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

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

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

UBS Wealth Way

UBS Wealth Way

Advice for business owners

Advice for business owners

Multigenerational families

Multigenerational families

Backed by the strength of UBS

A global leader in wealth management

More than 150 years

offering financial advice


Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

Global leader

UBS is a world-leading wealth manager


The proof is in our numbers


Collective years of experience


Years in business as a team


Advisors on the team