Let's move forward. Together.

A team of rowers rowing a boat

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.

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    Nancy Powell

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NE
    • NH
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI

    Carol became a Financial Advisor in 2000 and was awarded the National Director's Award in both 2002 and 2003 at her previous firm. Her area of focus includes portfolio management and retirement income planning. Carol earned the UBS Financial Services Portfolio Management Program Designation in 2012. She is a member of the Financial Planning Association. Carol holds the Series 7, 31, and 66, Life and Health Insurance and Long Term Care licenses.

    Carol has resided in Lee County, Florida since 1986. She enjoys cooking, golfing, traveling, performing arts and spending time with family, friends and her dog, Button.

          7950 Summerlin Lakes Drive
          Suite 1
          Fort Myers, FL 33907

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        UBS and Credit Suisse—stronger than ever

        Managing wealth is our craft

        We’re committed to understanding what wealth means for you.

        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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        As of 11/07/2023

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