The right moves for your financial future

Team Pic - Table

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.

  • Nick C July

    Nicholas Catania

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AR
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TX
    • WA

    Nick Catania has been a South Florida resident for over 40 years and studied economics and finance at Barry University. Prior to joining the securities industry in 1996, Nick owned and managed a successful marketing firm for five years.

    With more than 29 years of experience in investment management, Nick now serves as a Private Wealth Advisor and Senior Portfolio Manager of the Catania Wealth Management Group. He oversees the implementation of multiple equity and fixed income portfolios and is primarily responsible for executing the team’s investment strategies and developing its proprietary models.

    Nick resides in Parkland, Florida with his wife, Karla, and is a proud father to two daughters, Nicole and Rachel. In his spare time, he enjoys traveling, boating, fishing, and is an avid collector of tropical fish and corals.

    • UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

      • Private Wealth Advisor
      • Senior Portfolio Manager
      401 East Las Olas Boulevard
      Suite 2300
      Fort Lauderdale, FL 33301
      nick.catania@ubs.com
      Nicholas Catania
      401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
    • Carolyn Asencio Profile Photo

      Carolyn Asencio, CFP, AWMA

      Senior Wealth Strategy Associate

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      • AR
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • IN
      • KY
      • MA
      • MI
      • MO
      • MT
      • NC
      • NE
      • NJ
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • TX
      • VA
      • WA

      Carolyn Asencio was raised in Coral Springs, FL and graduated from Florida Atlantic University with a Bachelor's degree in Finance. Carolyn is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Wealth Management Advisor™. She joined UBS in 2015 as a Wealth Planning Analyst, providing comprehensive financial planning services for over 100 advisors and their clients in the South Florida Market. She has been in the finance industry since 2005 and prior to joining UBS, Carolyn worked at John Hancock, where she designed life insurance solutions for wirehouse firms and independent insurance agents. Prior to John Hancock, she held several roles at BankAtlantic including Personal Banking Representative, Team Leader, and Customer Service Manager. Her final position with the bank was as Assistant Vice President/Operations Manager where she was responsible for the day-to-day banking operations.

      As a Financial Advisor with the Catania Wealth Management Group, Carolyn helps clients prepare for life's big moments and achieve their goals through comprehensive financial planning. She has in-depth knowledge of various financial topics such as budgeting, retirement planning, education funding, lending, life/disability insurance, long-term care, charitable giving, and estate planning. Managing your wealth goes beyond managing your money so she will discover what's most important to you and help you make a plan to pursue it.

      Carolyn currently serves on the Board of Directors for SOS Children's Villages in Coconut Creek, Florida. SOS is a foster care neighborhood that focuses on keeping siblings together and provides many services to help overcome past trauma and build a successful future.

      Carolyn currently lives in Coral Springs, FL with her husband, Bryan, and 2 children, Jayden and Ava. She enjoys spending time with her family, reading, cooking, working out and going to the beach.

        • Florida Atlantic University , Bachelor's degree in Finance
        • CERTIFIED FINANCIAL PLANNER®
        • Accredited Wealth Management Advisor℠
        401 East Las Olas Boulevard
        Suite 2300
        Fort Lauderdale, FL 33301
        carolyn.asencio@ubs.com
        Carolyn Asencio, CFP, AWMA
        401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
      • Chase

        Chase Lalonde

        Registered Client Associate

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          Chase Lalonde was born and raised in Fort Lauderdale and holds a degree in Finance from Florida State University. While completing his studies, Chase interned at UBS, where he discovered his passion for wealth planning and client service while gaining valuable exposure to the firm’s diverse suite of offerings.

          After graduating, Chase moved to Tampa and began his career with Morgan Stanley as a Financial Services Representative, supporting clients with a wide range of operational and advisory needs. During this time, he also earned his Series 7 license, registering him as a General Securities Representative.

          Chase chose to return to his hometown of Fort Lauderdale to join the Catania Wealth Management Group. As the team’s Registered Client Associate, he will oversee all operational matters for the group, ensuring that daily activities run smoothly and that clients receive the highest level of service. He is dedicated to expanding his expertise in all areas of wealth management while supporting the team and clients behind the scenes.

          Outside of work, Chase enjoys golfing, playing pickleball, and staying active through various athletic pursuits.

            • Florida State University, Finance
              401 East Las Olas Boulevard
              Suite 2300
              Fort Lauderdale, FL 33301
              chase.lalonde@ubs.com
              Chase Lalonde
              401 East Las Olas Boulevard,Fort Lauderdale,FL,33301

            Defining your priorities. Pursuing what matters.

            Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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            Turn possibilities into a plan

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            A leading global wealth manager

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            Modern Retirement Monthly

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            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            #1

            for High Net-Worth clients

            Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

            $6 trn

            UBS Group invested assets
            As of 12/31/2024

            Global leader

            UBS is a leading and truly global wealth manager

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