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

    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.

    His hard work and dedication to clients has been recognized by his peers, his firm, and the industry. In 2019, Trey was named by Forbes as one of the “Top 250 Next-Gen Advisors”. Additionally, UBS named him a “Top 35 Under 35” Advisor for 2019.

    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, 2022
    • Forbes/SHOOK Best-In-State Next-Generation Wealth Advisors, 2019
    • Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021, 2022
    • Forbes/SHOOK Top 250 Next-Generation Wealth Advisors, 2019, 2020, 2021
    • UBS Rising Advisors, 2021
    • Appalachian State University, Undergraduate Degree
    • Appalachian State University, M.B.A.
    • Portfolio Manager
    3801 PGA Boulevard
    10th Floor
    Palm Beach Gardens, FL 33410
  • Peter Foley Profile Photo

    Peter Foley, Jr.

    Senior Vice President–Wealth Management

    Portfolio Manager

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    RankCredential
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • 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/SHOOK Best-In-State Wealth Advisors, 2020, 2021, 2022
      • Portfolio Manager
      3801 PGA Boulevard
      10th Floor
      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

      Originally from Cromwell, Connecticut Lori moved to Florida in 1991. In 1999 she followed her dream of working in the financial services industry and started with Smith Barney in its West Palm Beach office. Lori, identified as the office’s top talent, was handpicked by Jim Mahoney to join his team and lead its client service experience. Lori’s role of Senior Client Service Associate 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 operations 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, Eddie and Julian, who have followed her love of mountain biking into travel motocross competition. The two boys have also excelled at travel baseball; weekends often find the family travelling together to support their children’s passions. 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
          • Justin Warzala Profile Photo

            Justin Warzala

            Financial Advisor

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

            Background and experience
            Originally from Minnesota, Justin moved to Jupiter, FL in 2007. In 2014 he started an internship at UBS in Fort Myers, FL while attending Florida Gulf Coast University.  After earning his finance degree, he was hired full time as a Registered Client Service Associate.  He focused on creating custom financial plans, account opening and maintenance, executing trades and marketing.  Justin was promoted in 2017 to a Wealth Strategy Associate based on his expertise and exemplary track record with the firm. He joined Focus Wealth Management in May of 2018.

            Within Focus Wealth Management, Justin works with clients to ensure that their relationship with us proceeds in an organized fashion.  He has a passion for providing the same high level of service that is a hallmark of the team.  Justin also assists Peter and Trey in setting up our discretionary investment models to rebalance and optimize returns.

            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.  He is currently studying for the CERTIFIED FINANCIAL PLANNER™ certification.

            Outside of UBS
            Justin married his college sweetheart Liz in October of 2018.  Justin 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 he and his fiancé 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.

              • Florida Gulf Coast University, Finance
                3801 PGA Boulevard
                10th Floor
                Palm Beach Gardens, FL 33410
              • Thomas Cooper Profile Photo

                Thomas Cooper

                Client Service 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

                      Clients

                      Planning

                      Investments

                      Collaboration

                      A way forward

                      Understanding your life, your wealth and what you want to accomplish.

                      We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                      Let's talk about how we can help you plan for the life you want

                      Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $3.3 trillion

                      In invested assets globally 
                      As of 12/31/2021

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager