Your life. Your wealth. Your future.

Pursue what matters most

Comprehensive Financial Consultants

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Empty office space

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.

  • Ivens Buchanan

    Bucky Buchanan

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MO
    • MS
    • NC
    • NH
    • NJ
    • NY
    • PA
    • SC
    • TN
    • TX
    • VA
    • WI

    Bucky specializes in working with corporations, foundations, high net worth and ultra-high net worth families located across the U.S.  Bucky has earned the designation of an Accredited Asset Management Specialist from the College for Financial Planning. He is FINRA-registered and holds Series 7 & 66 securities licenses, as well as state licenses for Life Insurance and Variable Annuities. Prior to joining UBS, he was Worldwide Sales Manager for FedEx, where he managed consulting services and customized solutions that helped many U.S. and multinational corporations realize their financial goals. Bucky is involved with various charities in the Southeastern U.S., including Els for Autism, Golfers Against Cancer, Seminole Boosters and is a Member of the Board of Governors of the FSU College of Business.

        • Accredited Asset Management Specialist℠
        • Wealth Advisor
        One Independent Drive
        Independent Square
        Jacksonville, FL 32202
      • Joel Robinson Nichols

        Joel Robinson Nichols, CFP®, CFS®

        First Vice President–Wealth Management

        • image
        • image
        • image
        • AL
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MO
        • MS
        • NC
        • NH
        • NJ
        • NY
        • PA
        • SC
        • TN
        • TX
        • VA
        • WI

        Joel focuses on working with businesses, their key employees, and high net worth families with a personal approach developed over his 15 years of experience. Joel has a penchant for learning and growing as an advisor, as evidenced by the number of delegations earned in his career, including CERTIFIED FINANCIAL PLANNER™, Retirement Plan Consultant, and Certified Fund Specialist. In addition, Joel completed the UBS Wealth Advisor program and earned a Master's in Portfolio Construction and Estate Planning from the Institute of Business and Finance. He is FINRA licensed with his Series 7, 31, 63, and 66, as well as state licensed in Life, Health, and Variable Annuities. Joel lives in Jacksonville with his wife and two sons and enjoys volunteering at his local Kiwanis club and Redeemer Anglican church in his spare time.

          • Institute of Business and Finance, Master's in Portfolio Construction and Estate Planning
          • CERTIFIED FINANCIAL PLANNER™
          • Certified Fund Specialist®
          • Retirement Plan Consultant
          One Independent Drive
          Independent Square
          Jacksonville, FL 32202
        • Zach Williams

          James Williams

          Financial Advisor

          • image
          • image
          • image
          • AL
          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MO
          • MS
          • NC
          • NH
          • NJ
          • NY
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • WI

          Drawing on a unique background that includes coaching high school basketball, working alongside attorneys while attending college, living overseas in Istanbul, Turkey, and working with high volume equity and options traders at Merrill Lynch, Zach's current role as a member of Comprehensive Financial Consultants at UBS is to help our clients thrive. Zach is FINRA licensed with his Series 7 and 66, and holds state licenses for Life, Health, and Variable Annuity. When he's not providing white glove service to our clients, he enjoys coaching basketball at Providence School, supporting his alma mater University of Florida, and volunteering at his church in Nocatee. Zach lives in Jacksonville with Christine, his high school sweetheart and wife of 7 years.

            • University of Florida
              One Independent Drive
              Independent Square
              Jacksonville, FL 32202
            • Vicki Lynn Suits

              Vicki Suits

              Senior Client Associate

              • image
              • image
              • AL
              • FL
              • GA
              • IN
              • ME
              • MS
              • NJ
              • NY
              • TN
              • TX
              • VA

              Vicki has been in the financial services industry for over 20 years, with previous experience at Merrill Lynch for 12 years. She is currently a Senior Registered Client Service Associate and Branch Office Administrator. Vicki is fully licensed with the FINRA Series 7 and Series 66 licenses, as well as her State of Florida license in Life, Health, and Variable Annuities. She earned her BA degree in Organizational Management from Warner University with a concentration in Finance and graduated Summa Cum Laude. Vicki lives in Lakeland with her husband, Frank. They have two grown daughters and four grandchildren.

                • Warner University, BA degree in Organizational Management
                  295 1st Street South
                  Winter Haven, FL 33880
                • Holly Van Wagner

                  Holly Van Wagner

                  Client Associate

                  • image
                  • image
                  • AL
                  • AZ
                  • CA
                  • CO
                  • CT
                  • FL
                  • GA
                  • IL
                  • IN
                  • KS
                  • KY
                  • LA
                  • MA
                  • MD
                  • ME
                  • MI
                  • MO
                  • NC
                  • NH
                  • NJ
                  • NY
                  • OR
                  • PA
                  • RI
                  • SC
                  • TN
                  • TX
                  • VA

                  Holly has been in the financial services industry for over 20 years, with previous experience at Smith Barney, UBS and Morgan Stanley. She is currently a Client Service Associate. Holly is licensed with the FINRA Series 7 and Series 63 licenses. She earned her BA degree in Business Administration from the University of Michigan. Holly lives in St. Augustine with her husband, John, and their two sons.

                    • University of Michigan, BA degree in Business Administration
                      One Independent Drive
                      Independent Square
                      Jacksonville, FL 32202

                    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.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager