Wealth advice for your life's goals

The Calusa Group

Your organization has a unique culture. With it comes the challenge of simplifying benefit plan complexity and driving participation. You may face daily complications of optimizing your plan, meeting your fiduciary and regulatory obligations and educating your employees. As an experienced and dedicated team, we leverage the vast resources and strong financial backing of a powerful global leader to help support your organization.

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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.

  • Thomas Burt

    Thomas Burt

    Senior Vice President–Investments

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
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    • NV
    • NY
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    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
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    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
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    • WV
    • WY

    Since 2002, Thomas Burt has been assisting companies and not for profits with their investments and retirement plans.  After receiving his degree in Finance, Marketing, and Multi-National Business from the Florida State University, Tom moved to Fort Myers, Florida to work with Morgan Stanley. 

     In 2012, Tom moved to UBS to work with the Institutional Consulting Group in Florida. He currently assists the consulting efforts of over 200 UBS Advisors in Florida.

    Mr. Burt is a frequent lecturer on investments and the consulting industry. Tom is a past member of the Professional Advisory Committee to The American College and one of the top national fundraisers for the Muscular Dystrophy Association and Gallaudet University, a college for the deaf. He lives in Fort Myers, FL with his wife, Nina, and their daughters Anabella, Siena, and Teagan.

    Credentials

    • Certified Investment Management Analyst (CIMA®) from The Wharton School, University of Pennsylvania
    • Certified Portfolio Manager, (CPM®) Columbia University
    • Accredited Investment Fiduciary™ (AIF®) from Fiduciary 360
    • Certified Exit Planning Advisor (CEPA®)
    • Certified Financial Planner™ Practitioner by The CFP® Board
    • Chartered Financial Consultant (ChFC®) from The American College
    • Chartered Life Underwriter (CLU®) from The American College Distinctions
    • Honorary Key to the City, Bonita Springs, FL
    • 40 under 40 Gulfshore Business
    • 40 under 40 Gulf Coast Business Review
    • 35 under 35 UBS Financial Services, Inc.
    • Forbes Best-in-State Wealth Advisors, 2019, 2021The 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.

      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Certified Portfolio Manager®
      • Senior Portfolio Manager
      • Certified Exit Planning Advisor
      7950 Summerlin Lakes Drive
      Suite 1
      Fort Myers, FL 33907
    • John McGee

      John McGee, II, CPM®

      Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WV
      • WY

      John began his career in the financial and insurance industry in 2002. John has a unique background working on numerous aspects of clients’ financial matters including risk management, financing, and asset management; providing him with insight into the factors affecting a client’s financial position. Prior to joining UBS in 2012, he has worked at Morgan Stanley Smith Barney, Oswald Trippe & Co. Insurance and Groves Funding. John received his BS in Criminology from the University of South Florida. He is a 4th generation native of Fort Myers and lives there with his wife Tracy and two children, JT and Madison.

      Credentials 

      • Certified Portfolio Manager, (CPM®) Columbia University

      Distinctions

      • Honorary Key to the City, Labelle, FL
      • 40 under 40 Gulfshore Business

            7950 Summerlin Lakes Drive
            Suite 1
            Fort Myers, FL 33907
          • Richard Allen Flippo Jr

            Richard Allen Flippo Jr., CRPS

            Financial Advisor

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            • AR
            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • ID
            • MA
            • MD
            • MN
            • NC
            • NJ
            • NY
            • OH
            • OR
            • PA
            • SC
            • TN
            • TX
            • VA
            • VT
            • WA
            • WY

            Allen has been around the financial industry for much of his life. His mother worked at a brokerage firm for over 18 years, and through this exposure he was able to learn the value of saving and the wealth management process. While attending The University of South Carolina,  Allen completed an internship in the financial services industry. This experience ignited his interest in wealth management and wealth preservation process. After graduating from college, Allen held a successful career as a medical device representative, where he consulted with surgeons and staff for three of the world's largest medical device companies.  While this career was exciting, and ever evolving Allen realized his desire to directly help people was not being met. While Allen was in process personally of interviewing financial advisors for himself he quickly realized the need for quality financial planning advice. He continued to have the feeling everyone he met with was just simply trying to sell me a product.  In early 2018 Allen decided to take a leap of faith and pursue his desire to help others through a career in financial services. His passion for having a positive impact on people's lives and doing all he can for his clients.  Today, Allen takes great pride in offering a concierge level of service to clients as we help guide them through life's biggest challenges. It's the important things – our families, our values, the impact we have on others – that connect us. We help each client answer some of life's questions: "Should I start my own business? Is it better to leave my kids everything? Or nothing? Will my family be ok when I'm gone?" Together, I know we can find the answer. Whatever your concerns, we can help you create a comprehensive financial plan to address your important priorities.

            Not only do we help families but small to large business owners and their employees alike.

                  941 Houston Northcutt Blvd
                  Suite 100
                  Mt. Pleasant, SC 29464
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                  John Petracco

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                  • AZ
                  • CA
                  • CT
                  • DC
                  • FL
                  • GA
                  • IA
                  • IN
                  • KS
                  • LA
                  • MA
                  • MD
                  • MI
                  • MN
                  • NC
                  • NJ
                  • NY
                  • OH
                  • PA
                  • SC
                  • TN
                  • TX
                  • VA
                  • WA
                  • WI
                  • WV

                        7950 Summerlin Lakes Drive
                        Suite 1
                        Fort Myers, FL 33907
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                        Duane Ohly

                        First Vice President–Wealth Management

                        Financial Advisor

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                        • AL
                        • AZ
                        • CA
                        • CO
                        • DC
                        • FL
                        • GA
                        • IL
                        • KS
                        • MA
                        • MD
                        • MI
                        • MN
                        • MT
                        • NC
                        • NY
                        • OH
                        • PA
                        • RI
                        • SC
                        • TN
                        • TX
                        • VA
                        • WI

                              111 E. Shoreline Drive
                              Sandusky, OH 44870
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                              Brett Kinzel

                              Vice President–Wealth Management

                              Financial Advisor

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                              • AL
                              • AZ
                              • CA
                              • CO
                              • DC
                              • FL
                              • GA
                              • IL
                              • MA
                              • MD
                              • MI
                              • MN
                              • MS
                              • MT
                              • NC
                              • NY
                              • OH
                              • OK
                              • PA
                              • RI
                              • SC
                              • TN
                              • TX
                              • VA
                              • VT
                              • WI

                                    111 E. Shoreline Drive
                                    Sandusky, OH 44870

                                  The Year Ahead - Sustainable Investing

                                  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.

                                  Backed by the strength of UBS

                                  A global leader in wealth management

                                  $2.8 trillion

                                  In invested assets globally 
                                  As of 06/30/2022

                                  51 countries

                                  Our global footprint

                                  Global leader

                                  UBS is a world-leading wealth manager