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$7 trn
UBS Group invested assets
As of 12/31/2025
Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.
Senior Vice President–Wealth Management
Financial Advisor
Mike began his financial services career during one of the equity market’s most tumultuous periods—October 1987. Now in his 38th year in the industry and 33rd year of working directly with clients, he has guided individuals and families through both strong and challenging markets while helping them define and pursue their financial goals. Today, Mike advises a select group of families, including professionals, corporate executives, business owners, and retirees, partnering closely with them to prioritize and achieve long-term objectives.
He provides guidance on funding children’s education, charitable giving strategies, and estate planning, and manages discretionary stock portfolios for many clients through the Portfolio Management Program. In 2007, Mike earned the Chartered Retirement Planning Counselor™ designation from the College of Financial Planning. He is FINRA-registered and holds Series 7 and 63 securities licenses, along with licenses in life, disability, and long-term care insurance.
Mike previously served as president of both the New London Rotary and the Thames Club. He currently serves as a Director on the Connecticut College Alumni Board and is a member of the Board of Directors for the United Way of Lee, Hendry, and Glades counties. He is also an active member of the Fort Myers Rotary Club.
He earned his bachelor’s degree in economics from Connecticut College in 1986. Mike divides his time between Fort Myers, Florida, and New London, Connecticut, where he lives with his wife, Donna, and their dog, Peaches.
Education
Credentials
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
Mike began his financial services career during one of the equity market’s most tumultuous periods—October 1987. Now in his 38th year in the industry and 33rd year of working directly with clients, he has guided individuals and families through both strong and challenging markets while helping them define and pursue their financial goals. Today, Mike advises a select group of families, including professionals, corporate executives, business owners, and retirees, partnering closely with them to prioritize and achieve long-term objectives.
He provides guidance on funding children’s education, charitable giving strategies, and estate planning, and manages discretionary stock portfolios for many clients through the Portfolio Management Program. In 2007, Mike earned the Chartered Retirement Planning Counselor™ designation from the College of Financial Planning. He is FINRA-registered and holds Series 7 and 63 securities licenses, along with licenses in life, disability, and long-term care insurance.
Mike previously served as president of both the New London Rotary and the Thames Club. He currently serves as a Director on the Connecticut College Alumni Board and is a member of the Board of Directors for the United Way of Lee, Hendry, and Glades counties. He is also an active member of the Fort Myers Rotary Club.
He earned his bachelor’s degree in economics from Connecticut College in 1986. Mike divides his time between Fort Myers, Florida, and New London, Connecticut, where he lives with his wife, Donna, and their dog, Peaches.
Education
Credentials
Lets connect
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
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