An experienced and committed team

Forbes Best-In-State Wealth Management Team - 2023, 2024, & 2025 

The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice.

Corey J. D'Angelo, CFP®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER®

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. 

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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

Education

  • University of Central Florida, Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Exit Planning Advisor

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

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

Email Me

corey.dangelo@ubs.com
Corey J. D'Angelo, CFP®, CEPA®
201 North New York Ave,Winter Park,FL,32789

Emily Suazo

Registered Client Associate

Registered States:
  • 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

Email Me

emily.suazo@ubs.com
Emily Suazo
201 North New York Ave,Winter Park,FL,32789

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