An experienced and committed team

Business owners don’t just exit a company, they convert years of work into one defining financial moment. While the process may seem straightforward, the details beneath the surface like deal structure, tax exposure, liquidity timing, and post-sale strategy can significantly impact what you ultimately keep. That’s where Jerrey focuses his work.

As a Certified Exit Planning Advisor® (CEPA®) with over 20 years of experience, Jerrey helps business owners and family-owned businesses prepare for and navigate successful transitions. Having supported 40+ business exits, primarily in construction and service-based industries, he understands where value is created and where it can quietly erode. Jerrey helps guide clients through every stage of the process, from exit and succession planning to investment strategy, estate planning, and multigenerational wealth transfer, helping ensure they transition on their terms and with clarity around what their wealth is meant to accomplish.

Before wealth management, Jerrey spent 12 years playing professional baseball with organizations including the San Diego Padres, Chicago Cubs, Houston Astros, Anaheim Angels, Montreal Expos, and Cincinnati Reds. As a client during that time, he experienced strong investment advice but a lack of personal connection, something he’s made central to his approach.

Combining strategic exit planning with personalized financial guidance, Jerrey helps business owners maximize the value of their business, protect what they’ve build, and create a meaningful legacy.

Born and raised in Seminole County, Jerrey, his wife, and their two daughters call Belle Isle home. He is active in the community, enjoys playing golf and spending time on the lake.

Corey joined UBS in 2014 with a commitment to taking a highly personalized approach to guiding clients through every stage of their financial journey, from those just getting started to more seasoned investors.

As a Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor® (CEPA®), Corey helps clients implement thoughtful financial strategies tailored to their financial goals. He is known for breaking down complex decisions into clear, practical options, so clients can move forward with confidence and clarity.

Corey’s work focuses heavily on helping families build, manage, and preserve wealth across generations. This includes developing comprehensive strategies around education financing, estate planning, and legacy planning, ensuring that wealth is not only protected, but also meaningfully aligned with each family’s values and long-term vision. He also guides clients through portfolio construction, cash flow and debt management, and holistic wealth planning, while delivering in-depth retirement planning through Financial Goal Analysis to help keep them on track toward their goals.

Originally from St. Petersburg, Florida, Corey now lives in Maitland with his Weimaraner, Onyx. Outside of work, Corey enjoys staying active, exploring new restaurants, watching sports, and spending time with family.

Sam began his career in the financial services industry in 2021 and quickly progressed through roles in wealth management, gaining experience in portfolio analysis, financial planning, and client relationship development.  His CFP® designation reflects his commitment to delivering comprehensive, client-focused advice with a fiduciary mindset. Sam’s focus is in working with high-net-worth families and business owners on comprehensive financial planning and investment strategies.

A graduate of the University of Central Florida in 2024, Sam built a strong foundation in finance while also staying actively involved on campus. He played club lacrosse at UCF, serving in a leadership role as Treasurer for the team where he helped oversee budgeting, fundraising, and team operations.

Sam is originally from Atlanta, Georgia. He moved down to Winter Park, Floria after spending the last couple of years in Charlotte, North Carolina. Outside the office, he enjoys spending time on the golf course, trying new restaurants in Central Florida, and is an avid fan of The New York Jets, Mets, Rangers, and Knicks.

Emily Suazo is a proud University of Florida graduate who made the move to Orlando after earning her degree. As a Registered Client Associate, Emily brings a thoughtful and client-focused approach to her work. Known for her attention to detail and commitment to excellence, she supports clients and advisors with a high level of professionalism and care. Outside the office, she enjoys crocheting, baking sweet treats, and getting lost in a good book. She shares her home with her beloved cat, Oreo.