Jerrey A. Thurston, CFP®, CIMA®, CPWA®, CEPA®
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Jerrey A. Thurston, CFP®, CIMA®, CPWA®, CEPA®

Managing Director–Wealth Management

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WV
  • WY

Jerrey A. Thurston, CFP®, CIMA®, CPWA®, CEPA®

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 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.
  • UBS Wealth Management Chairman’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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. 

Jerrey A. Thurston, CFP®, CIMA®, CPWA®, CEPA®

Credentials

  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst®
  • Senior Portfolio Manager
  • Wealth Advisor

Jerrey A. Thurston, CFP®, CIMA®, CPWA®, CEPA®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Exit planning
Business succession
Custom portfolios
Alternative investments
Structured products
Professional athletes
Business Owners
Entrepreneurs

Jerrey A. Thurston, CFP®, CIMA®, CPWA®, CEPA®

201 North New York Ave
Winter Park, FL 32789

Email Me

Jerrey A. Thurston, CFP®, CIMA®, CPWA®, CEPA® is also part of:
Winter Park Wealth Management

jerrey.thurston@ubs.com
Jerrey A. Thurston, CFP®, CIMA®, CPWA®, CEPA®
201 North New York Ave,Winter Park,FL,32789

Jerrey A. Thurston, CFP®, CIMA®, CPWA®, CEPA®

Managing Director–Wealth Management

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WV
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 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.
  • UBS Wealth Management Chairman’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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. 

Credentials

  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst®
  • Senior Portfolio Manager
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Exit planning
Business succession
Custom portfolios
Alternative investments
Structured products
Professional athletes
Business Owners
Entrepreneurs
201 North New York Ave
Winter Park, FL 32789

Email Me

Jerrey A. Thurston, CFP®, CIMA®, CPWA®, CEPA® is also part of:
Winter Park Wealth Management

  • Corey J. D'Angelo, CFP® Headshot

    Corey J. D'Angelo, CFP®, CEPA®

    Financial Advisor

    CERTIFIED FINANCIAL PLANNER®

    • image
    • image
    • image
    View bio Industry recognition
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Corey has been with UBS since 2014. He understands that each client is different, from a new investor to one with years of experience. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), Corey specializes in implementing financial planning strategies and providing personalized, tailored solutions to meet client's needs. He is known for clearly laying out options and offering straightforward advice and guidance. Corey focuses on portfolio construction, cash management, education planning, retirement planning, legacy planning, debt management and holistic investment advice. He is proficient in delivering in-depth retirement plans by conducting a Financial Goal Analysis to ensure clients are on track to achieving their financial goals.

    Corey is originally from St. Petersburg, Florida and currently resides in Maitland, Florida. He is an active member of the Winter Park Chamber of Commerce. He enjoys being active with his Weimaraner (Onyx), exploring the restaurant scene, watching sports and spending time with family. 

    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The 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.

    • University of Central Florida, Finance
    • CERTIFIED FINANCIAL PLANNER®
    • Certified Exit Planning Advisor
    Custom portfolios
    Structured products
    Securities-backed lending
    Cash management
    Retirement planning
    Legacy planning
    Business owners
    Entrepreneurs
    201 North New York Ave
    Winter Park, FL 32789
    corey.dangelo@ubs.com
    Corey J. D'Angelo, CFP®, CEPA®
    201 North New York Ave,Winter Park,FL,32789
  • image

    Emily Suazo

    Registered Client Associate

    • image
    • image
    View bio
    • CA
    • CO
    • FL
    • GA
    • IL
    • MD
    • MI
    • MN
    • MT
    • NC
    • NM
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT

          201 North New York Ave
          Winter Park, FL 32789
          emily.suazo@ubs.com
          Emily Suazo
          201 North New York Ave,Winter Park,FL,32789
        • Corey J. D'Angelo, CFP® Headshot

          Corey J. D'Angelo, CFP®, CEPA®

          Financial Advisor

          CERTIFIED FINANCIAL PLANNER®

          • image
          • image
          • image
          View bio Industry recognition
          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI
          • WY

          Corey has been with UBS since 2014. He understands that each client is different, from a new investor to one with years of experience. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), Corey specializes in implementing financial planning strategies and providing personalized, tailored solutions to meet client's needs. He is known for clearly laying out options and offering straightforward advice and guidance. Corey focuses on portfolio construction, cash management, education planning, retirement planning, legacy planning, debt management and holistic investment advice. He is proficient in delivering in-depth retirement plans by conducting a Financial Goal Analysis to ensure clients are on track to achieving their financial goals.

          Corey is originally from St. Petersburg, Florida and currently resides in Maitland, Florida. He is an active member of the Winter Park Chamber of Commerce. He enjoys being active with his Weimaraner (Onyx), exploring the restaurant scene, watching sports and spending time with family. 

          • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The 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.

          • University of Central Florida, Finance
          • CERTIFIED FINANCIAL PLANNER®
          • Certified Exit Planning Advisor
          Custom portfolios
          Structured products
          Securities-backed lending
          Cash management
          Retirement planning
          Legacy planning
          Business owners
          Entrepreneurs
          201 North New York Ave
          Winter Park, FL 32789
          corey.dangelo@ubs.com
          Corey J. D'Angelo, CFP®, CEPA®
          201 North New York Ave,Winter Park,FL,32789
        • image

          Emily Suazo

          Registered Client Associate

          • image
          • image
          View bio
          • CA
          • CO
          • FL
          • GA
          • IL
          • MD
          • MI
          • MN
          • MT
          • NC
          • NM
          • NY
          • OH
          • PA
          • SC
          • TN
          • TX
          • UT

                201 North New York Ave
                Winter Park, FL 32789
                emily.suazo@ubs.com
                Emily Suazo
                201 North New York Ave,Winter Park,FL,32789
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              Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

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