Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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George Schrenk

Senior Vice President–Wealth Management

Financial Advisor

George Mitch Schrenk works with individual and institutional accounts by providing consulting and investment advice.  His commitment to this ever-changing industry leads him to complete advanced coursework each year above what is required to maintain their designations. He especially enjoys the opportunity to work with private clients and their families over many years.

George Mitch Schrenk grew up in Perry, Florida, and attended the University of Florida, graduating with a B.S. in Chemistry. He enjoys working out and attending Gator games and is active with many charitable causes in our community. He has been married to his high school sweetheart, Rhonda, for 41 years. They have been blessed with three children, now married, and seven grandchildren.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023, 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.

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

  • B.S, Chemistry, University of Florida

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Chartered Retirement Plans Specialist
201 North New York Ave
Winter Park, FL 32789
  • (407) 618-7901

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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