Pursue what matters most

Confidence for today, tomorrow and generations to come

With over 35 years of experience, Flint Financial Group is a multigenerational team of Financial Advisors focused on the specific needs of retirees, business owners and each generation of their families. We offer the advantages that come from decades of insight and knowledge, the ability to navigate financial complexity with ease, relationships that last for generations and a genuine commitment to serve others. We are located at the Fort Myers UBS branch, but proudly serve clients and families all over the nation.

Flint Financial Group offers you:

Family team dedicated to you for the long term
Access to the extensive global resources of UBS
Wisdom and insight that come from decades of experience
Core values that extend from a faith commitment

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All of our professional relationships are personal to us. Each starts with trust, and over time becomes a longstanding mutual commitment that lasts for decades.
- Flint Financial Group

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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