An experienced and committed team

Forbes 2023 Best-In-State Wealth Management Team

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.

Edwin LeMasters

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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

Education

  • Florida State University, Business

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor

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

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

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Mitch Schrenk III, CFP®, CIMA®, CRPS®

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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

Education

  • University of Florida, Chemistry

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Chartered Retirement Plans Specialist℠
  • Senior Portfolio Manager
  • Wealth Advisor

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

Retirement Plan consulting
401(k) plan services
Institutional consulting
Structured products
Professionals
Corporate executives
201 North New York Ave
Winter Park, FL 32789

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Brian Liden, CFP®

Director

Branch Manager

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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

Education

  • Auburn University, Engineering
  • Embry Riddle, MBA

Credentials

  • CERTIFIED FINANCIAL PLANNER™

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

Banking
Lending services
Financial planning
Education planning
Legacy planning
Retirement planning
Custom portfolios
Asset allocation
201 North New York Ave
Winter Park, FL 32789

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James Smalley

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Education

  • Florida State University

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

Investing
Custom portfolios
Alternative investments
Multi-generational families
Professionals
201 North New York Ave
Winter Park, FL 32789

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Heather R. Mount, CFP®, CRPS®

Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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

Education

  • University of Miami, Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Plans Specialist℠

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

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

Email Me

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
  • 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

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

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Gloria Kelley

Senior Client Associate

Gloria joined Morgan Stanley in 1997 and moved with Jerrey to UBS Financial Services Inc. in 2009. Having spent over twenty four years in the financial services industry her expertise is in working with clients to make their experience at UBS a positive one. Gloria strives to know each client on an individual basis so that they feel comfortable and well taken care of. Her goal is for them to have a positive, seamless and rewarding experience. To Gloria, the client is our number one priority.

Gloria enjoys spending time camping, riding ATVs and playing golf in her spare time. She and her husband, Mike, also enjoy spending time with their children and grandchildren.

201 North New York Ave
Winter Park, FL 32789

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Melody Price

Wealth Management Associate

Melody joined the team in 2009 and has 20 years of industry experience. She has a Series 7 and 66 securities license, as well as insurance licenses. She does all of the managed account trading, prepares performance reports for client meetings, tracks alternative investment results on a monthly basis and is the first point of contact for client service.

Melody attended the University of North Carolina at Pembroke, and enjoys spending time with her husband Will, their young son Liam, and their two dogs.

Registered States:
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • MD
  • MI
  • MN
  • MT
  • NC
  • NM
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX

Education

  • University of North Carolina at Pembroke
201 North New York Ave
Winter Park, FL 32789

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Natalia Morales

Client Associate

Natalia is the newest member of the team and a May 2018 graduate of UCF. She earned a Bachelor's degree in Interdisciplinary Studies and has her FINRA Series 7 securities license.

She has strong communication skills and will be in a client facing role servicing our best clients. She speaks both English and Spanish fluently.

Registered States:
  • CO
  • FL
  • MD
  • OH

Education

  • University of Central Florida, Interdisciplinary Studies
201 North New York Ave
Winter Park, FL 32789

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