Let's move forward. Together.

Meeting in a office

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Ashley Laubach

    Ashley H Laubach, CFP®, CRPS®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • MA
    • NC
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    Capabilities to impact your life and wealth

    I deliver comprehensive wealth management and focus on these areas:

    – Longevity planning, including retirement income and insurance planning

    – Wealth transfer strategies, including inheritance and business succession planning

    – Life transition planning for marriage, divorce or loss of a loved one

     

    My professional achievements and education

    – Named to the exclusive "Top 35 under 35" Financial Advisor program in 2013 and Director's Council the past five plus years

    – Series 7 and 66 securities licenses

    – Certified Financial Planner and Chartered Retirement Plan Specialist licenses

    – B.S., Marketing and International Business, PennState University

     

    Making a difference in my community

    – Member of the Women's Executive Council of Orlando

    – Supporter of the Arnold/Winnie Palmer Foundation

    – Supporter of the Dr. Phillips Center of the Performing Arts

     

     

    • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

    • PennState University, B.S., Marketing and International Business
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Planning Counselor℠
    201 North New York Ave
    Winter Park, FL 32789
  • Michele Ferrone

    Shelly Ferrone, CFP®

    Account Vice President

    Financial Advisor

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    • AL
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • MA
    • NC
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    TRANSITIONED TO RETIREMENT

     

     

    A CERTIFIED FINANCIAL PLANNER, CFP® with nearly three decades of experience as a financial advisor, Shelly has focused her talents on serving the investment needs of families, retirees, and widows. She is fully committed in delivering exceptional client service and building long term multi-generational relationships. She began her career at Merrill Lynch in 1985 where she worked prior to joining UBS in 2003. Shelly received an M.B.A. from The University of Central Florida, Orlando, FL, and a B.A. from Emory University, Atlanta, GA.

    Growing up the daughter of an aerospace engineer, Shelly lived all over the United States during her childhood. She settled down in Orlando in 1974. A widow, Shelly has a daughter and two grandchildren, who live in Altamonte Springs, FL, with whom she enjoys spending time.

    Involved in her community, Shelly is on the board for The Central Florida American Lung Association Southeast Region and its executive committee and the Women’s Executive Council. She also volunteers with the Dr. Phillips Performing Arts Center. In her free time she enjoys playing bridge with her friends, traveling, and attending the theater.

     

      • University of Central Florida, M.B.S
      • Emory University, B.A
      • CERTIFIED FINANCIAL PLANNER™
      201 North New York Ave
      Winter Park, FL 32789
    • Gloria Kelley

      Gloria Kelley

      Senior Client Associate

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        Gloria began her career with Dean Witter in 1997 before joining UBS in 2009. Because she has over 24 years of financial services experience, and has seen many changes within the industry, Gloria is well–equipped to not only anticipate client needs, but, obtain positive results from the most difficult of challenges. Gloria is responsible for making sure that each client experience is positive, seamless, and rewarding.  She genuinely cares about each client and enjoys sharing in their triumphs and sorrows.

        Gloria enjoys spending time camping, riding ATVs and playing golf in her spare time. She and her husband, Mike, also enjoy spending time with their children and grandchildren.

              201 North New York Ave
              Winter Park, FL 32789

            The circular economy: What is it?

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            For needs that go beyond your own—to help you improve the lives of others

            What will your legacy be?
            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

            Learn more at ubs.com/wealthway.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

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