$6 trn
UBS Group invested assets
As of 12/31/2024
Private Wealth Management
Private Wealth Management
The Maurillo Rhodes Group 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. Our team is committed to each generation of your family.
Join Michael Rhodes, Private Wealth Advisor at UBS Financial Services, and his guests as they discuss topics relevant to Florida residents. From tax strategies to current health trends, “Down the Middle” is here to help you live your best life.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
We work with UBS Family Advisory and Philanthropy Services to provide advice to help families flourish for generations, through intentional communication, intergenerational wealth transitions, family governance, philanthropic legacies and more. Holistic insights, advice and execution services help you maximize your impact and build your legacy.
We have the experience and insight to help you preserve assets, reduce estate tax exposure and transition wealth to future generations. With our access to an extensive network of estate planning professionals, we will work closely together to help you build a comprehensive plan for transitioning assets to future generations.
You've worked hard and carefully invested to ensure that you’ll live life on your terms in retirement. But are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
A longevity strategy can help you overcome changing market conditions by helping you make long-term plans. Look to grow wealth over time so you can focus on things like selling a business or planning for retirement.
We work with investment committees and governing bodies of foundations, endowments, institutions and associations to help provide education on philanthropy, practical solutions and tax-efficient investment strategies for creating a meaningful and lasting legacy.
Plan now to prepare for later
The Maurillo Rhodes Group helps guide you through the important questions you should be asking yourself while estate planning. Read through the fact sheet to make sure you're considering all your options.
Individuals often change their state of residence and they do so for many reasons, not the least of which is often to minimize state income taxation. For many, taxes can be just an afterthought
(albeit, an important afterthought) in the residency change decision process.
Read the latest on how changing state of residence can impact your taxes.
If you're in a creative industry, get ready for the range of possibilities artificial intelligence (A.I.) is creating. How are people using the technology as it becomes more accessible? What lies ahead for people in film, TV, art and music?
But the financial stakes of your decisions are getting higher. Today, your financial situation is more complex and you’re looking at how to grow and safeguard your assets. No matter what's happening in the markets, at home or throughout the world, we're with you and your family.
Jason Draho, Head of Asset Allocation, CIO Americas, James Dobson, CIO Equity Strategist, US Energy and Utilities, and Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US, discussed the current US fiscal landscape and ongoing market and economic uncertainty at the midpoint of 2025. CIO’s outlook for the second half of the year was also covered.
July 02, 2025
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Nick has over 40 years of wealth management experience. Prior to joining UBS in 2009, 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.
Nick is a graduate of Windham College with a Bachelor of Arts in Psychology. He also received a master’s degree in counseling from Antioch University. Nick has completed the Advanced Account Executive course at Wharton School of Business and holds his Series 7, 63, 65, 31 and life, health, and variable contracts licenses.
Nicholas began his career at UBS over 15 years ago. As a Chartered Financial Consultant® and Private Wealth Advisor, he 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 is a graduate from Auburn University with a Bachelor of Science in Finance, he also received a scholarship for playing men's tennis for the Auburn Tigers throughout his college career. He holds his Series 7, 66, 31 and life, health, and variable contracts licenses. Nicholas was born and raised in Fort Myers, FL and enjoys spending time with his wife Victoria and their two small children. His major interests are tennis, golf, pickleball and fishing.
Mike has decades of experience working with families of substantial means and high-profile executives, helping them simplify their financial lives, while also seeking to optimize their wealth. He works closely with his clients to develop a strategic and holistic financial plan and to build an investment portfolio tailored to their unique needs and aligned to their goals, implementing a “family wealth” approach. Mike leads a team that is fully focused on transparent and regular communication, providing high-touch, white glove service, tapping into the full spectrum of insight and resources at UBS, one of the world’s largest wealth managers, to deliver customized solutions and astute advice.
Personally, Mike supports several causes that are meaningful to him and his work with clients, including The Bobby Nichols Foundation, which helps support abused and at-risk children in Southwest Florida. Mike and his wife Erin live in Fort Myers, FL with their two daughters Cayla and Payton. They love spending quality time together as a family, enjoying activities like golf and tennis, as well as spending time on the beautiful Florida Gulf.
Insight Rooted in Experience
Jennifer brings more than 10 years of experience in the legal, philanthropic, and wealth management industries to her clients. Her commitment to excellence, combined with her diverse background and deep community ties, helps her navigate the complexities of wealth management and personal legacy for clients.
Credentials and Education
A native Floridian, Jennifer grew up in Naples, FL and attended University of Florida for both her undergraduate and master’s degrees. She received her Juris Doctor from Stetson University, where she was President of the Student Bar Association. She holds her Series 7 securities license and Series 66 securities license.
Professional Background
Jennifer began her career at Credit Suisse, working within the investment banking division with a focus on hedge funds. She subsequently led several non-profit foundations, collaborating closely with ultra-high-net-worth philanthropists. Her career in wealth management was established at Morgan Stanley, before joining UBS.
Today, Jennifer focuses on helping individuals and families manage the many facets of their often complex financial lives through strategic planning and investments. She is a Certified Exit Planning Advisor® and enjoys guiding clients through business sales and personal transitions. Jennifer is adept in helping clients navigate complex estate planning strategies and creating a legacy that spans generations.
Personal Life
Jennifer is a multi-national champion equestrian with 11 US and Canadian national championship titles, as well as five United States Equestrian Horse of the Year national championship titles. She is an active member of Delta Gamma and serves as a collegiate advisor.
Jennifer is married to John Richy who played professional baseball for nine years. Together, they have one daughter. They enjoy sailing in Great Exumas in the spring and along the Maine coast in the summer. They reside in Naples, FL with their four Arabian show horses, two ponies, two Great Pyrenees dogs, and four farm cats.
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.
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 has been at UBS for over 10 years.
Danielle earned her Bachelor of Science degree from Montclair State University. She relocated to Florida from New Jersey in 2014 and has been enjoying the ever-present warmth and sunshine. Danielle spends her spare time enjoying nature, being active, traveling, and studying foreign languages and cultures.
Michelle has been in the financial services industry since 2007. She joined The Maurillo Rhodes Group in 2022. She is passionate about providing exceptional client service. Her primary responsibilities are to provide operational, administrative and marketing support to the team. She enjoys organizing and attending client events.
Michelle earned a Bachelor of Science 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.
Nick has over 40 years of wealth management experience. Prior to joining UBS in 2009, 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.
Nick is a graduate of Windham College with a Bachelor of Arts in Psychology. He also received a master’s degree in counseling from Antioch University. Nick has completed the Advanced Account Executive course at Wharton School of Business and holds his Series 7, 63, 65, 31 and life, health, and variable contracts licenses.
Nicholas began his career at UBS over 15 years ago. As a Chartered Financial Consultant® and Private Wealth Advisor, he 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 is a graduate from Auburn University with a Bachelor of Science in Finance, he also received a scholarship for playing men's tennis for the Auburn Tigers throughout his college career. He holds his Series 7, 66, 31 and life, health, and variable contracts licenses. Nicholas was born and raised in Fort Myers, FL and enjoys spending time with his wife Victoria and their two small children. His major interests are tennis, golf, pickleball and fishing.
Mike has decades of experience working with families of substantial means and high-profile executives, helping them simplify their financial lives, while also seeking to optimize their wealth. He works closely with his clients to develop a strategic and holistic financial plan and to build an investment portfolio tailored to their unique needs and aligned to their goals, implementing a “family wealth” approach. Mike leads a team that is fully focused on transparent and regular communication, providing high-touch, white glove service, tapping into the full spectrum of insight and resources at UBS, one of the world’s largest wealth managers, to deliver customized solutions and astute advice.
Personally, Mike supports several causes that are meaningful to him and his work with clients, including The Bobby Nichols Foundation, which helps support abused and at-risk children in Southwest Florida. Mike and his wife Erin live in Fort Myers, FL with their two daughters Cayla and Payton. They love spending quality time together as a family, enjoying activities like golf and tennis, as well as spending time on the beautiful Florida Gulf.
Insight Rooted in Experience
Jennifer brings more than 10 years of experience in the legal, philanthropic, and wealth management industries to her clients. Her commitment to excellence, combined with her diverse background and deep community ties, helps her navigate the complexities of wealth management and personal legacy for clients.
Credentials and Education
A native Floridian, Jennifer grew up in Naples, FL and attended University of Florida for both her undergraduate and master’s degrees. She received her Juris Doctor from Stetson University, where she was President of the Student Bar Association. She holds her Series 7 securities license and Series 66 securities license.
Professional Background
Jennifer began her career at Credit Suisse, working within the investment banking division with a focus on hedge funds. She subsequently led several non-profit foundations, collaborating closely with ultra-high-net-worth philanthropists. Her career in wealth management was established at Morgan Stanley, before joining UBS.
Today, Jennifer focuses on helping individuals and families manage the many facets of their often complex financial lives through strategic planning and investments. She is a Certified Exit Planning Advisor® and enjoys guiding clients through business sales and personal transitions. Jennifer is adept in helping clients navigate complex estate planning strategies and creating a legacy that spans generations.
Personal Life
Jennifer is a multi-national champion equestrian with 11 US and Canadian national championship titles, as well as five United States Equestrian Horse of the Year national championship titles. She is an active member of Delta Gamma and serves as a collegiate advisor.
Jennifer is married to John Richy who played professional baseball for nine years. Together, they have one daughter. They enjoy sailing in Great Exumas in the spring and along the Maine coast in the summer. They reside in Naples, FL with their four Arabian show horses, two ponies, two Great Pyrenees dogs, and four farm cats.
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.
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 has been at UBS for over 10 years.
Danielle earned her Bachelor of Science degree from Montclair State University. She relocated to Florida from New Jersey in 2014 and has been enjoying the ever-present warmth and sunshine. Danielle spends her spare time enjoying nature, being active, traveling, and studying foreign languages and cultures.
Michelle has been in the financial services industry since 2007. She joined The Maurillo Rhodes Group in 2022. She is passionate about providing exceptional client service. Her primary responsibilities are to provide operational, administrative and marketing support to the team. She enjoys organizing and attending client events.
Michelle earned a Bachelor of Science 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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
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