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
    • 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/SHOOK Best-In-State Wealth Advisors, 2019, 2021
    • UBS Top 35 Under 35, 2013
      • 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

          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