$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Private Wealth Management
Private Wealth 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.
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.
Senior Vice President–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
239-277-3685
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.
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.
Senior Vice President–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
239-277-3616
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.
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.
Senior Vice President–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
239-277-3602
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.
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.
Senior Client Associate
UBS Financial Services Inc.
Private Wealth Management
239-277-3644
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.
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.
Wealth Management Associate
UBS Financial Services Inc.
Private Wealth Management
239-495-4183
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.
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.
Senior Client Associate
UBS Financial Services Inc.
Private Wealth Management
239-277-3632
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.
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.
Senior Client Associate
UBS Financial Services Inc.
Private Wealth Management
239-277-3607
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.
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.
Senior Vice President–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
239-277-3685
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.
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.
Senior Vice President–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
239-277-3616
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.
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.
Senior Vice President–Wealth Management
Financial Advisor
UBS Financial Services Inc.
Private Wealth Management
239-277-3602
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.
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.
Senior Client Associate
UBS Financial Services Inc.
Private Wealth Management
239-277-3644
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.
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.
Wealth Management Associate
UBS Financial Services Inc.
Private Wealth Management
239-495-4183
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.
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.
Senior Client Associate
UBS Financial Services Inc.
Private Wealth Management
239-277-3632
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.
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.
Senior Client Associate
UBS Financial Services Inc.
Private Wealth Management
239-277-3607
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.
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.
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.
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.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of our latest House View live conversation which featured insights from Jason Draho, Head of Asset Allocation, David Lefkowitz, Head of Equities CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
06 August 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Crafted wealth intelligence
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.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager