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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Michael Rhodes is part of The Maurillo Rhodes Group at UBS, and 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.
Senior Vice President–Wealth Management
Senior Portfolio Manager
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.
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.
Education
Credentials
Senior Vice President–Wealth Management
Senior Portfolio Manager
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.
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.
Education
Credentials
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.
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?
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
