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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
Doug joined UBS in 1996, first serving at the Boca Raton branch then Headquarters branch in New York City, then returned to Florida and the Naples branch. At UBS, he has attained the designations 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 NASD 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 boys.
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 through 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Doug joined UBS in 1996, first serving at the Boca Raton branch then Headquarters branch in New York City, then returned to Florida and the Naples branch. At UBS, he has attained the designations 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 NASD 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 boys.
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 through 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
