Senior Vice President–Wealth Management
Doug’s educational background includes both a BBA and MBA in Banking Finance and Investments from Hofstra University. His professional designations include the coveted CERTIFIED FINANCIAL PLANNER™ title which he has held since 1988, as well as the Chartered Advisory in Philanthropy certification.
Originally from Long Island, New York, Doug and his wife Cindy moved to South Florida in 2006 where they current live in beautiful Tequesta/Jupiter. Their six children, daughter in law and grandson all reside in the Palm Beach area. Doug and his family have been involved in numerous charitable activities over the years, focused primarily on orphans and vulnerable children both here in the US and around the world.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Credentials
Senior Vice President–Wealth Management
Born and raised in South Florida, Steve has an appreciation for the region and its diverse people. Steve received his Bachelor of Science in Finance at Palm Beach Atlantic University in 1995. He also holds Master of Biblical Studies from Moody Bible Institute, graduating in 2014. In addition to his registrations, Steve also holds the prestigious CERTIFIED FINANCIAL PLANNER™ title.
Steve is the pastor of Family Church Jupiter. He also serves on the boards of Palm Beach Atlantic Atlantic University and Palm Beach County Fellowship of Christian Athletes. Steve is married to his college sweetheart, Apryl and they have three children (Hannah, Abby, and Emma) and one son-in-law (Jake Zimmerman).
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Credentials
Vice President–Wealth Management
Originally from the Philadelphia, Pennsylvania area, Ryan earned his undergraduate degree and MBA from Palm Beach Atlantic University. Ryan obtained his CERTIFIED FINANCIAL PLANNER™ certification and is FINRA-registered and holds Series 7, 63 and 65 securities licenses, as well as licenses for life, long-term care, fixed and variable annuities.
Ryan and his wife Lauren have two daughters, Ella and Piper and reside in North Palm Beach, FL. They are an active family that enjoys everything the South Florida lifestyle has to offer. They are involved locally with various charitable organizations and active in the local community, including Family Church where they attend.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Credentials
Senior Client Associate
Kathy Leavey started her career in the financial service industry in 1998. Initially hired by Financial Advisor Douglas Twohill, the two have worked together since. A partnership built on shared values, and commitment to excellence, Kathy has delivered on these principle since the beginning. When Doug moved his practice from New York to Florida in 2007, and later to UBS in 2014, Kathy followed suit. Kathy has assisted Doug’s clients for more than two decades, and greatly enjoys helping clients with each financial goal they set. Kathy is fully registered, having both her series 7 and 66.
Originally from Long Island, Kathy currently resides in Wellington, FL with her husband. Her two adult children live locally and she enjoys being an active part of their lives. Kathy is very involved in her local church, volunteering weekly. A gifted baker, Kathy often brings cakes to the office, which her co-workers greatly enjoy. Kathy enjoys decorating for each holiday/season, adding a ray of festive cheer to the office.
Senior Client Associate
Nannette Lewis started her career in the finance industry in 1989, becoming registered in 1992. Initially starting with an independent money manager in Ft. Lauderdale, Nannette has held various roles as a financial professional. In March 2005, Nannette Lewis teamed up with Financial Advisor Steve Scalici. The team later joined UBS in November 2014. Nannette’s favorite part of the role is assisting clients with the financial aspect of new beginnings: whether it’s seeing them start a career, grow their family, or retire..
A native of Philadelphia, Nannette is a current resident of Stuart, FL. Nannette has 2 daughters, the oldest a Doctor of Natural Medicine and the younger, a business owner living in Seattle. She also has three grandsons, who keep her very busy. Nannette is actively involved in her local church, volunteering weekly and hosting Bible studies. An avid reader, Nannette particularly enjoys learning about health and nutrition.