Understanding

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.

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.

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.

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.

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.

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.