Lasting relationships. For all that matters

Private Wealth Management

A planning-based approach with an emphasis on risk management

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.

beach

Michael Rhodes, PWA, CEPA

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.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VI
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
  • 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.

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

  • Boston University

Credentials

  • Senior Portfolio Manager
  • Private Wealth Advisor
801 Laurel Oak Drive
Suite 500
Naples, FL 34108

Email Me

Defining your priorities. Pursuing what matters.

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.

senior couple, home in background

Estate planning strategies

Adult daughter with mother exercising

Legacy planning

Businessman on phone in front of window

The good news is, you’re succeeding

House View Monthly

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$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

LA Skyline

Los Angeles fire relief

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.

Insights

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings