Your lasting legacy

3 Generations of men

Manish Mehta, CFA, CFP

Managing Director–Wealth Management

Manish joined UBS in 2008 from Merrill Lynch, where he was a Resident Director. Early on in his career in wealth management at Morgan Stanley, he started specializing in advising clients with significant wealth. Drawing on his extensive experience, Manish now develops personalized strategies to address the complex needs of high net worth clients and institutions.

Manish is a CFA® and CFP® practitioner. He attended the Wharton School of Business at the University of Pennsylvania for executive education. Manish received his PGDBA (Post Graduate in Business Administration) in Finance & International Business in India and was awarded his school's highest academic honor for excellence. His focus was on Computer Science, Physics and Mathematics during his BS.

Outside of the office, whenever Manish is not spending time with his two young daughters, he is enjoying some fitness pursuit. You can easily engage him in a discussion about nutrition or health. He is ever willing to visit a new country or try a new cuisine.

California Insurance License number 0I1920

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • ND
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV

  • Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021, 2023, 2024
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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 Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • Chartered Financial Analyst®
  • Institutional Consultant, UBS Institutional Consulting Program
  • Senior Portfolio Manager
  • Private Wealth Advisor
201 North New York Ave
Suite 300
Winter Park, FL 32789
  • (919) 918-2330

Email Me

Manish Mehta, CFA, CFP is also part of:
The Summit Group

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

Couple in London

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Wealth, from your point of view

Multigenerational families

Multigenerational families



A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager