Let's move forward. Together.

Plain talk. Honest answers. Investment strategies that fit you. These are the principles that guide us in helping clients like you make investment decisions for every stage of your life. For those who appreciate the importance of sound financial advice, we offer discretion, confidentiality and access to a wide range of professional planning services and portfolio management strategies. This is all part of the UBS Client Experience, a process that continues throughout our relationship with you.

Peter Kakoyannis

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KS
  • MA
  • MD
  • ME
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WV
  • WY
712 South East Ocean Boulevard
Ground Floor
Stuart, FL 34994

Email Me

Christopher Morgan

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • 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

Email Me

Radika D Mangar

Client Associate

Registered States:
  • AZ
  • CA
  • FL
  • MA
  • MD
  • NC
  • NJ
  • NY
  • PA
  • VA
  • WA
712 South East Ocean Boulevard
Ground Floor
Stuart, FL 34994

Email Me

Alexandra Nicole Morgan

Client Associate

Registered States:
  • FL
712 South East Ocean Boulevard
Ground Floor
Stuart, FL 34994

Email Me