Experience

That inspires confidence

  • 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.

     

     

    • 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.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

        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
        • 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, 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, 2023The 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.

        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

            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
            • NC
            • NE
            • NH
            • NJ
            • NY
            • OH
            • OR
            • PA
            • PR
            • RI
            • 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, 2022, 2023The 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.

            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                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
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • NC
                • NE
                • NH
                • NJ
                • NY
                • OH
                • PA
                • PR
                • SC
                • TN
                • TX
                • VA
                • VT
                • WI
                • 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.

                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                    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.

                      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                          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.

                            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                401 East Las Olas Boulevard
                                Suite 2300
                                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.

                                 

                                  Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                      401 East Las Olas Boulevard
                                      Suite 2300
                                      Fort Lauderdale, FL 33301
                                    • Tracey Keller-Keith

                                      Tracey Keller-Keith

                                      Wealth Management Associate

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                                      • CA
                                      • CT
                                      • 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. 

                                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

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