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$3.9 trillion
In invested assets globally
As of 12/31/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Financial Advisor
Chartered Financial Analyst®
Mary Angela Lauritano is one of a small number of UBS Financial Advisors who have earned the designation of “Wealth Advisor.” As a Wealth Advisor, Mary is eminently qualified to provide highly personalized wealth management services to her clients.
Mary understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS—it is how those services and solutions are developed and delivered to help you pursue your goals. That’s why she offers a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, Mary calls upon the advisory and investment brokerage capabilities of UBS—one of the world’s largest wealth management firms.
Mary has over 36 years of experience in financial and client services. Prior to joining UBS, she was associated with Lehman Brothers and Brown Brothers Harriman. She is currently a Financial Advisor with the UBS branch in St. Petersburg, Florida, where she serves the needs of high net worth individuals and businesses. Among her areas of focus are retirement income planning, estate planning and asset management. A graduate with honors from the University of Virginia, she earned an M.B.A. from New York University. She subsequently obtained Series 7, 63 and 66 securities licenses, as well as life, variable life, health, variable annuity and long-term care insurance licenses. More impressively, Mary has also been designated as both a Chartered Financial Analyst® and a UBS Wealth Advisor – a title reserved for a limited number of Financial Advisors who have a consistent record of outstanding achievement.
California License #: 0I95725
Recognized as an industry leader:
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 ubs.com/us/en/designation-disclosures
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
Chartered Financial Analyst®
Mary Angela Lauritano is one of a small number of UBS Financial Advisors who have earned the designation of “Wealth Advisor.” As a Wealth Advisor, Mary is eminently qualified to provide highly personalized wealth management services to her clients.
Mary understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS—it is how those services and solutions are developed and delivered to help you pursue your goals. That’s why she offers a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, Mary calls upon the advisory and investment brokerage capabilities of UBS—one of the world’s largest wealth management firms.
Mary has over 36 years of experience in financial and client services. Prior to joining UBS, she was associated with Lehman Brothers and Brown Brothers Harriman. She is currently a Financial Advisor with the UBS branch in St. Petersburg, Florida, where she serves the needs of high net worth individuals and businesses. Among her areas of focus are retirement income planning, estate planning and asset management. A graduate with honors from the University of Virginia, she earned an M.B.A. from New York University. She subsequently obtained Series 7, 63 and 66 securities licenses, as well as life, variable life, health, variable annuity and long-term care insurance licenses. More impressively, Mary has also been designated as both a Chartered Financial Analyst® and a UBS Wealth Advisor – a title reserved for a limited number of Financial Advisors who have a consistent record of outstanding achievement.
California License #: 0I95725
Recognized as an industry leader:
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 ubs.com/us/en/designation-disclosures
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
