A plan for today, tomorrow and generations to come

The proof is in our numbers

$1.3 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, CFP®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- 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 D'Angelo, CFP®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- 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

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

Retirement readiness

For your retirement or your company retirement plan

Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more.

Ready to roll over? Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.

Retirement income planning. Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Long-term care. With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.

Helping you optimize your corporate plan. We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements.

Investment management

Backed by the strength of UBS

A global leader in wealth management

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

^$5+ trillion

In invested assets globally
As of 11/07/2023

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022

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.

Get started on your financial plan

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.

Let's talk

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