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
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • 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
          • DC
          • 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
          • UT
          • 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 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
            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, 2022The 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, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

              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
              • DC
              • 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. 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 America’s 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.
              • Forbes Best-in-State Wealth Advisors, 2022The 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, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

                  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
                  • DC
                  • 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
                  • 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.

                  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

                      401 East Las Olas Boulevard
                      Suite 2300
                      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
                          • Michele Jones

                            Michele Jones

                            Senior Client 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.

                                The circular economy: What is it?

                                Retirement planning

                                Retirement planning

                                Multigenerational planning

                                Multigenerational planning

                                Legacy—Wealth for others

                                For needs that go beyond your own—to help you improve the lives of others

                                What will your legacy be?
                                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                Learn more at ubs.com/wealthway.

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                                A global leader in wealth management

                                $2.8 trillion

                                In invested assets globally 
                                As of 06/30/2022

                                51 countries

                                Our global footprint

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                                UBS is a world-leading wealth manager