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
    • MO
    • MT
    • NC
    • NH
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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
          • 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
                    • Alexandra-Nicole-Morgan-Profile-Image

                      Alexandra Nicole Morgan

                      Client Associate

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                      • FL

                            712 South East Ocean Boulevard
                            Ground Floor
                            Stuart, FL 34994
                            alexandra.morgan@ubs.com
                            Alexandra Nicole Morgan
                            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

                          The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

                          Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.9+ trn

                          UBS Group invested assets
                          As of 06/30/2024

                          51 countries

                          Our global footprint

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                          UBS is a leading and truly global wealth manager

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