Experience

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Planning today for tomorrow
Glenn began his career in financial services in 1968. Over the years, he has served as both a Branch Manager and Financial Advisor and was recognized as a member of the prestigious UBS Chairman’s Council. His accomplishments have been featured in Who’s Who in America and Who’s Who in Medicine & Healthcare.

Today, Glenn focuses exclusively on investment management and financial and estate planning for individual and corporate clients. He graduated from Stetson University in 1966 with a Bachelor’s Degree in Accounting. Glenn resides in Fort Lauderdale and spends summers in New Smyrna Beach with his wife, Dianne. He has two children and five grandchildren.

• Forbes Best-in-State Wealth Management Teams, 2023, 2025The 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.

• B.A., Stetson University

• Series 7 and 66 securities licenses

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Investment analysis and management
Chris Garvin is a Private Wealth Advisor and Managing Director at UBS Wealth Management. He is also a Portfolio Manager under UBS Portfolio Management Program (PMP). He officially joined the group in 1991 after spending summers working alongside his father in the business.

He graduated from Stetson University with a Bachelor’s Degree in Marketing. Chris lives in Fort Lauderdale with his wife, Soni, and has three children: Arianna, Tatianna, and Christian. Outside of work, he enjoys surfing, snowboarding, and playing 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, 2025
  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, 2024, 2025The 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, 2024, 2025The 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.

• B.A., Stetson University

• Series 7 and 66 securities licenses

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A planning approach
Mark has been a valued member of The Garvin Financial Team since joining UBS in 2007. He earned his Bachelor’s Degree in Economics from the University of Minnesota in 2002. Originally from the Lake Minnetonka area, Mark has called Fort Lauderdale home since graduating.

He enjoys spending time on the water with his wife, Christine, and their daughter, Annika, and stays active through basketball and tennis. Mark also serves the community as a board member and past Chairman of the Board for Winterfest, Inc.

• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The 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, 2024, 2025The 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 in August based on information from a 12 month period ending in March of the award year.

• B.A., University of Minnesota

• Series 7 and 66 securities licenses

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Understanding exceptional families and all that matters
Jennifer Garvin has been an integral part of The Garvin Financial Team at UBS since January 2015. With over a decade of experience in financial planning and wealth management, Jennifer excels in developing personalized strategies for high-net-worth clients, drawing from her extensive career as a business consultant at KPMG, PricewaterhouseCoopers, and Citigroup.

A proud graduate of the University of Virginia with a Bachelor of Science in Sports Medicine, Jennifer applies a disciplined, client-focused approach to her practice. She resides in Fort Lauderdale, Florida, where she successfully balances her professional achievements with an active lifestyle, enjoying running, snowboarding, and spending quality time with her family.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.

• B.A., University of Virginia

• Series 7 and 66 securities licenses

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Brad began his career in the financial services industry in 1984. He currently holds series 7, 65 and insurance professional certifications. He has over 27 years of professional experience as a Financial Advisor and is a member of the Retirement Plan Consulting Services program at UBS.

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Planning today for tomorrow
Sheri has been a key part of The Garvin Financial Team since 1985 and has worked at UBS for over 40 years. She brings deep industry experience and is known for her dedication to client service. Sheri supports the team with trading, administrative services, stock option financing, and specialized securities.

An accomplished athlete, Sheri earned a full diving scholarship to The Ohio State University, where she was a four-time All-American and NCAA Division I National Championship runner-up. She maintains an active lifestyle and has a passion for baking.

• B.A., The Ohio State University

• Series 7 securities licenses

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Investing today for your tomorrow
As a Florida native, Abel has been an integral member of The Garvin Financial Team by serving in a variety of roles since joining as an intern in 2016 while still in college. Abel brings his organizational skills and hard work ethic to the team, where he is responsible for market research, portfolio analysis, investment solutions as well as management. In reviewing portfolios, Abel works with the team on developing customized client solutions to align their portfolios to meet their financials goals.

Abel received his B.A. in Management from Florida International University. Abel lives in Fort Lauderdale, Florida. In his spare time, he enjoys spending quality time with family and friends, staying active by working out daily, golfing, and refurbishing classic cars.

• B.A., Florida International University

• Series 7 and 66 securities licenses

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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. 

• Bryant University, Bachelor’s Degree in Business Management and Finance

• Series 2, 7, 9, 10, 63, 65, and 66 licenses

A multigenerational planning approach
Grace is a Client Associate supporting the team’s daily operations and is focused on providing thoughtful, attentive service to clients. She recognizes that exceptional client service is the backbone of our practice and works with clients to ensure their needs are fulfilled in a timely and diligent manner.

Grace graduated from Florida State University in 2023 and is excited to continue learning and growing in her role. Grace currently holds her Securities Industry Essentials (SIE) certification. Outside of work, she enjoys baking bread, staying active, and spending time with friends and family.

• B.S. and M. Ed from Florida State University