Your life. Your wealth. Your future.

Pursue what matters most

Boardwalk along the ocean

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Young family at the beach

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.

  • Megan-MacGowan-Profile-Image

    Megan MacGowan, CFA, CFP

    Senior Vice President–Wealth Management

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • NC
    • ND
    • NV
    • NY
    • OH
    • PA
    • SC
    • TX
    • VA
    • WA
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022The 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, 2022The 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.

    • Lynn University, B.S. and M.B.A. in Financial Valuation and Investment Management
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Financial Analyst®
    • Wealth Advisor
    • CA Insurance License: 0K82285
    401 East Las Olas Boulevard
    Suite 2300
    Fort Lauderdale, FL 33301
  • Alison-McEntee-Profile-Image

    Alison Mcentee

    Wealth Management Associate

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    • AL
    • CA
    • CO
    • CT
    • FL
    • GA
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • NC
    • ND
    • NY
    • PA
    • SC
    • TX
    • VA
    • WA

    With over a decade of experience in the financial services industry, Alison enhances our client relationships by providing valuable insights and knowledge needed to serve our clients in a professional and timely manner. She works closely with Megan in regards to preparation of client reviews and reporting, financial planning, and portfolio proposals. Alison views exceptional service and operational support as her top priorities. She places equal importance on all client issues or concerns, and sees them through to completion.

    She earned an M.B.A. in marketing from Lynn University, where she also graduated summa cum laude with a Bachelor of Science in business administration. Her professional licenses include the Series 7 and 66.

      • Lynn University, M.B.A. in Marketing and Bachelor of Science in Business Administration
        401 East Las Olas Boulevard
        Suite 2300
        Fort Lauderdale, FL 33301
      The rising generation in a new world

      The rising generation in a new world

      Multigenerational families

      Multigenerational families

      Retirement planning

      Retirement 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

      Global leader

      UBS is a world-leading wealth manager

      Financial strength

      Driving confidence.
      Aa3 (stable) Moody’s
      A+ (stable) Standard & Poor’s

      UBS AG, long-term senior secured debt rating. As of 11/23/2021