Fort Myers, Florida and Waterford, Connecticut with my wife Donna and daughter Sarah and our dog Mango.
- Connecticut College, Economics
- Senior Portfolio Manager
- Wealth Advisor
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

michael.stryker@ubs.com

Michael Shannon Stryker, CRPC

7950 Summerlin Lakes Drive,Fort Myers,FL,33907
Nicholas T. Maurillo III, ChFC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
Nicholas began his career with UBS and The Maurillo Group in July 2011. He is currently a Financial Advisor. He focuses on Legacy Planning and helping individuals plan for early retirement. He is involved in The Maurillo Groups Investment Strategies, Income Oriented Investments, Non Correlated Assets, Niche Marketing and enjoys working with the teams' 401(k) Plans.

Nicholas has earned the Series 7, 66, and 31 securities licenses and Insurance licenses (health, life, variable annuity, and long term care).

A graduate from Auburn University with his B.S. in Finance, he also received a scholarship for playing men's tennis for the Auburn Tigers throughout his college career. Nicholas was born and raised in Fort Myers, FL. He enjoys spending time with his wife Victoria and son Nico. Major interests are tennis, golf, and fishing.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 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, 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Auburn University, B.S. in Finance
- Chartered Financial Consultant
8000 Health Center Blvd.
Bonita Springs, FL 34135

nicholas.t.maurillo@ubs.com

Nicholas T. Maurillo III, ChFC

8000 Health Center Blvd.,Bonita Springs,FL,34135
Dario Aguilar, CFP

Account Vice President

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
Dario has over 10 years of experience and holds his series 7 and 66 licenses. He graduated from the University of North Texas in 2003 and recently completed course work at Southern Methodist University to obtain a Certified Financial Planner designation in late 2014. Dario and his wife Sharon reside in McKinney, Texas with their children Abigail, Tabitha, Luke, Aaron, and Hannah.
- University of North Texas
- CERTIFIED FINANCIAL PLANNER®
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

dario.aguilar@ubs.com

Dario Aguilar, CFP

7250 Dallas Parkway,Plano,TX,75024
Michael Julian Rhodes

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WV
Mike has been advising clients in financial matters for over 20 years with experience at Merrill Lynch, Morgan Stanley and currently UBS Financial Services Inc. He is originally from Boston, MA and has a degree in Economics from Boston University. As a Senior Portfolio Manager, he designs personalized client portfolios based upon individual needs and risk tolerance. As an advanced planner, Mike is well versed on important issues such as estate plan construction, tax minimization and retirement income distribution strategies. Mike and his wife Erin live in SWFL with their two daughters Cayla and Payton.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 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, 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.
- Boston University, Economics
- Senior Portfolio Manager
801 Laurel Oak Drive
Suite 500
Naples, FL 34108

michael.rhodes@ubs.com

Michael Julian Rhodes

801 Laurel Oak Drive,Naples,FL,34108

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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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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Wealth advice that helps inspire confidence

Pursuing your goals together

Nicholas Maurillo, CIMA

David Michael Watts

Michael Shannon Stryker, CRPC

Nicholas T. Maurillo III, ChFC

Dario Aguilar, CFP

Michael Julian Rhodes