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
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    • CT
    • FL
    • GA
    • IL
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    • KS
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          712 South East Ocean Boulevard
          Ground Floor
          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
          • IL
          • IN
          • KS
          • MA
          • MD
          • ME
          • MI
          • MO
          • MT
          • NC
          • NH
          • NJ
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WV
          • WY

                712 South East Ocean Boulevard
                Ground Floor
                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
                    • 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

                          Focus on liquidity management

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                          UBS and Credit Suisse—stronger than ever

                          Managing wealth is our craft

                          We’re committed to understanding what wealth means for you.

                          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $5+ trillion

                          In invested assets globally 
                          As of 11/07/2023

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a world-leading wealth manager

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