Wealth advice for your life's goals

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

Senior Vice President–Investments

Financial Advisor
View bio Industry recognition
- 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
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, II, CPM®

Vice President–Wealth Management

Financial Advisor
View bio
- 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., CRPS

Financial Advisor
View bio
- 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
John Petracco

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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
Duane Ohly

First Vice President–Wealth Management

Financial Advisor
View bio
- 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
Brett Kinzel

Vice President–Wealth Management

Financial Advisor
View bio
- 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

Thomas Burt

Senior Vice President–Investments

Financial Advisor
View bio Industry recognition
- 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
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, II, CPM®

Vice President–Wealth Management

Financial Advisor
View bio
- 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., CRPS

Financial Advisor
View bio
- 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
John Petracco

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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
Duane Ohly

First Vice President–Wealth Management

Financial Advisor
View bio
- 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
Brett Kinzel

Vice President–Wealth Management

Financial Advisor
View bio
- 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

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

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In invested assets globally
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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Wealth advice for your life's goals

Pursuing your goals together

Thomas Burt

John McGee, II, CPM®

Richard Allen Flippo Jr., CRPS

John Petracco

Duane Ohly

Brett Kinzel

Thomas Burt

John McGee, II, CPM®

Richard Allen Flippo Jr., CRPS

John Petracco

Duane Ohly

Brett Kinzel

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Education

Credentials

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Education

Credentials

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The Year Ahead - Sustainable Investing

Retirement planning

Multigenerational planning

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

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