Knowledge

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.

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.

Melissa joined The Maurillo Rhodes Group in 2024, bringing more than a decade of experience in the financial services industry, where she began her career in 2012. She leads the team’s administrative and operational functions, leveraging her extensive expertise to support both clients and advisors with precision and care. As a primary point of contact, Melissa excels at building strong relationships, anticipating client needs, navigating complex situations, and delivering a consistently exceptional client experience.

Melissa earned her Bachelor of Science in Business Administration with a concentration in Finance from the University of Central Florida. She holds her Series 7 and Series 66 securities licenses, along with Florida life, health, and variable contracts licenses. Melissa resides in Fort Myers with her husband, Kevin, and their young son. She enjoys going to the beach, traveling, and sharing quality time with family and friends.

Michelle joined The Maurillo Rhodes Group in 2022 and now has almost 20 years of experience in the financial services industry. She is dedicated to delivering exceptional client service and plays an integral role in supporting the team's daily operations. As the team's Marketing Lead, she oversees marketing initiatives while also managing operational processes and providing administrative support to help ensure a seamless client experience. She is actively involved in planning and hosting client events, fostering strong and lasting relationships.

Michelle earned a Bachelor of Science in Business Administration with a concentration in Finance from Merrimack College in North Andover, Massachusetts. Outside of work, she and her husband are proud parents of two young boys. She is actively involved in their school and sports activities and enjoys biking, cooking, traveling, and spending time outdoors.

Prior to joining The Maurillo Rhodes Group in 2026, Jules began her career in finance in 2022 with Merrill Lynch in Dallas, Texas, where she served as a Financial Solutions Advisor. She transitioned to UBS in Tampa, Florida, in 2024. Jules is passionate about building meaningful, impactful relationships with clients and delivering personalized financial solutions.

She earned her Bachelor of Science in Finance from Florida State University and currently holds her Series 7 and 66 securities licenses, along with her Florida life, health, and variable contracts license. Outside of work, Jules enjoys spending quality time with family and friends, traveling, staying active, and relaxing at the beach.