An experienced and committed team

Jerrey's first encounter with the financial services industry was as a client of an advisor while he was still playing professional baseball. His experience proved successful on the investing side but it sorely lacked the personal connection that Jerrey was looking for from an advisor. After his 12 years in baseball with such organizations as the San Diego Padres, Chicago Cubs, Houston Astros, Anaheim Angels, Montreal Expos and Cincinnati Reds, Jerrey used his own personal experience to realize that he wanted to provide the financial services experience to successful individuals and business owners the way he believed it should be done. 

Every business owner will have an exit one day. Are you prepared? Jerrey helps business owners navigate the 5 D's of exiting a business to help them ensure they can control their own destiny and transition on their terms.
As a Certified Exit Planning Advisor, Jerrey focuses on helping you make informed decisions so you can leverage the value of your largest and most important asset, your business, to help you create a legacy for the people and causes you care most about. You have a vision for your future but may not have developed a plan to achieve it.  By applying over 20+ years of experience in guiding individuals toward success, Jerrey couples business transition advice with tailored personal financial planning.
Areas of focus: exit planning, succession planning, cash flow management, post-sale planning, legacy planning, philanthropy, financial education, family planning, along with multigenerational wealth transfers, investment management, trust planning, and lending solutions.

Jerrey was born and raised in Seminole County and now he, his wife, and their two daughters call Belle Isle home. Jerrey is active in the community and enjoys playing golf and watching his daughters play lacrosse for Duke and Stanford.

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 an active member of the Winter Park Chamber of Commerce. He enjoys being active with his Weimaraner (Onyx), exploring the restaurant scene, watching sports and spending time with family. 

Asu focuses on providing exceptional service and strategic operational support to our clients and the team. Asu simplifies, streamlines, and delivers an extensive range of operational and account services. With her strong work ethic and her significant knowledge of the firm’s internal processes and procedures, she is able to promptly address a variety of client needs with care, patience, and empathy.

Asu has extensive experience in the financial industry and has a deep understanding of the firm’s core values. In her role, Asu always places clients first and has a strong commitment to providing clients with the highest quality of service in a professional manner and through personalized attention.

She earned her bachelors in Business Administration from Eastern Mediterranean University and her MBA from Northwest Missouri State University. Asu holds Series 7, 9, 10 & 66 Licenses. Prior to joining Families & Founders Private Wealth Partners at UBS, she worked with the Morgan Stanley Private Wealth Advisor group. Asu resides in Windermere, FL with her son Gabriel.