Let's move forward. Together.

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.

Employees at warehouse

Douglas DiGiorno, CRPS, CRPC

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.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
  • WV

  • Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021
801 Laurel Oak Drive
Suite 500
Naples, FL 34108
  • (239) 254-7163

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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