Lasting relationships. For all that matters

A planning-based approach with an emphasis on risk 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.

Co-workers

Michael Julian Rhodes

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
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  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
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  • NJ
  • NV
  • NY
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  • PA
  • RI
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  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV

  • Forbes/SHOOK Best-In-State Wealth Advisors, 2022

Education

  • Boston University
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907
  • (239) 277-3616

Email Me

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Are you ready for anything?

A Liquidity strategy can help.

In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

Backed by the strength of UBS

A global leader in wealth management

$3.3 trillion

In invested assets globally 
As of 12/31/2021

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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