Your family. Your business. Our focus.

Focus Wealth Management team photo

Focus Wealth Management offers a highly personalized approach that helps you simplify the challenges that come with protecting, growing and transitioning wealth. Providing an individualized experience, our disciplined process focuses on helping you define and achieve your goals wherever you are in life.

With the knowledge and understanding that comes from decades in the industry, our team is dedicated to providing timely guidance for the full cycle of your personal and business needs. Our integrated process works to harmonize all aspects of your financial life and protect the lifestyle you have so carefully built. We promise to help provide:

  • The comfort and confidence that comes from a team who truly cares about you
  • The accountability of a global network of financial professionals dedicated to each generation of your family
  • The highest level access and service, combined with the full resources of a global research and investment leader
  • The results that come from a formal financial plan that helps us define success together so you stay on track
Family photos

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.

  • Trey Mahoney Profile Photo

    James "Trey" Mahoney, III

    Managing Director–Wealth Management

    Portfolio Manager

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    Background and experience
    Originally from the Carolinas, Trey moved to South Florida after earning his undergraduate degree and MBA from Appalachian State University in 2012. That same year he was able to begin his career at UBS in Palm Beach Gardens. Trey was quickly recognized as a leader among his peers. He was selected to attend the New Financial Advisor Leaders Forum in 2013. In 2017, Trey was selected to participate in an advanced professional program at UBS to build upon his wealth management knowledge and earned his UBS Wealth Advisor designation.

    In 2018, after the loss of our team’s founder and Trey’s father, Jim Mahoney, Trey took on the responsibility of leading Focus Wealth Management with his partner Peter Foley. Under Jim’s tutelage, Trey was developed by one of the best. He learned Jim’s process to managing tailored portfolios and the importance of developing strong relationships with our clients so that he can serve them better. Working with Peter, Trey spends much of his time managing portfolios and holds a Portfolio Manager designation in our discretionary portfolio program. He works tirelessly to ensure that our clients’ needs and expectations are met and exceeded.

    Outside of UBS
    Trey has a number of interests, but brings a camera along for all of them. He enjoys paddle boarding, freediving, and drone photography. He accompanied Jim on numerous trips around the world to photograph Africa’s big cats, brown bears in Alaska and most recently, great white sharks in Mexico. Trey is also active in the community. Over the last three years he has participated in "The Crossing for a Cure" where he paddle boarded more than 80 miles, over 15 hours, from Bimini back to Florida in an effort to raise money and awareness for Cystic Fibrosis.

    • Financial Planning Top 40 Financial Advisors Under 40, 2020, 2021, 2022The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

    • Appalachian State University, Undergraduate Degree
    • Appalachian State University, M.B.A.
    • Portfolio Manager
    3801 PGA Boulevard
    10th Floor
    Palm Beach Gardens, FL 33410
    trey.mahoney@ubs.com
    James "Trey" Mahoney, III
    3801 PGA Boulevard,Palm Beach Gardens,FL,33410
  • Peter Foley Profile Photo

    Peter Foley, Jr.

    Senior Vice President–Wealth Management

    Portfolio Manager

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    Background and experience
    Originally from Philadelphia, Pennsylvania, Peter began his career attending and graduating from Chase Manhattan Bank’s prestigious Management Development program, where he held positions in credit risk management, marketing, and private bank lending.

    Peter later moved his business to the Merrill Lynch Miami office where he led the Foley Group, a six person team that primarily advised business owner clients on traditional asset management, wealth transfer techniques, corporate leverage structures and retirement planning. The Miami office was named Merrill Lynch’s top office after Peter assumed the role of Producing Branch Manager.

    In 2005 he was asked to attend and ultimately passed Merrill Lynch’s legendary Assessment Center for Leadership where he earned a full time leadership position as the Associate Director of the Midwest Private Bank and Investment Group in Chicago. Recognizing Peter’s talents, he was quickly promoted to Complex Director for the Northern Florida Market of Merrill Lynch and then to the Boca Tropics Complex where he was consistently one of the top directors in the firm and number one in 2011.

    In 2013 Peter transitioned to UBS to run the Florida East Complex, which was comprised of 153 advisors with over $150 million in revenue and nearly $20 billion dollars in assets where he was, once again, one of the top directors in the firm.

    After coaching and developing some of Florida’s top financial advisors, Peter felt compelled to again help clients work towards their financial goals. To that end, Peter partnered with Jim Mahoney and created Focus Wealth Management. Peter’s current role on the team includes financial planning, operational efficiencies and team management oversight, as well as coordination of lending and client advisors. Having run a significant business, his operational experience is a valued addition to their entrepreneurial clients.

    Outside of UBS
    Peter and his wife Andrea have two children, Peter III and Audrey. He gives back to the community through involvement that includes past board membership and Campaign Chair for the United Way, The Red Cross, The Community Health Center of Palm Beach and The Atlantic Chamber Orchestra. Although Peter’s most fulfilling hobby is supporting his two children in their efforts to remain nationally ranked sailors, he also finds time to pursue his personal passions of golf, fishing, diving and boating.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Providence College
    • Portfolio Manager
    3801 PGA Boulevard
    10th Floor
    Palm Beach Gardens, FL 33410
    peter.foley@ubs.com
    Peter Foley, Jr.
    3801 PGA Boulevard,Palm Beach Gardens,FL,33410
  • Justin Warzala Profile Photo

    Justin Warzala, CFP®

    Financial Advisor

    CERTIFIED FINANCIAL PLANNER™

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    Background and experience
    Justin joined UBS in January of 2014.  With more than nine years of experience in wealth management, his focus is on the development and implementation of asset allocation strategies, portfolio risk management, and investment analysis. He is also actively engaged in the development of comprehensive financial plans.

    In 2022, Justin obtained the CERTIFIED FINANCIAL PLANNER™ certification which is globally recognized as the standard of excellence for competent and ethical financial planning.  By becoming a CFP® professional, Justin is well-prepared to understand the challenges his clients may experience, as well as the strategies to help combat them.

    Justin is a graduate of Florida Gulf Coast University where he earned a Bachelor of Science in Finance.

    Justin is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life, long-term care, fixed and variable annuities.  

    Outside of UBS
    Justin is married to his college sweetheart Liz and they recently gave birth to their daughter Claire.  He is an avid fan of the Minnesota Vikings and when not watching them he enjoys everything the South Florida lifestyle has to offer.  On any given weekend you can find Justin and his family going to the beach, paddle boarding, and boating.  Justin's community involvement includes: serving on the Board of Directors for his Alma mater Florida Gulf Coast University, and mentoring younger members of his fraternity Sigma Phi Epsilon.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Florida Gulf Coast University, Finance
    • CERTIFIED FINANCIAL PLANNER™
    3801 PGA Boulevard
    10th Floor
    Palm Beach Gardens, FL 33410
    justin.warzala@ubs.com
    Justin Warzala, CFP®
    3801 PGA Boulevard,Palm Beach Gardens,FL,33410
  • Lori DeJesus Profile Photo

    Lori DeJesus

    Team Administrator

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    • CA
    • CO
    • CT
    • FL
    • MA
    • MD
    • ME
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • TX
    • VA

    Lori began her career in 1999 at Smith Barney in West Palm Beach. She was handpicked by Jim Mahoney to join his team and lead its client service experience. Lori’s role of Team Administrator allows her to create deep personal relationships with our clients.

    Within Focus Wealth Management, Lori’s primary responsibility and passion is problem solving. Given the complex nature of many of our families’ dynamics, we are often asked out of the ordinary questions and to solve multidimensional issues. Lori’s expansive background in the securities industry and never give up attitude drives her to continue working for our client’s best interests until the situation is resolved and the high expectations of our clients have been exceeded. To better serve our clients she also holds the series 7 and 63 securities licenses.

    Lori is married to her husband Idel and has two children. She loves baseball and hopes to travel to all 30 MLB baseball stadiums around the country. Lori is active in the community and serves in many different capacities within Christ Fellowship Church.

          3801 PGA Boulevard
          10th Floor
          Palm Beach Gardens, FL 33410
          lori.dejesus@ubs.com
          Lori DeJesus
          3801 PGA Boulevard,Palm Beach Gardens,FL,33410
        • Angie

          Angela Daly

          Authorized Officer

          Senior Client Associate

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          • FL

          Originally from Akron, Ohio, Angela relocated to Florida in 2005. Beginning her career in the financial services industry in 1994, Angela gained an extensive background while experiencing many exciting positions including Regional Vice President with a Citigroup affiliate along with holding the position of Branch Manager and Private Wealth Associate with JPMorgan Chase. Angela has been with UBS Financial Services since 2016 as Branch Office Administrator, Authorized Officer, Client Service Associate and Technology Liaison.

          Joining Focus Wealth Management in 2022, Angela brings her experience and passion to support and contribute to the success of the business with a “nothing is impossible” attitude. Angela is FINRA-registered and holds Series 7, 63 & 26 securities licenses as well as insurance licenses for life, health & annuities, and certifications for long term care.

          Angela has been married since 2011. She and her husband, Bob, are avid golfers and aim to experience as many wonderful courses that Florida and other states have to offer. Exploring fine dining in exquisite restaurants and creating fine cuisine in her kitchen is a favorite for Angela.

                3801 PGA Boulevard
                10th Floor
                Palm Beach Gardens, FL 33410
                angela.f.daly@ubs.com
                Angela Daly
                3801 PGA Boulevard,Palm Beach Gardens,FL,33410
              • Thomas Cooper Profile Photo

                Thomas Cooper

                Client Associate

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                  Thomas began his professional career as a wholesale sales representative for S. Abraham and Sons. There, he became fluent in business logistics and excellent client service. When presented, Thomas couldn’t pass up the opportunity to provide one family with holistic property management. Thomas became the family’s Estate Manager and eventually transitioned from being a caretaker to a caregiver as the family went through the natural life cycle. With a passion for creating and cultivating very deep and personal relationships, Thomas repeated this transition on a few more occasions as various families needed his help in caring for their possessions and then eventually for them.

                  In 2009 Thomas, an avid photographer and adventure traveler, met Jim Mahoney on a trip to Northern Canada to photograph polar bears. They became friends and travelled together over the next few years. Jim, recognizing Thomas’ dedication to excellent client service, decided to bring Thomas onto the team to increase the service level of his team and provide the expertise he had acquired in helping families manage their vast resources and then in helping navigate their life cycles.

                  Thomas uses his professional logistics background by coordinating our significant client meetings, events and initiatives that are part of our client service model. Consistent with Focus Wealth Management’s mission of providing extraordinary service, Thomas is available to support our clients.

                        3801 PGA Boulevard
                        10th Floor
                        Palm Beach Gardens, FL 33410
                        thomas.cooper@ubs.com
                        Thomas Cooper
                        3801 PGA Boulevard,Palm Beach Gardens,FL,33410

                      Collaboration

                      Global Wealth Report 2024

                      Crafted wealth intelligence

                      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                      Gain additional insights into the trends shaping wealth in the US and around the world.

                      Download the report

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $5.8+ trn

                      UBS Group invested assets
                      As of 03/31/2024

                      51 countries

                      Our global footprint

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                      UBS is a leading and truly global wealth manager

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