The power of investing now

Prior to becoming a financial advisor for UBS in 2007, Chris Niles earned a B.S. in Management from the Georgia Institute of Technology in 1989 and a J.D. from the New England School of Law in 1992, practicing law for 15 years.

As a client's personal advocate, Chris provides detailed, thoughtful guidance tailored to individual circumstances and priorities. In his role as a Senior Portfolio Manager, he is primarily responsible for executing the team's investment management strategies.

Chris holds four industry designations. The CFP® designation gives Chris a distinct knowledge of financial planning, the CIMA® certification allows Chris to provide technical investment knowledge to meet the real world needs of individual and institutional investors, the CPWA® designation allows Chris to focus on the life cycle of high-net-worth individuals, and lastly, the RMA® allows Chris to focus on building custom retirement income plans to mitigate clients risks and to master the retirement planning advisory process.

During his free time Chris enjoys reading, bridge, and traveling. Chris and his wife, Genevieve, live in Fort Lauderdale.

Lloyd joined UBS in 2013 as a financial planner. With over ten years of experience in the financial services industry, Lloyd holds five industry relevant designations. In 2018, Lloyd obtained the Chartered Financial Analyst® designation; a designation that is the badge of distinction in the investment management profession. CFA charter holders work in the most prominent investment firms around the world. Lloyd's designations, as a Certified Financial Planner®, Certified Private Wealth Advisor®, and a Chartered Retirement Planning Specialist®  allow him to offer expert advice on retirement benefits planning, and asset protection for both high and ultra-high net worth individuals.

Lloyd holds a B.S. in Business Administration and graduated Magna Cum Laude from the University of Central Florida. He remains involved with the Southeast Florida UCF Alumni Chapter. Obtaining an MBA specializing in Finance and Mergers & Acquisitions from the University of Miami, he is a member of the University of Miami School of Business Alumni Association. Lloyd is also a member of the Financial Planning Association, and is currently the President of the CFA Society Miami.  Additionally, he is involved with his local Toastmasters club.

Lloyd was born and raised in New York City. In 1999, he moved to Florida. He is an alumnus of Ransom Everglades School.  In his spare time Lloyd enjoys travel, fitness, and is an avid follower of college football.

Sandi joined UBS in 2017 as a Client Service Associate, bringing over 30 years of community banking experience and exceptional customer service skills with her.

A Fort Lauderdale native, she achieved an Associates of Arts degree from Broward Community College, and continued at the University of Florida in the Occupational Therapy field.  Both her and her husband enjoy vintage apparel and furniture, and they are both passionate about their antique cars. Sandi and her husband frequently go to car shows around the country.

Donna joined UBS in 2008  part-time, providing administrative and team marketing services. She graduated from Northern Illinois University with a BS degree in Nursing in 1986. She started her career in Chicago and continued after moving to Palm Beach County in 1992.  In 1994, Donna became a full-time mother to her daughter Kayli.  She quickly became involved in fund raising efforts to support special needs children, acting as the PTO president for 4 years. Donna obtained a Florida Real Estate License in 2002, providing research and marketing efforts for local area Real Estate Firms.

Donna is a lover of health and wellness, playing the piano, rollerblading, and photography. She remains actively involved with special needs interests in memory of her daughter.