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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          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
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          • GA
          • ID
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                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
                    • PC2025

                      Portia L. Clark

                      Wealth Management Associate

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                      • CA
                      • FL
                      • IL
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                      • MA
                      • ME
                      • MO
                      • NH
                      • NJ
                      • NY
                      • OH
                      • PA
                      • VT

                            712 South East Ocean Boulevard
                            Ground Floor
                            Stuart, FL 34994
                            portia.clark@ubs.com
                            Portia L. Clark
                            712 South East Ocean Boulevard,Stuart,FL,34994
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                          Turn possibilities into a plan

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                          Donor-advised funds

                          Year-end charitable giving

                          As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

                          For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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                          As of 10/29/2025

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                          UBS is a leading and truly global wealth manager

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