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
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MN
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT

    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
        • Jessica Lynn Luchan Profile Photo

          Jessica Luchan

          Client Associate

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          • FL

          Jessica spent most of her adult life in North Benton, Ohio.  That is where she started her financial career in the Insurance Industry.  She was promoted to Senior Insurance Agent/Manager within a short period of time.  Soon with her talents and work ethic she was recruited to work as a Private Client Banker at JP Morgan Chase Bank, where she continued to grow.  Jessica holds her 2-15 Health & Life (Including Annuities & Variable Contracts) Agent License and her Series 6.

          In 2011 Jessica transferred to Fort Myers area with JP Morgan Chase Bank.  She then realized she wanted to work on the brokerage side exclusively.  She is the newest member or our team.

          Jessica enjoys spending time with her husband Jim and their two children.  She also likes sports, going to the beach, and entertaining.

                7950 Summerlin Lakes Drive
                Suite 1
                Fort Myers, FL 33907

              Family (financial) ties

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Are you ready for anything?

              A Liquidity strategy can help.

              In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

              Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

              Backed by the strength of UBS

              A global leader in wealth management

              $3.3 trillion

              In invested assets globally 
              As of 12/31/2021

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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