Let's move forward. Together.

Retired couple sitting on sofa reading

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.


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.

  • roger boyd 2

    Roger Boyd

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • NC
    • NJ
    • NY
    • OK
    • PA
    • VA

    Roger has been in the securities industry for more than 38 years and has held the Certified Financial Planner designation for more than 25 years. He also was a member of, then chaired the FA Advisory Committee, a select group of advisors that periodically met with Morgan Stanley Senior Management to offer insight and constructive criticism. Over the years, he has spoken to many groups and shared his insights on the economy, financial markets around the world, behavioral economics and the importance of Tactical Allocation and Risk Management in the design and implementation of an investment program. His investment philosophy, derived from observing and investing through several market cycles, is that protecting the principal of a clients' assets is priority one, while investing intelligently to grow their capital is also important. And, as important as a well thought out investment plan is, it is only one part of the "Wealth Management Process" that can lead to greater client success and satisfaction.

        • Portfolio Manager
        801 Laurel Oak Drive
        Suite 500
        Naples, FL 34108
      • wendy diesel

        Wendy Diesel

        Client Associate

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        • CA
        • FL

        Wendy has over 30 years of experience in the financial services industry and has been with UBS since 2019. She currently holds her Series 7 and 66 licenses and has a long history of exceptional service to her clients. Wendy's background also includes working for private investment advisory firms in New York City and Greenwich CT which catered to High Net Worth clients, business owners and Family Foundations. Her role as the Senior Portfolio Administrator and head trader gave her the skills necessary to excel in this business and gives her the ability to provide excellent customer service. Born in New York City and then moved to Fairfield Connecticut in 2002, Wendy worked at Wells Fargo Advisors, LLC in Westport Connecticut before moving to Fort Myers, Florida in 2019 to become a permanent resident. Wendy enjoys swimming, dancing and is passionate about animal rescue.

              801 Laurel Oak Drive
              Suite 500
              Naples, FL 34108

            Focus on liquidity management

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