Lasting relationships. For all that matters

Generational Family on Beach

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Terry Dean

    Terry Dean

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    Terry graduated from the University of Florida with a Bachelors degree  in Business Administration specializing in marketing with a minor in economics. Terry brings to the group a wealth of experience, as his career in the financial services industry spans over 22 years. Terry focuses on asset preservation strategies, cash management, fixed income and annuity strategies.

    Terry was captain and quarterback of Florida's 1993 SEC Championship football team. A resident of Naples since 1981, Terry and his wife, Robin, enjoy spending family time with their children Tyler, Mason, Brady and Grace. He also likes coaching football, hunting, fishing and playing golf. Terry is President of the SWFLA Fellowship of Christian Athletes Chapter.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The 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.

        801 Laurel Oak Drive
        Suite 500
        Naples, FL 34108
      • teri

        Teri Conklin

        Senior Vice President–Wealth Management

        Financial Advisor

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        Teri has spent her entire career in the financial services industry with UBS, joining the firm in 1982. Her long tenure in the industry has given her the perspective needed to take advantage of bull markets, and weather bear markets and recessions.  She is an expert at creating retirement income strategies for retail investors and families.

        Teri develops an understanding of what is important to clients by taking the time to get to know them and bringing their vision into clear focus before making any recommendations. Her goal is to build long-term relationships, which enables her to provide insight on every aspect of a client's financial life. She takes her responsibility to clients and their families seriously, looking to provide an extraordinary experience every time they call. Teri takes a hands-on, personal approach with clients' portfolios to provide them with individualized and attentive service.

        Teri has been instrumental in helping to shape the future of UBS. She served on the UBS FA Advisory Council (FAAC) with 13 other financial advisors throughout the U.S. to foster a strong partnership between the field and home office.  Although her tenure on the FAAC has come to an end, Teri is committed to achieving the firm's long-term strategic vision of becoming the most client-focused and Advisor-centric wealth management firm in the Americas. 

        Teri holds Series 3, 7, 63 and 65 licenses and earned her Bachelor's degree from Duke University.  She and her husband have two daughters, Catherine and Caroline.

        • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
        • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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 Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

            One Northbrook Place
            5 Revere Drive
            Northbrook, IL 60062
          • Martha

            Martha Naselli

            Senior Vice President–Wealth Management

            Financial Advisor

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            Martha is dedicated to offering a customized, holistic approach to wealth management. She understands that wealth management is more than just a wide range of financial services and solutions. It is how those services and solutions are developed and delivered to help clients pursue their goals that separates her from everyone else.

            Since joining UBS Financial Services Inc. in 1993, Martha feels the most rewarding part of her role as a Financial Advisor is helping clients manage their finances to achieve their short and long-term goals. Clients appreciate her service-oriented approach.

            Martha holds Series 7, 63 and 66 licenses and received a Bachelor's degree from the University of Illinois in Champaign. She and her husband have three children. Martha makes it a priority to be involved in their school and is also an active member of her church community.

            • Forbes America’s Top Women Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
            • Forbes Best-in-State Women Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

                One Northbrook Place
                5 Revere Drive
                Northbrook, IL 60062
              • Russell Roth

                Russell Roth

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AL
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                Russell has a B.S. in Business Administration and Economics from Central Michigan University and has over 40 years of investment experience.

                Throughout his career, Russ has focused on portfolio construction and asset allocation. Russ has successfully managed investment portfolios through a variety of market cycles. Russ is responsible for equity research and analytical support and oversees asset allocation, portfolio management, and stock selection processes. He also has substantial experience determining sector weights as well as fundamental and technical analysis of individual equity securities.

                During his free time, Russ's interests include golfing, fishing, enjoying the outdoors, and spending time with his family and friends.

                      801 Laurel Oak Drive
                      Suite 500
                      Naples, FL 34108
                    • Anna Dean

                      Anna Dean

                      Senior Wealth Strategy Associate

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                      Anna joined UBS in November of 2018, when she moved to Naples from Nashville, TN.  Anna has a background in both insurance and IT and while she enjoyed her time and success in those industries, she enjoys applying that knowledge to her career in Wealth Management.  Anna is fully licensed and registered, and plays an important role in managing client relationships and the day-to-day operations of the team. 

                      Anna has one daughter, Ava, and enjoys being outside, on (or in!) the water, and anything to take advantage of living in paradise.

                      She has lived in a few different cities across the Southeast, but Anna considers this latest move coming "home".  She grew up in Naples and is Terry Dean's sister!

                            801 Laurel Oak Drive
                            Suite 500
                            Naples, FL 34108
                          • AnnetteHeadshot

                            Annette Kaszubski

                            Senior Client Associate

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                            Annette joined UBS in 2022.  She has been in the financial services industry for over 25 years helping clients with their financial needs. She facilitates and maintains client relationships, general account management, and day-to-day operations.

                            Annette holds her Series 7 and  66 licenses and received her Bachelor’s degree in Business Administration from Loyola University Chicago specializing in finance. She and her husband have two children.  In her free time Annette enjoys traveling and spending time with her family and friends.

                                  One Northbrook Place
                                  5 Revere Drive
                                  Northbrook, IL 60062
                                UBS Wealth Way

                                UBS Wealth Way

                                A team approach

                                A team approach

                                Our Process

                                Our Process

                                Legacy—Wealth for others

                                For needs that go beyond your own—to help you improve the lives of others

                                What will your legacy be?
                                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                Learn more at ubs.com/wealthway.

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $2.8 trillion

                                In invested assets globally 
                                As of 06/30/2022

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager

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