Let's move forward. Together.

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.

Three people sitting in office

Mary Lauritano

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

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 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 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 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.

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

  • University of Virginia
  • M.B.A, New York University

Credentials

  • Chartered Financial Analyst®
  • Wealth Advisor
  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Structured products
Multi-generational families
Your goals are the starting point
Retirement planning
150 Second Avenue North
Suite 1000
St. Petersburg, FL 33701
  • (727) 892-2599

Email Me

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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