The right moves for your financial future

• 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.

• Private Wealth Advisor
• Senior Portfolio Manager

• 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℠

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