Building lasting relationships.

The Garvin Financial Team

With the experience to manage your entire financial life and a commitment to engaging each generation of your family, The Garvin Financial Team offers the thoughtful perspective and proactive guidance you need to meet your goals. We strive to be your personal financial advocates, providing the kind of proven solutions that build lasting relationships.

Our entire team is dedicated to understanding your distinct financial needs and protecting the lifestyle you have so carefully built. We provide a multigenerational clientele of business owners, entrepreneurs, retirees and affluent families with financial planning and personalized investment services in every market condition.

The depth of our experience has given us a rounded perspective on all aspects of wealth management. We strive to always offer advice that is relevant to your life and focused on your success.

- Glenn Garvin

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.

  • H. Glenn Garvin Jr.

    H. Glenn Garvin Jr.

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NY
    • OH
    • PA
    • PR
    • SC
    • TN
    • TX
    • VA
    • VT
    • WI

    Glenn is the founder of The Garvin Financial Team and began his career in the industry in 1968. Glenn has held the positions of Branch Manager and Financial Advisor, and has been a member of the UBS Chairman’s Council. His biography appears in Who’s Who in America (1997) and Who’s Who in Medicine & Healthcare (1997/98).

    Currently, Glenn devotes all of his energy exclusively to investment management and financial and estate planning for individual and corporate clients. Glenn graduated from Stetson University in 1966 with a bachelor of business administration in accounting. He lives in Fort Lauderdale and works from his summer home in New Smyrna Beach with his wife, Dianne. He has two children and five grandchildren.

     

     

          401 East Las Olas Boulevard
          Suite 2300
          Fort Lauderdale, FL 33301
        • Chris Garvin

          Chris Garvin

          Managing Director–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • IL
          • IN
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • NC
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • PA
          • PR
          • RI
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WI
          • WY

          Chris is a senior member of the Garvin Financial Team and a veteran of the business since 1992. After working many summers with his father in the brokerage industry during his school years, Chris became a full-time member of the team in 1991. Today, he has earned the title Managing Director–Wealth Management, an exclusive designation reserved for only a handful of UBS advisors globally.

          Chris has been recognized by numerous industry respected publications including Forbes Best in State 2019, Financial Times Top 400 Financial Advisors 22019, Barron’s “Top 1,000 Financial Advisors” (2013, 2012, 2010), Barron’s “Top 1,200 Financial Advisors” (2018, 2017, 2016, 2015, 2014) and was featured in the 2013 South Florida Legal Guide. Chris maintains his Series 7 and 66 securities licenses and is registered in many states throughout the country.

          Chris is a graduate of Stetson University with a bachelor of business administration in marketing. He currently lives in Fort Lauderdale with his wife, Soni, and their three children, Arianna, Tatianna and Christian. Chris loves to surf, snowboard and play tennis.

          • Barron's Top 1,000 Financial Advisors, 2010, 2013
          • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2020, 2021, 2022
          • Financial Times Top 400 Financial Advisers, 2019, 2020
          • Forbes/SHOOK Best-In-State Wealth Advisors, 2019, 2020, 2021, 2022
              401 East Las Olas Boulevard
              Suite 2300
              Fort Lauderdale, FL 33301
            • Mark A. Swenson

              Mark Swenson

              Senior Vice President–Wealth Management

              Financial Advisor

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              • AZ
              • CA
              • CO
              • CT
              • DE
              • FL
              • GA
              • IL
              • IN
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • NC
              • NE
              • NH
              • NJ
              • NY
              • OH
              • PA
              • PR
              • SC
              • TN
              • TX
              • VA
              • VT
              • WA
              • WI

               Mark has been a valuable member of The Garvin Financial Team since he joined UBS in 2007. He has been recognized by Forbes as one of America’s Top Next-Generation Wealth Advisors (2018 & 2019) and has also earned the Wealth Advisor designation from UBS, the result of a rigorous training program focused on the needs of high net worth investors. Mark graduated from the University of Minnesota in 2002 with a bachelor’s degree in economics. Originally from the Lake Minnetonka, MN area, Mark has lived in Fort Lauderdale, FL since 2002. He enjoys spending time on the water with his wife, Christine, and their daughter, Annika, as well as playing basketball and tennis throughout the year. Additionally, Mark is active in the community as a member of the board of directors at Winterfest, Inc., where he serves as the parade chairman.

               

              • Forbes/SHOOK Best-In-State Next-Generation Wealth Advisors, 2018, 2019
              • Forbes/SHOOK Best-In-State Wealth Advisors, 2022
                  401 East Las Olas Boulevard
                  Suite 2300
                  Fort Lauderdale, FL 33301
                • Jennifer Garvin

                  Jennifer Garvin

                  Vice President–Wealth Management

                  Financial Advisor

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                  • AZ
                  • CA
                  • CO
                  • CT
                  • DE
                  • FL
                  • GA
                  • IL
                  • IN
                  • MA
                  • ME
                  • MI
                  • MO
                  • NC
                  • NE
                  • NH
                  • NJ
                  • NY
                  • OH
                  • PA
                  • PR
                  • SC
                  • TN
                  • TX
                  • VA
                  • VT
                  • WI

                  Jennifer joined The Garvin Financial Team fulltime in January 2016 as a Financial Advisor. Prior to UBS, Jennifer worked as a business consultant for KPMG, PricewaterhouseCoopers and Citigroup.

                  Jennifer graduated from the University of Virginia in 1993 with a bachelor of science in sports medicine. She currently lives in Fort Lauderdale with her two kids, Hutch and Libby. Jennifer enjoys running, surfing, snowboarding and time with her kids.

                        401 East Las Olas Boulevard
                        Suite 2300
                        Fort Lauderdale, FL 33301
                      • Sheri Rubin

                        Sheri Rubin

                        Senior Client Service Associate

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                        • FL

                        Sheri has been a key member of The Garvin Financial Team for over 30 years since joining UBS in 1985. Sheri has had experience throughout the financial services industry. She brings her dedication and hard work to the team where she is responsible for client support, administrative services, trading, stock option financing and specialized securities. Sheri holds the Series 7 securities license.

                        Sheri started diving at the age of eight and received a full athletic scholarship to The Ohio State University. She was a four-time All-American during her diving career at Ohio State as well as runner up NCAA Division 1 National Champion. She works out on a regular basis and is very passionate about baking.

                              401 East Las Olas Boulevard
                              Suite 2300
                              Fort Lauderdale, FL 33301
                            • Michele Jones

                              Michele Jones

                              Senior Client Service Associate

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                              • FL

                              Originally from Chicago, IL, Michele started working in the financial industry in 1977 with Continental Grain Company where she was formerly a registered Commodity Futures Advisor. In 1979 she relocated to Florida and worked with Shearson American Express for 11 years. Michele joined UBS Financial Services Inc. in 1990 and began working with The Garvin Financial Team in 1997. Michele's many years of experience have provided her with the valuable knowledge and insights needed to serve our clients in a professional and timely manner. In her role today, she specializes in client reporting and serves as our team's client concierge. Michele holds the Series 7 securities license.

                              Michele resides in Davie, FL, with husband, Bill, and family and enjoys cooking, photography and gardening.

                                    401 East Las Olas Boulevard
                                    Suite 2300
                                    Fort Lauderdale, FL 33301

                                  A focus on personalized access and service

                                  Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                                  Education financing

                                  Education financing

                                  Retirement planning

                                  Retirement planning

                                  Multigenerational planning

                                  Multigenerational planning

                                  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