Lasting relationships. For all that matters

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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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.

Douglas DiGiorno

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
Doug joined UBS in 1996, first serving in the Boca Raton branch then Headquarters branch in New York City, and then returning to Florida and the Naples branch. At UBS he has attained the designation of Chartered Retirement Plans Specialist, Chartered Retirement Planning Counselor, Retirement Plan Consultant, and Wealth Advisor. In addition he has earned Series 7, 31, 63, and 65 securities licenses. He is insurance licensed in variable annuities, life, and health. Born in Miami, Doug resided in Miami and Boca Raton until 1998 and is a graduate of Fairfield University. Doug enjoys Naples with his wife, Colleen, and their four sons.

Over the last two decades, Doug has put together a network of specialists to complement his expertise using the resources of UBS, a global firm. With the input of clients, he puts together a comprehensive, tailored plan that is maximized though the resources of the network. Through ongoing communication and monitoring with clients, the strength of the partnership is realized and goals are accomplished with confidence.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Chartered Retirement Planning Counselor
- Chartered Retirement Plans Specialist℠
- Retirement Plan Consultant
801 Laurel Oak Drive
Suite 500
Naples, FL 34108

douglas.digiorno@ubs.com

Douglas DiGiorno

801 Laurel Oak Drive,Naples,FL,34108

Douglas DiGiorno

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
Doug joined UBS in 1996, first serving in the Boca Raton branch then Headquarters branch in New York City, and then returning to Florida and the Naples branch. At UBS he has attained the designation of Chartered Retirement Plans Specialist, Chartered Retirement Planning Counselor, Retirement Plan Consultant, and Wealth Advisor. In addition he has earned Series 7, 31, 63, and 65 securities licenses. He is insurance licensed in variable annuities, life, and health. Born in Miami, Doug resided in Miami and Boca Raton until 1998 and is a graduate of Fairfield University. Doug enjoys Naples with his wife, Colleen, and their four sons.

Over the last two decades, Doug has put together a network of specialists to complement his expertise using the resources of UBS, a global firm. With the input of clients, he puts together a comprehensive, tailored plan that is maximized though the resources of the network. Through ongoing communication and monitoring with clients, the strength of the partnership is realized and goals are accomplished with confidence.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Chartered Retirement Planning Counselor
- Chartered Retirement Plans Specialist℠
- Retirement Plan Consultant
801 Laurel Oak Drive
Suite 500
Naples, FL 34108

douglas.digiorno@ubs.com

Douglas DiGiorno

801 Laurel Oak Drive,Naples,FL,34108

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

Insights

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

Financial strength

Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s

UBS AG, long-term senior secured debt rating. As of 03/31/2024

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022