Lasting relationships. For all that matters

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Mic

    Michael Lundon

    Executive Director

    Financial Advisor

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    • AL
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    Mic has over 20 years of financial services experience, joining UBS in 1999. Mic has held many leadership positions at UBS including Sales Manager and Complex Director in Northeast Ohio and Western Pennsylvania. In these roles he worked closely with business owners and senior executives and was responsible for a team of 150+ financial advisors managing in excess of $20 Billion in client assets. He was also a three time recipient of the UBS Leadership Recognition Council Award. Mic earned a B.A. from John Carroll University and his law degree from William Mitchell College of Law.

    Mic is an active supporter of numerous organizations including Make-A-Wish, The American Heart Association and Artis-Naples. He has served on the boards of Susan G. Komen of Northeast Ohio, Pepper Pike Civic League, and on the Boler School of Business Dean’s Advisory Board at John Carroll University. He and his wife Hallie have two young daughters and live in Naples. Mic enjoys spending time with his family, is an avid golfer and a lifelong fishing enthusiast.

    • 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.

        801 Laurel Oak Drive
        Suite 500
        Naples, FL 34108
        michael.lundon@ubs.com
        Michael Lundon
        801 Laurel Oak Drive,Naples,FL,34108
      • Cindy

        Cindy Farber

        Senior Client Associate

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        Cindy began her career with The Franken Group in 2011, joining us from the Boca Raton UBS office where she was assistant to a team for the past seven years, two at UBS and five at Smith Barney. Cindy graduated from Adelphi University with a degree in psychology and holds her series 7 and 66 securities licenses and is a notary public. Her interests include photography, contemporary literature, riding her tandem bicycle with her new husband, Lew, and healthy cooking. Cindy moved from northwest New Jersey nine years ago and has a son, Michael, who attends college in Boca Raton.

              801 Laurel Oak Drive
              Suite 500
              Naples, FL 34108
              cindy.fabiano@ubs.com
              Cindy Farber
              801 Laurel Oak Drive,Naples,FL,34108
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            UBS Year Ahead 2025

            Roaring 20s: The next stage

            Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

            A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

            Read the report

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