A plan for today, tomorrow and generations to come

Great Barrier Reef

The proof is in our numbers

$1.2 Billion

Assets under management

150 + Years

Collective years of experience

10 person

seasoned team


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.

  • Corey D'Angelo Headshot

    Corey D'Angelo, CFP®, CEPA®

    Financial Advisor

    CERTIFIED FINANCIAL PLANNER™

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WV
    • WY

    Corey has been with UBS since 2014. He understands that each client is different, from a new investor to one with years of experience. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), Corey specializes in implementing financial planning strategies and providing personalized, tailored solutions to meet client's needs. He is known for clearly laying out options and offering straightforward advice and guidance. Corey focuses on portfolio construction, cash management, education planning, retirement planning, legacy planning, debt management and holistic investment advice. He is proficient in delivering in-depth retirement plans by conducting a Financial Goal Analysis to ensure clients are on track to achieving their financial goals.

    Corey is originally from St. Petersburg, Florida and currently resides in Maitland, Florida. He is an active member of the Winter Park Chamber of Commerce. He enjoys being active with his Weimaraner (Onyx), exploring the restaurant scene, watching sports and spending time with family. 

      • University of Central Florida, Finance
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Exit Planning Advisor
      • Series 7: General Securities Representative Examination
      • Florida 2-15 Life, Health and Variable Annuities License
      Custom portfolios
      Structured products
      Securities-backed lending
      Cash management
      Retirement planning
      Legacy planning
      Business owners
      Entrepreneurs
      201 North New York Ave
      Winter Park, FL 32789

    A focus on personalized access and service

    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

    Goals-based planning

    Goals-based planning

    Retirement Couple

    Retirement readiness

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    Investment management

    Backed by the strength of UBS

    A global leader in wealth management

    #1

    For Ultra-High Net Worth clients

    Euromoney Private Banking and Wealth Management Survey, 2016-2022

    $2.8 trillion

    In invested assets globally 
    As of 06/30/2022

    World's best bank

    for wealth management

    Euromoney Award for Excellence, 2020-2022

    We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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    What's your vision?

    We can help you bring your vision to life.

    Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.