Lasting relationships. For all that matters

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Peter-Kakoyannis-Profile-Image

    Peter Kakoyannis

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • ME
    • MI
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    • NC
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          712 South East Ocean Boulevard
          Ground Floor
          Stuart, FL 34994
          peter.kakoyannis@ubs.com
          Peter Kakoyannis
          712 South East Ocean Boulevard,Stuart,FL,34994
        • Christopher-Morgan-Profile-Image

          Christopher Morgan

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • ID
          • IL
          • IN
          • KS
          • MA
          • MD
          • ME
          • MI
          • MO
          • MT
          • NC
          • NH
          • NJ
          • NM
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • SD
          • TN
          • TX
          • VA
          • VT
          • WA
          • WV
          • WY

                712 South East Ocean Boulevard
                Ground Floor
                Stuart, FL 34994
                chris.morgan@ubs.com
                Christopher Morgan
                712 South East Ocean Boulevard,Stuart,FL,34994
              • Radika-Mangar-Profile-Image

                Radika D Mangar

                Client Associate

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                • AZ
                • CA
                • FL
                • MA
                • MD
                • NC
                • NJ
                • NY
                • PA
                • VA
                • WA

                      712 South East Ocean Boulevard
                      Ground Floor
                      Stuart, FL 34994
                      radika.mangar@ubs.com
                      Radika D Mangar
                      712 South East Ocean Boulevard,Stuart,FL,34994
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                    Turn possibilities into a plan

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                    A leading global wealth manager

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                    Support and resources

                    Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                    Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                    The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $6 trn

                    UBS Group invested assets
                    As of 12/31/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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