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

    Areas of Focus
    – Custom financial/retirement planning and educational funding
    – Asset allocation and individual investment portfolio construction
    – Personal cash flow evaluation and guidance
    – Advanced wealth preservation and gifting strategies
    – Cross collaboration with clients’ external advisor network (attorneys, accountants, etc)


    Wealth Management Philosophy
    For almost 20 years, Megan’s tireless work ethic and positive attitude have kept clients focused on their long-term goals. She believes that true wealth management is about providing thoughtful, comprehensive solutions based on extensive knowledge and experience that deliver real value to our clients. Her attention to detail assures that every aspect of our clients’ financial picture has been fully reviewed.


    Credentials and Credibility
    As a seasoned financial professional holding both CFA® and CFP® designations, Megan is part of an elite group of 1% of all financial advisors in the United States. Megan has earned and continues to maintain these designations by completing rigorous education and experience requirements.
    – Certified Financial PlannerTM (CFP®): CFPs help clients set and pursue financial goals while being held to the highest ethical and professional standards in the industry. CFPs are required to put your financial interests ahead of their own.
    – Chartered Financial Analyst (CFA®): CFAs specialize in advanced investment analysis, portfolio management and risk evaluation.
    – FINRA Series 7, 31, 66 securities licenses
    – Life and variable annuity insurance licenses
    – M.B.A. in financial evaluation/investment management, Lynn University
    – B.S. computer management systems and business management, Lynn University; magna cum laude
    – Member of Sigma Beta Delta

    CA Insurance License: 0K82285

     

    • 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 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, 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 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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
    megan.macgowan@ubs.com
    Megan MacGowan, CFA, CFP
    401 East Las Olas Boulevard,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

    Areas of Focus
    – Proactive client account maintenance and administration
    – General banking services execution, including money wires and cashier’s checks
    – Online banking services support, including Social Security auto deposit and online bill payment setup
    – Client outreach, including IRA distributions and contributions
    – New client orientation and onboarding
    – Organization and preparation of financial documents for team review


    Wealth Management Philosophy
    Fully embracing the team’s guided principles and client focus, Alison views exceptional service as her top priority. She places equal importance on client issues and concerns, consistently seeing them through to completion. An effective communicator, she consistently follows up with our clients to strengthen the relationship and build trust. She works closely with Megan preparing client reviews, financial plans and portfolio proposals. She is appreciated for her warmth, thoughtfulness and dedication.


    Credentials and Credibility
    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. Alison continues to be a high-achieving member of our team, gaining deeper knowledge about the different facets of our practice.
    – M.B.A. marketing, Lynn University
    – B.S. business administration, Lynn University; summa cum laude
    – FINRA Series 7 and 66 securities licenses
    – Member of Sigma Beta Delta
    – 4-year starter and scholarship student-athlete with appearance in NCAA Sweet Sixteen, Varsity Women’s Soccer

      • 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
        alison.ramsey@ubs.com
        Alison Mcentee
        401 East Las Olas Boulevard,Fort Lauderdale,FL,33301
      The rising generation in a new world

      The rising generation in a new world

      Multigenerational families

      Multigenerational families

      Outlook on interest rates

      Managing wealth is our craft

      We’re committed to understanding what wealth means for you.

      At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

      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

      Global leader

      UBS is a leading and truly global wealth manager

      Financial strength

      Driving confidence.
      A-  Standard & Poor’s
      A  Fitch
      A3
        Moody’s


      UBS AG, long-term senior secured debt rating. As of 03/31/2024

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