Lasting relationships. For all that matters.

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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.

• 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 Advisor

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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.

• 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, 2024, 2025The 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, 2024, 2025The 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, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Private Wealth Advisor
• Chartered Financial Consultant

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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.

• Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The 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, 2024, 2025The 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.

• Institutional Consultant
• Private Wealth Advisor
• Senior Portfolio Manager

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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.

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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.

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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.

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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.