Lasting relationships. For all that matters.

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

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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.

  •  Nicholas Maurillo

    Nicholas Maurillo

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Nicholas has over 30 years of wealth management experience. Prior to joining UBS he was associated with Morgan Stanley. His area of focus includes portfolio management, estate planning, private equity and fixed income investing of both taxable and tax free bonds. A graduate of Windham College with a BA in Psychology and a Masters degree in counseling from Antioch University, Nicholas has completed the Advanced Account Executive course at Wharton School of Business and holds Series 7, 63, 65, 31 and Life and Health insurance licenses.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020The 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.

      • Certified Investment Management Analyst®
      • Private Wealth Manager
      7950 Summerlin Lakes Drive
      Suite 1
      Fort Myers, FL 33907
      nick.maurillo@ubs.com
      Nicholas Maurillo
      7950 Summerlin Lakes Drive,Fort Myers,FL,33907
    •  Nicholas T. Maurillo III

      Nicholas Maurillo

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • NC
      • NE
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WV

      Nicholas began his career at UBS over ten years ago. As a Chartered Financial Consultant and Private Wealth Advisor, Nicholas focuses on all aspects of comprehensive wealth management, including investments, insurance and multi-generational wealth transfer.  He also works with internal and external professional advocate alliances to ensure that each client has the very best possible support for their estate planning, tax and insurance needs.

      Nicholas has earned the Series 7, 66, and 31 securities licenses and Insurance licenses (health, life, variable annuity, and long term care).

      A graduate from Auburn University with his B.S. in Finance, he also received a scholarship for playing men's tennis for the Auburn Tigers throughout his college career.  Nicholas was born and raised in Fort Myers, FL. He enjoys spending time with his wife Victoria and their two small children. Nicholas’ major interests are tennis, golf, pickleball and fishing.

      • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
      • 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 Best-in-State Wealth Management Teams, 2024The 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The 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.

        • Private Wealth Manager
        • Chartered Financial Consultant
        8000 Health Center Blvd.
        Bonita Springs, FL 34135
        nicholas.t.maurillo@ubs.com
        Nicholas Maurillo
        8000 Health Center Blvd.,Bonita Springs,FL,34135
      • Michael Julian Rhodes

        Michael Rhodes

        Senior Vice President–Wealth Management

        Private Wealth Manager

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VI
        • WA
        • WI
        • WV

        Mike has been advising clients in financial matters for over 20 years with experience at Merrill Lynch, Morgan Stanley and currently UBS Financial Services Inc.  He is originally from Boston, MA and has a degree in Economics from Boston University.  As a Private Wealth Advisor, he designs personalized client portfolios based upon individual needs and risk tolerance. As an advanced planner, Mike is well versed on important issues such as estate plan construction, tax minimization and retirement income distribution strategies. Mike and his wife Erin live in SWFL with their two daughters Cayla and Payton. 

        • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
        • 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 Best-in-State Wealth Management Teams, 2024The 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.

          • Private Wealth Manager
          • Senior Portfolio Manager
          801 Laurel Oak Drive
          Suite 500
          Naples, FL 34108
          michael.rhodes@ubs.com
          Michael Rhodes
          801 Laurel Oak Drive,Naples,FL,34108
        • Judith J. McCarthy

          Judith McCarthy

          Senior Client Associate

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          • CA
          • CT
          • FL
          • IL
          • MI
          • NC
          • NH
          • NJ
          • NY
          • OH

          Judy grew up in Syracuse NY, graduating with an Associates Degree in Business after attending SUNY Potsdam and Onondaga Community College.

          She started her career in the financial industry at Onondaga Savings Bank, going through the ranks from Cashier to Customer Service Associate.  In 1984, she married and moved to Fort Myers to get out of the cold and to be closer to some family members.  She started at Morgan Stanley in November 1984 as a wire operator and moved through the different jobs in the operations area until becoming Operations Manager in 1989.  She began working for Nick Maurillo in April 1992 and got her Series 7 and 63 Licenses later that year.  Judy moved over to UBS with Nick Maurillo and his team in January 2009.  She is the Team Administrator and her responsibilities include client services, supervision over junior team members, marketing, expenses and working for the FAs on the team.

          In her spare time she enjoys fishing, swimming, working in the yard, playing with her dogs and watching SU Basketball games during season.

                7950 Summerlin Lakes Drive
                Suite 1
                Fort Myers, FL 33907
                judy.mccarthy@ubs.com
                Judith McCarthy
                7950 Summerlin Lakes Drive,Fort Myers,FL,33907
              • Melissa

                Melissa Daugherty

                Wealth Management Associate

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                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • FL
                • GA
                • IL
                • IN
                • KS
                • MA
                • ME
                • MI
                • MO
                • NC
                • NH
                • NJ
                • NV
                • NY
                • OH
                • PA
                • TN
                • TX
                • UT
                • VA
                • WI

                Melissa joined The Maurillo Rhodes Group in 2024. She began her career in the financial services industry in 2012. Melissa leads our team in administrative and operational support bringing a wealth of experience, skill, and knowledge to all situations. As a primary point of contact, she uses her expertise to build relationships, anticipate client needs, navigate complex problems, and deliver exceptional service. Her dedication to the overall client experience is unparalleled.

                Melissa graduated from the University of Central Florida with a Bachelor of Science in business administration, majoring in finance. She holds her Series 7 and 66 securities licenses, as well as Florida life, health, and variable contracts licenses. Melissa resides in Fort Myers with her husband, Kevin, and their young son and dog. She enjoys going to the beach, traveling, and spending time with family and friends.

                      8000 Health Center Blvd.
                      Bonita Springs, FL 34135
                      melissa.daugherty@ubs.com
                      Melissa Daugherty
                      8000 Health Center Blvd.,Bonita Springs,FL,34135
                    • Danielle Osborn

                      Danielle Osborn

                      Senior Client Associate

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                      • CT
                      • FL
                      • NJ
                      • TX
                      • VA

                      Danielle is passionate about providing an exceptional client experience. She is proactive at fulfilling client requests and earing their trust through integrity and excellence. Her kindness implements a warm and memorable client experience. Danielle is your first line of contact whenever you have an account question or concern. She is fully registered, holding the Series 7 and 66 licenses.

                      Danielle has a B.A. from Montclair State University. She relocated to Florida five years ago from NJ, and has been enjoying the ever present warmth & sunshine. Danielle spends her spare time enjoying nature, traveling, practicing yoga, and studying foreign languages and cultures.

                            8000 Health Center Blvd.
                            Bonita Springs, FL 34135
                            danielle.osborn@ubs.com
                            Danielle Osborn
                            8000 Health Center Blvd.,Bonita Springs,FL,34135
                          • Michelle Fier

                            Michelle Fier

                            Senior Client Associate

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                            • FL

                            Michelle Fier joined The Maurillo Rhodes Group after 9 years at UBS in Peabody, Massachusetts prior to the COVID-19 pandemic. She moved to Fort Myers in 2021 and joined the team in 2022. Michelle is passionate about providing exceptional client service. Her primary responsibilities are to provide operational, administrative and marketing support to the team.

                            Michelle earned a B.S. degree in Business Administration with a concentration in Finance from Merrimack College in North Andover, Massachusetts. Michelle and her husband have two young boys and she is active in their school and sports. She enjoys biking, cooking, traveling and the outdoors. 

                                  7950 Summerlin Lakes Drive
                                  Suite 1
                                  Fort Myers, FL 33907
                                  michelle.fier@ubs.com
                                  Michelle Fier
                                  7950 Summerlin Lakes Drive,Fort Myers,FL,33907

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                                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                Gain additional insights into the trends shaping wealth in the US and around the world.

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