Experience

Makes all the difference

Nicholas Maurillo, CIMA

Senior Vice President–Wealth Management

Financial Advisor

Nicholas has over 30 years of wealth management experience. Prior to joining UBS 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. A graduate of Windham College with a BA in Psychology and a Masters degree in counseling from Antioch University, Nicholas has completed the Advanced Account Executive course at Wharton School of Business and holds Series 7, 63, 65, 31 and Life and Health insurance licenses.

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020The 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.

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

Credentials

  • Private Wealth Advisor
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

Email Me

nick.maurillo@ubs.com
Nicholas Maurillo, CIMA
7950 Summerlin Lakes Drive,Fort Myers,FL,33907

Nicholas Maurillo

Senior Vice President–Wealth Management

Private Wealth Advisor

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

Recognized as an industry leader:

  • 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.
  • 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, 2024The 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.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

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

Credentials

  • Private Wealth Advisor
8000 Health Center Blvd.
Bonita Springs, FL 34135

Email Me

nicholas.t.maurillo@ubs.com
Nicholas Maurillo
8000 Health Center Blvd.,Bonita Springs,FL,34135

Judith McCarthy

Senior Client Associate

Judy grew up in Syracuse NY, graduating with an Associates Degree in Business after attending SUNY Potsdam and Onondaga Community College.

She started her career in the financial industry at Onondaga Savings Bank, going through the ranks from Cashier to Customer Service Associate.  In 1984, she married and moved to Fort Myers to get out of the cold and to be closer to some family members.  She started at Morgan Stanley in November 1984 as a wire operator and moved through the different jobs in the operations area until becoming Operations Manager in 1989.  She began working for Nick Maurillo in April 1992 and got her Series 7 and 63 Licenses later that year.  Judy moved over to UBS with Nick Maurillo and his team in January 2009.  She is the Team Administrator and her responsibilities include client services, supervision over junior team members, marketing, expenses and working for the FAs on the team.

In her spare time she enjoys fishing, swimming, working in the yard, playing with her dogs and watching SU Basketball games during season.

Registered States:
  • CA
  • CT
  • FL
  • IL
  • MI
  • NC
  • NH
  • NJ
  • NY
  • OH
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

Email Me

judy.mccarthy@ubs.com
Judith McCarthy
7950 Summerlin Lakes Drive,Fort Myers,FL,33907

Melissa Daugherty

Wealth Management Associate

Melissa joined The Maurillo Rhodes Group in 2024. She began her career in the financial services industry in 2012. Melissa leads our team in administrative and operational support bringing a wealth of experience, skill, and knowledge to all situations. As a primary point of contact, she uses her expertise to build relationships, anticipate client needs, navigate complex problems, and deliver exceptional service. Her dedication to the overall client experience is unparalleled.

Melissa graduated from the University of Central Florida with a Bachelor of Science in business administration, majoring in finance. She holds her Series 7 and 66 securities licenses, as well as Florida life, health, and variable contracts licenses. Melissa resides in Fort Myers with her husband, Kevin, and their young son and dog. She enjoys going to the beach, traveling, and spending time with family and friends.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KS
  • MA
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • TN
  • TX
  • UT
  • VA
  • WI
8000 Health Center Blvd.
Bonita Springs, FL 34135

Email Me

melissa.daugherty@ubs.com
Melissa Daugherty
8000 Health Center Blvd.,Bonita Springs,FL,34135

Danielle Osborn

Senior Client Associate

Danielle is passionate about providing an exceptional client experience. She is proactive at fulfilling client requests and earing their trust through integrity and excellence. Her kindness implements a warm and memorable client experience. Danielle is your first line of contact whenever you have an account question or concern. She is fully registered, holding the Series 7 and 66 licenses.

Danielle has a B.A. from Montclair State University. She relocated to Florida five years ago from NJ, and has been enjoying the ever present warmth & sunshine. Danielle spends her spare time enjoying nature, traveling, practicing yoga, and studying foreign languages and cultures.

Registered States:
  • CT
  • FL
  • NJ
  • TX
  • VA
8000 Health Center Blvd.
Bonita Springs, FL 34135

Email Me

danielle.osborn@ubs.com
Danielle Osborn
8000 Health Center Blvd.,Bonita Springs,FL,34135

Michelle Fier

Senior Client Associate

Michelle Fier joined The Maurillo Rhodes Group after 9 years at UBS in Peabody, Massachusetts prior to the COVID-19 pandemic. She moved to Fort Myers in 2021 and joined the team in 2022. Michelle is passionate about providing exceptional client service. Her primary responsibilities are to provide operational, administrative and marketing support to the team.

Michelle earned a B.S. degree in Business Administration with a concentration in Finance from Merrimack College in North Andover, Massachusetts. Michelle and her husband have two young boys and she is active in their school and sports. She enjoys biking, cooking, traveling and the outdoors. 

Registered States:
  • FL
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

Email Me

michelle.fier@ubs.com
Michelle Fier
7950 Summerlin Lakes Drive,Fort Myers,FL,33907

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