Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

Eric Dunn

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- MI
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
As the Branch Manager of the Sarasota office, Eric brings a lifetime of experience and knowledge, which helps him to be a thoughtful, caring and enthusiastic leader. For 30 years, Eric has been earning the trust of his clients with a comprehensive holistic approach to wealth management.

Eric's attention to detail and focus helps him advise his clients on the many facets of wealth, financial and estate planning, utilizing disciplined Planning and Allocation Strategies. Having knowledge of the unique and complex issues facing today's business owner and their families, Eric works with business owners on exit, succession and transfer planning.

His four years of service in the United States Marine Corps is where he learned invaluable leadership skills and discipline. Eric settled in Sarasota in 1970, and has been an active member of the community ever since. He volunteers with the Take Stock in Children Program, which provides a four-year college education for at-risk youths in the Sarasota Community.

Eric and his wife Moira have been active members in The Church of the Palms, participating in youth group leadership and as mission leaders. Eric is past elder of the church. Eric and Moira have been avid sports spectators, watching their three girls compete on both high school and travel teams (softball, X-country, volleyball, soccer, track and lacrosse). Eric is a Master class sporting clays competitor.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- The University of Florida, B.S. degree with a major in Finance
- Wealth Advisor
- Portfolio Manager
- Accredited Asset Management Specialist
- Certified Private Wealth Advisor
1819 Main Street
Suite 900
Sarasota, FL 34236

eric.dunn@ubs.com

Eric Dunn

1819 Main Street,Sarasota,FL,34236
Alfred Caliendo

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- MI
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Al Caliendo has more than 36 years of wealth management experience. As a member of The Dunn-Caliendo Wealth Management Group, he is very knowledgeable about the financial markets, economic conditions and investment strategies. He is a research enthusiast that spends his time reading the Wall Street Journal, Barron's, and UBS Publications to educate and inform his clients of new opportunities. He holds life insurance and variable annuity licenses.

He earned his B.S. in Marketing and Management from Duquesne University. Al and his wife have lived in Florida for over 36 years. They have one son.

They love to travel and cruise.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
1819 Main Street
Suite 900
Sarasota, FL 34236

alfred.caliendo@ubs.com

Alfred Caliendo

1819 Main Street,Sarasota,FL,34236
Deborah Langer

Client Associate
View bio
- AL
- AR
- AZ
- CA
- CT
- FL
- GA
- IL
- IN
- KY
- MA
- MI
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- VA
- WA
- WY
Dee oversees client administration for The Dunn-Caliendo Wealth Management Group. She has earned her Series 7 and 66 licenses. Dee has more than 17 years experience in the financial services industry. She lives in Sarasota and has two children and four grandchildren.
1819 Main Street
Suite 900
Sarasota, FL 34236

dee.langer@ubs.com

Deborah Langer

1819 Main Street,Sarasota,FL,34236
Coty Schade

Wealth Management Associate
View bio
- CT
- FL
- IL
- MT
- NM
- NV
- NY
- SC
- VA
Coty oversees client administration for The Dunn-Caliendo Wealth Management Group. She has earned her Series 7 and 66 licenses. Coty has more than 3 years' experience in the financial services industry. She received a B.S. in Psychology from the University of Southern Mississippi.
1819 Main Street
Suite 900
Sarasota, FL 34236

coty.schade@ubs.com

Coty Schade

1819 Main Street,Sarasota,FL,34236

Eric Dunn

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- MI
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
As the Branch Manager of the Sarasota office, Eric brings a lifetime of experience and knowledge, which helps him to be a thoughtful, caring and enthusiastic leader. For 30 years, Eric has been earning the trust of his clients with a comprehensive holistic approach to wealth management.

Eric's attention to detail and focus helps him advise his clients on the many facets of wealth, financial and estate planning, utilizing disciplined Planning and Allocation Strategies. Having knowledge of the unique and complex issues facing today's business owner and their families, Eric works with business owners on exit, succession and transfer planning.

His four years of service in the United States Marine Corps is where he learned invaluable leadership skills and discipline. Eric settled in Sarasota in 1970, and has been an active member of the community ever since. He volunteers with the Take Stock in Children Program, which provides a four-year college education for at-risk youths in the Sarasota Community.

Eric and his wife Moira have been active members in The Church of the Palms, participating in youth group leadership and as mission leaders. Eric is past elder of the church. Eric and Moira have been avid sports spectators, watching their three girls compete on both high school and travel teams (softball, X-country, volleyball, soccer, track and lacrosse). Eric is a Master class sporting clays competitor.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- The University of Florida, B.S. degree with a major in Finance
- Wealth Advisor
- Portfolio Manager
- Accredited Asset Management Specialist
- Certified Private Wealth Advisor
1819 Main Street
Suite 900
Sarasota, FL 34236

eric.dunn@ubs.com

Eric Dunn

1819 Main Street,Sarasota,FL,34236
Alfred Caliendo

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- MI
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Al Caliendo has more than 36 years of wealth management experience. As a member of The Dunn-Caliendo Wealth Management Group, he is very knowledgeable about the financial markets, economic conditions and investment strategies. He is a research enthusiast that spends his time reading the Wall Street Journal, Barron's, and UBS Publications to educate and inform his clients of new opportunities. He holds life insurance and variable annuity licenses.

He earned his B.S. in Marketing and Management from Duquesne University. Al and his wife have lived in Florida for over 36 years. They have one son.

They love to travel and cruise.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
1819 Main Street
Suite 900
Sarasota, FL 34236

alfred.caliendo@ubs.com

Alfred Caliendo

1819 Main Street,Sarasota,FL,34236
Deborah Langer

Client Associate
View bio
- AL
- AR
- AZ
- CA
- CT
- FL
- GA
- IL
- IN
- KY
- MA
- MI
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- VA
- WA
- WY
Dee oversees client administration for The Dunn-Caliendo Wealth Management Group. She has earned her Series 7 and 66 licenses. Dee has more than 17 years experience in the financial services industry. She lives in Sarasota and has two children and four grandchildren.
1819 Main Street
Suite 900
Sarasota, FL 34236

dee.langer@ubs.com

Deborah Langer

1819 Main Street,Sarasota,FL,34236
Coty Schade

Wealth Management Associate
View bio
- CT
- FL
- IL
- MT
- NM
- NV
- NY
- SC
- VA
Coty oversees client administration for The Dunn-Caliendo Wealth Management Group. She has earned her Series 7 and 66 licenses. Coty has more than 3 years' experience in the financial services industry. She received a B.S. in Psychology from the University of Southern Mississippi.
1819 Main Street
Suite 900
Sarasota, FL 34236

coty.schade@ubs.com

Coty Schade

1819 Main Street,Sarasota,FL,34236

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

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.

Read the report

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Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

Insight-based advice

Pursuing your goals together

Eric Dunn

Alfred Caliendo

Deborah Langer

Coty Schade