Wealth advice for your life's goals

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Bucket of baseballs

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

Senior Vice President–Wealth Management

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

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
  • (407) 872-6377

Email Me

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

$1.2 Billion

Assets under management

150 +

Collective years of experience

10 person

seasoned team


  • Ed C. LeMasters

    Edwin LeMasters

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WV
    • WY

    Ed has been in the financial services industry for 37 years. He is currently a Senior Vice President with UBS Financial Services Inc. In 2010, Ed attained his Portfolio Manager title through UBS’s Portfolio Management Program and is now a Senior Portfolio Manager. In order to maintain his numerous licenses and designations, he attends a minimum of 35 hours of continuing education classes per year.

    Ed spent four years as a Trust Officer with one of the nation’s largest banks before joining forces with Mitch, in 1993. Ed has extensive training in estate planning and wealth management. His team manages a diversified base of clients that varies from wealthy families to institutions, foundations, private schools, associations, and corporations in Central Florida.

    Ed was born and raised in St. Louis, MO. He attended Florida State University in their honors program, and graduated magna cum laude with a B.S. in Business. Ed has been married for 29 years to his wife, Janet, and they have one child, Clay, who is 27. He enjoys playing competitive tennis and scuba diving with Janet and Clay.

      • Florida State University, Business
      • Senior Portfolio Manager
      • Wealth Advisor
      Philanthropy
      Estate planning strategies
      Legacy planning
      Alternative investments
      Structured products
      Hedge Fund managers
      Multi-generational families
      Business owners
      201 North New York Ave
      Winter Park, FL 32789
    • Mitch Schrenk

      Mitch Schrenk III, CFP®, CIMA®, CRPS®

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • MA
      • MD
      • MI
      • MN
      • MO
      • MT
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WV
      • WY

      Mitch has been a Financial Advisor since 1983. He obtained his Certified Financial Planner™(CFP®) designation in 1987 and earned the Certified Investment Management Analyst (CIMA®) designation through the Wharton School of Business in 2005. In 2007, Mitch obtained the Chartered Retirement Plans Specialist (CRPS®) designation, which provides the expertise needed to implement, evaluate and monitor corporate retirement plans. In 2010, Mitch completed coursework to receive his Portfolio Manager title through UBS’s Portfolio Management Program.

      Mitch works with individual and institutional accounts by providing consulting and investment advice. His commitment to this ever-changing industry leads him to complete advanced coursework each year above what is required to maintain his designations. He especially enjoys the opportunity to work with private clients and their families over many years.  

      Mitch grew up in Perry, Florida, and attended the University of Florida, graduating with a B.S. in Chemistry. He has been married to his high school sweetheart, Rhonda, for 42 years. They have been blessed with three children, now married, and seven grandchildren.

        • University of Florida, Chemistry
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Investment Management Analyst®
        • Chartered Retirement Plans Specialist℠
        • Senior Portfolio Manager
        • Wealth Advisor
        Retirement Plan consulting
        401(k) plan services
        Institutional consulting
        Structured products
        Professionals
        Corporate executives
        201 North New York Ave
        Winter Park, FL 32789
      • Brian Liden

        Brian Liden, CFP®

        Director

        Branch Manager

        • image
        • image
        • image
        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • MA
        • MD
        • MI
        • MN
        • MO
        • MT
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WV
        • WY

        Brian entered the financial services industry in 1999. He was raised in Orlando and received his undergraduate degree from Auburn University's college of engineering. While serving as an Army Officer, Brian completed his MBA at Embry Riddle.

        As a First Vice President - Wealth Management at UBS, he works with families to help them achieve their wealth management goals. He has attained his Certified Financial Planner (CFP®) so that he may deliver a written, comprehensive plan. Brian's proactive and customized approach covers estate, legacy and liability planning while incorporating tax efficient strategies.

        Brian is actively involved in the community and has served on several philanthropic, veteran and education boards. He and his wife, Katie, live in Lake Mary with their two children.

          • Auburn University, Engineering
          • Embry Riddle, MBA
          • CERTIFIED FINANCIAL PLANNER™
          Banking
          Lending services
          Financial planning
          Education planning
          Legacy planning
          Retirement planning
          Custom portfolios
          Asset allocation
          201 North New York Ave
          Winter Park, FL 32789
        • James Smalley

          James Smalley

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • MA
          • MD
          • MI
          • MN
          • MO
          • MT
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WV

          Jim's career began in 1980 and he has just entered his 40th year as a Registered Investment Advisor. He is currently a Senior Vice President- Wealth Management in our Winter Park office.

          Jim has worked with two of his new partners Mitch Schrenk and Ed LeMasters off and on again since he first met Mitch in 1983. He became the youngest managing branch manager for privately held Drexel Burnham Lambert in 1985, and successfully recruited Mitch and Ed to work there in the 1980s.

          Jim has been actively managing both equity, fixed income and alternative investments for clients in the accumulation phase, retirement income, and wealth transfer phases of their lives. He believes deeply that investing is a process not an event. As a keen observer and follower of The Federal Reserve Monetary Policy, he helps our clients manage their assets through rising and falling interest rate environments.

          Jim was born and raised in Fort Lauderdale, Florida. He later attended Florida State University and was a Member of the National Board of Directors for Seminole Boosters for 6 years. He and his wife Martha reside in Orlando and together have five grown children, three married, and eight grandchildren. Traveling, racquetball, and family time are how they spend their leisure time.

            • Florida State University
              Investing
              Custom portfolios
              Alternative investments
              Multi-generational families
              Professionals
              201 North New York Ave
              Winter Park, FL 32789
            • Heather Mount

              Heather R. Mount, CFP®, CRPS®

              Financial Advisor

              • image
              • image
              • image
              • AK
              • AL
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • ID
              • IL
              • IN
              • KY
              • MA
              • MD
              • MI
              • MO
              • MT
              • NC
              • NJ
              • NM
              • NY
              • OH
              • OK
              • OR
              • PA
              • RI
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WV
              • WY

              Heather joined UBS in 2008 as the firm's Central Florida financial planning specialist. In this role, she prepared financial plans for UBS clients throughout the region’s six offices. Heather joined the team in 2010. As a Certified Financial Planner®, Heather focuses on holistic client advice in the areas of financial planning, insurance, investments, and retirement planning.

              She employs her knowledge by creating a structured approach for clients to help them achieve their personal and financial goals.  She is the point person for all financial planning activities and works with the team on creating custom portfolios and fund allocation analysis. Heather obtained the Chartered Retirement Plans Specialist (CRPS) designation in 2011 and greatly enjoys working with retirement plan sponsors and participants.

              Heather graduated from the University of Miami with a B.B.A., having majored in Finance. She is a member of Florida Executive Women, 100 Women Strong, and the Central Florida Estate Planning Council. She is a past board member and sustaining member of the Junior League of Greater Orlando and Leadership Winter Park Class XXVI. Heather enjoys volunteering, running, and traveling. She lives in Oviedo with her husband, Justin and their two sons.

                • University of Miami, Finance
                • CERTIFIED FINANCIAL PLANNER™
                • Chartered Retirement Plans Specialist℠
                Financial planning
                Legacy planning
                Retirement planning
                Institutional consulting
                Retirement Plan consulting
                401(k) plan services
                Women investors
                Professionals
                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
                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • MA
                • MD
                • MI
                • MN
                • MO
                • MT
                • NC
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • RI
                • SC
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WV
                • 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. 

                  • 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
                Advice for business owners and entrepreneurs

                Advice for business owners and entrepreneurs

                The unique needs of athletes and entertainers

                The unique needs of athletes and entertainers

                Business transition and succession planning

                Business transition and succession planning

                Selling your business: Proceed with passion

                UBS Business Transition Services can help unlock the possibilities

                Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

                Backed by the strength of UBS

                A global leader in wealth management

                #1

                For Ultra-High Net Worth clients

                Euromoney Private Banking and Wealth Management Survey, 2016-2022

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                Global leader

                UBS is a world-leading wealth manager

                Insights