Senior Vice President–Wealth Management
Todd Starkey believes strongly in continuing his education to better serve his clients. He is among a highly select group of Financial Advisors who have attained both the Certified Financial PlannerTM and Chartered Retirement Planning CounselorSM designations. In addition, Todd is also a Certified Investment Management Analyst®. He has been in the financial services industry since 1996 and was previously with Merrill Lynch from 1999 until 2013, when he joined UBS.
With the Compass Wealth Management Group, Todd serves high net worth individuals, corporate executives and business owners who care about the goals they have for their future. Regardless of their chosen profession, he understands that clients who have attained a significant level of wealth require sophisticated financial strategies and solutions to protect their future. Dedicated to a proactive management approach, combined with a service focus that revolves around sharing his clients’ passions, Todd helps clients realize maximum benefits from their UBS relationship. As he works to help simplify clients’ financial lives, the pressures they experience in their daily lives may become more manageable.
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
Todd Starkey believes strongly in continuing his education to better serve his clients. He is among a highly select group of Financial Advisors who have attained both the Certified Financial PlannerTM and Chartered Retirement Planning CounselorSM designations. In addition, Todd is also a Certified Investment Management Analyst®. He has been in the financial services industry since 1996 and was previously with Merrill Lynch from 1999 until 2013, when he joined UBS.
With the Compass Wealth Management Group, Todd serves high net worth individuals, corporate executives and business owners who care about the goals they have for their future. Regardless of their chosen profession, he understands that clients who have attained a significant level of wealth require sophisticated financial strategies and solutions to protect their future. Dedicated to a proactive management approach, combined with a service focus that revolves around sharing his clients’ passions, Todd helps clients realize maximum benefits from their UBS relationship. As he works to help simplify clients’ financial lives, the pressures they experience in their daily lives may become more manageable.
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 Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Alex, who joined UBS and the Compass Wealth Management Group in 2017, works closely with clients to understand their retirement planning, philanthropic and family goals and provides a personalized comprehensive plan to help guide them. He also concentrates on analytics and the development of custom investment strategies by performing market and security due diligence, following macro and micro economic trends and staying current on UBS and external market research. Alex takes pride in delivering what clients need most today— "Advice. Beyond investing.”—by utilizing tailored solutions to address each client’s individual priorities.
He previously worked at a business consulting firm where he worked with a team to help their clients develop and execute strategies to maximize return on investment, productivity and efficiency within their respective markets.
Alex is on the grant review committee for Community Foundation and is a member of the Space Coast Economic Development Commission. In their free time, Alex and his wife Sammi maintain an active lifestyle and enjoy playing golf, traveling and spending time with family/friends, and donating their time to local charities.
Credentials
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Alex, who joined UBS and the Compass Wealth Management Group in 2017, works closely with clients to understand their retirement planning, philanthropic and family goals and provides a personalized comprehensive plan to help guide them. He also concentrates on analytics and the development of custom investment strategies by performing market and security due diligence, following macro and micro economic trends and staying current on UBS and external market research. Alex takes pride in delivering what clients need most today— "Advice. Beyond investing.”—by utilizing tailored solutions to address each client’s individual priorities.
He previously worked at a business consulting firm where he worked with a team to help their clients develop and execute strategies to maximize return on investment, productivity and efficiency within their respective markets.
Alex is on the grant review committee for Community Foundation and is a member of the Space Coast Economic Development Commission. In their free time, Alex and his wife Sammi maintain an active lifestyle and enjoy playing golf, traveling and spending time with family/friends, and donating their time to local charities.
Credentials
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
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
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