Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Boardwalk ocean

Michael Poots

Vice President–Wealth Management

Financial Advisor

I began my career in financial services when I joined PaineWebber in 1999 (which was later acquired by UBS).  My role is to understand your needs and to help you grow and protect your wealth to fulfill your life goals. Careful financial planning is a key element of this process and has helped me guide clients through some of the most turbulent market conditions in history

Many of my clients are individuals who have built their wealth through hard work and being committed to their careers or businesses. I believe I earn their confidence and loyalty by demonstrating these same attributes in managing their wealth.

Originally from Northern Ireland I have lived for the past 17 years in Naples, Florida with my wife Lynne. Away from UBS I enjoy cycling, swimming and foreign travel.

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • MI
  • MN
  • MS
  • NC
  • NY
  • SC
  • TX
  • VA
  • WA
  • WI

Education

  • M.B.A., University of Ulster
  • Marketing, Chartered Institute of Marketing
801 Laurel Oak Drive
Suite 500
Naples, FL 34108
  • (239) 254-7136

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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