A plan for today, tomorrow and generations to come

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

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • H. Glenn Garvin Jr.

    H. Glenn Garvin Jr.

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
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    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
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    • OH
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    • RI
    • SC
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    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    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.

     

     

    • Forbes Best-in-State Wealth Management Teams, 2023The 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.

        401 East Las Olas Boulevard
        Suite 2300
        Fort Lauderdale, FL 33301
        glenn.garvin@ubs.com
        H. Glenn Garvin Jr.
        401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
      • Chris Garvin

        Chris Garvin

        Managing Director–Wealth Management

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • NC
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
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        • PR
        • RI
        • SC
        • TN
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        • UT
        • VA
        • VT
        • WA
        • WI
        • WV
        • 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 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, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
        • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2020, 2021, 2022, 2023, 2024
          The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
        • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • 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.

            401 East Las Olas Boulevard
            Suite 2300
            Fort Lauderdale, FL 33301
            chris.garvin@ubs.com
            Chris Garvin
            401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
          • Mark A. Swenson

            Mark Swenson

            Senior Vice President–Wealth Management

            Financial Advisor

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

            Mark has been a valuable member of The Garvin Financial Team since he joined UBS in 2007. 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 Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
            • 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.
            • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

                401 East Las Olas Boulevard
                Suite 2300
                Fort Lauderdale, FL 33301
                mark.swenson@ubs.com
                Mark Swenson
                401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
              • Jennifer Garvin

                Jennifer Garvin

                Vice President–Wealth Management

                Financial Advisor

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

                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.

                • 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.

                    401 East Las Olas Boulevard
                    Suite 2300
                    Fort Lauderdale, FL 33301
                    jennifer.garvin@ubs.com
                    Jennifer Garvin
                    401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
                  • Sheri Rubin

                    Sheri Rubin

                    Senior Client 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
                          sheri.rubin@ubs.com
                          Sheri Rubin
                          401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
                        • Abel Scilingo

                          Abel Scilingo

                          Client Associate

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                          • FL
                          • IN

                          A Florida native, Abel is the newest member of The Garvin Financial Team. He originally started as an intern in college and quickly became a full-time member of the team shortly thereafter. Abel brings his organizational skills, spreadsheet skills and work ethic to the team. He is responsible for research, client communications and new account openings. In his free time, Abel enjoys refurbishing classic cars, working out and spending time with friends and family.

                           

                                401 East Las Olas Boulevard
                                Suite 2300
                                Fort Lauderdale, FL 33301
                                abel.scilingo@ubs.com
                                Abel Scilingo
                                401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
                              • Tracey Keller-Keith

                                Tracey Keller-Keith

                                Wealth Management Associate

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                                • CA
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                                • FL
                                • GA
                                • IL
                                • IN
                                • MA
                                • MD
                                • NC
                                • NJ
                                • NY
                                • OH
                                • PA
                                • TX
                                • WA

                                Tracey has over 26 years of experience in the financial services industry, and was promoted by UBS to Wealth Management Associate a few years ago.  Prior to joining the UBS branch in Fort Lauderdale, she held positions at Smith Barney, Raymond James Financial Services, and Congress Asset Management.  Tracey is a graduate of Bryant University in Rhode Island with a B.S. in Business Management and Finance, and holds Series 2, 7, 9, 10, 63, 65 and 66 securities licenses, as well as life, health and variable annuity insurance licenses. 

                                      401 East Las Olas Boulevard
                                      Suite 2300
                                      Fort Lauderdale, FL 33301
                                      tracey.keller@ubs.com
                                      Tracey Keller-Keith
                                      401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
                                    • Grace Harrison

                                      Grace Harrison

                                      Client Associate

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                                              401 East Las Olas Boulevard
                                              Suite 2300
                                              Fort Lauderdale, FL 33301
                                              grace.harrison@ubs.com
                                              Grace Harrison
                                              401 East Las Olas Boulevard,Fort Lauderdale,FL,33301

                                            Defining your priorities. Pursuing what matters.

                                            Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                                            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.

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                                            • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
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                                            We understand that your needs and financial challenges are unique and that your rapid-paced business environment requires highly specialized experience and solutions.

                                            Whether you are mid-stage in a Series B funding round, or beyond, you can expect our experienced team to guide you and to help you plan your next steps in a strategic and thoughtful way.

                                            Managing wealth that spans generations requires a careful approach. Our team can open the door to specialized resources in trust and estate planning, family governance, wealth education, family office management, philanthropy management, private banking and wealth planning for art collections. UBS Family Office Solutions brings the best of UBS expertise and insight to our clients—offering deep and far-reaching perspectives on your investments, businesses, passions and legacy goals.

                                            Global Wealth Report 2024

                                            Crafted wealth intelligence

                                            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                            Gain additional insights into the trends shaping wealth in the US and around the world.

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