Let's move forward. Together.

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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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.

  • Carl Donatello

    Carl Donatello

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • HI
    • IL
    • MA
    • MD
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NY
    • PA
    • RI
    • SC
    • SD
    • TX
    • UT
    • VA
    • VT
    • WA

    Carl has more than 40 years of experience in investment management. Previously, he was a Senior Vice President and City Executive at Bank of America where he worked extensively with high net worth individuals. A graduate of Quinnipiac University, Carl earned a B.A. in accounting. He subsequently obtained Series 7, 9, 10 and 66 securities licenses as well as Life and Health Insurance licenses. Carl is approved in the Connecticut Long Term Care Partnership Program. Carl holds a Chartered Financial Consultant and Chartered Life Underwriter designation as well as the UBS Wealth Advisor designation.

      • Quinnipiac University, B.A. Accounting
      • Chartered Life Underwriter®
      • Chartered Financial Consultant
      • Wealth Advisor
      265 Church St
      4th + 6th Floors
      New Haven, CT 06510
    •  John Sholtis

      John Sholtis, CTFA

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • HI
      • IL
      • MA
      • MD
      • MI
      • NC
      • NJ
      • NM
      • NY
      • PA
      • RI
      • SC
      • SD
      • TX
      • UT
      • VA
      • VT
      • WA

      John brings over 33 years of experience in the financial services industry to UBS. Prior to joining UBS, he was a Private Client Manager and Vice President at Bank of America’s Private Bank where he provided wealth planning, asset and liability management, and asset preservation strategies to high net worth clients. An alumnus of the State University of New York, John earned a B.S. in business economics and holds Series 7 and 66 securities licenses as well as Life and Health Insurance licenses. John has attained the CTFA designation as well as the UBS Wealth Advisor designation.

        • State University of New York, B.S Business Economics
        • Certified Trust and Financial Advisor
        • Wealth Advisor
        Home Worker FL
        Home Worker FL, FL 000
      • Denise Rasicot

        Denise Rasicot

        Senior Client Associate

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        • CT
        • FL
        • NY

        Denise began her career in financial services industry in 1988. Prior to joining the firm, Denise worked at Bank of America in the Private Wealth Management area as a Sr. Client Service Associate. Denise is responsible for the ongoing maintenance of all aspects of account activity, including client relationships and regulatory compliance. Denise holds NASD Series 7 (General Securities Representative),Series 66 (Investment Advisor Representative), and Life and Health Insurance licenses.

              1800 North Military Trail
              Suite 300
              Boca Raton, FL 33431

            The circular economy: What is it?

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            For needs that go beyond your own—to help you improve the lives of others

            What will your legacy be?
            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

            Learn more at ubs.com/wealthway.

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            $2.8 trillion

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            As of 06/30/2022

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