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.

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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.

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    Nicholas Maurillo, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • 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-Watts

    David Michael Watts

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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.

    • Forbes Best-in-State Wealth Management Teams, 2025The 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.

      • 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-Stryker

      Michael Shannon Stryker, CRPC

      Senior Vice President–Wealth Management

      Financial Advisor

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      • 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
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        Nicholas T. Maurillo III, ChFC

        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
        • NE
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VI
        • WA
        • WI

        Nicholas began his career at UBS over ten years ago. As a Chartered Financial Consultant® and Private Wealth Advisor, Nicholas focuses on all aspects of comprehensive wealth management, including investments, insurance and multi-generational wealth transfer.  He also works with internal and external professional advocate alliances to ensure that each client has the very best possible support for their estate planning, tax and insurance needs.

        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 their two small children. Nicholas’ major interests are tennis, golf, pickleball 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, 2024, 2025The 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

        Dario Aguilar, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • 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-Rhodes

          Michael Rhodes, CEPA

          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
          • MT
          • NC
          • NE
          • NH
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VI
          • WA
          • WI

          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, 2024, 2025The 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 Rhodes, CEPA
          801 Laurel Oak Drive,Naples,FL,34108
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        The first 100 days

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        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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