A plan for today, tomorrow and generations to come

Great Barrier Reef

The proof is in our numbers

$1.5 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
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • 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 a member of the Winter Park Chamber of Commerce and the University of Central Florida Alumni Association. 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
      corey.dangelo@ubs.com
      Corey D'Angelo, CFP®, CEPA®
      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.

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    A plan to simplify your financial life

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    Retirement plan services

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    The good news is, you’re succeeding

    A leader in wealth management

    Backed by the strength of our parent company, UBS AG

    $5.9+ trn

    UBS Group invested assets
    As of 06/30/2024

    Insights

    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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    Making sense of significant wealth

    We can help you plan for it.

    When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

    We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.