Wealth advice that helps inspire confidence

Boardwalk along the ocean

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.

Four people meeting in glass office

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

    Nicholas Maurillo, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
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    • RI
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    • WA
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    • WV

    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
  • David-Watts

    David Michael Watts

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
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    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
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    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NE
    • NH
    • NJ
    • NV
    • NY
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    • OR
    • PA
    • RI
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    • UT
    • VA
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    • VT
    • WA
    • WI
    • WV

    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
      • Michael-Stryker

        Michael Shannon Stryker, CRPC

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AR
        • 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
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        • UT
        • VA
        • VI
        • VT
        • WA
        • WI
        • WV

        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
        • Nicholas-T-Maurillo

          Nicholas T. Maurillo III, ChFC

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AR
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          • 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
          • 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.

          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
          • Forbes Best-in-State Wealth Advisors, 2022The 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.

          • Auburn University, B.S. in Finance
          • Chartered Financial Consultant
          8000 Health Center Blvd.
          Bonita Springs, FL 34135
        • Dario-Aguilar

          Dario Aguilar, CFP

          Account Vice President

          Financial Advisor

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          • AZ
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          • CO
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          • 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
          • WV

          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
          • Michael-Rhodes

            Michael Julian Rhodes

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AL
            • AR
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            • 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
            • PA
            • RI
            • SC
            • TN
            • TX
            • UT
            • VA
            • VI
            • VT
            • 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.

            • Forbes Best-in-State Wealth Advisors, 2022The 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.

            • Boston University, Economics
            • Senior Portfolio Manager
            7950 Summerlin Lakes Drive
            Suite 1
            Fort Myers, FL 33907

          The circular economy: What is it?

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          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 ubs.com/wealthway.

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          As of 06/30/2022

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