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:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MD
  • MI
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

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

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

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Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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As of 10/29/2025

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