Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Train mountains

Francis DiVito

Senior Vice President–Wealth Management

Frank, a seasoned Advisor and investment professional, is committed to listening to every client, assessing their concerns and developing a clear, actionable plan. This ensures that all of his clients' assets are working towards helping them achieve what matters most for their individual goals.  Whether you need to build wealth for the future, protect it for the next generation or plan a giving strategy for the people and causes that mean so much, Frank is well positioned with advice and solutions that look beyond investing. 

He emphasizes the coordination of his team's activities with those of his clients' CPAs and attorneys to help ensure proper comprehensive wealth management.  Frank adds; "We are always here for our clients. Our mission is to understand and know our clients personally, to identify and assist them in addressing their specific financial needs and goals, and exceed their expectations in customer experience."

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA

Education

  • Bachelor of Science, Magna cum laude, University of Pittsburgh

Credentials

  • Senior Portfolio Manager
816 Highway A1A North
Ponte Vedra, FL 32082
  • (904) 280-6015

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UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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As of 06/30/2024

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