Experience

Lloyd joined UBS in 2013 as a financial planner. With over ten years of experience in the financial services industry, Lloyd holds five industry relevant designations. In 2018, Lloyd obtained the Chartered Financial Analyst® designation; a designation that is the badge of distinction in the investment management profession. CFA charter holders work in the most prominent investment firms around the world. Lloyd's designations, as a Certified Financial Planner®, Certified Private Wealth Advisor®, and a Chartered Retirement Planning Specialist®  allow him to offer advice on retirement benefits planning, and asset protection for both high and ultra-high net worth individuals.

Lloyd holds a B.S. in Business Administration and graduated Magna Cum Laude from the University of Central Florida. He also obtained an MBA specializing in Finance and Mergers & Acquisitions from the University of Miami.  Lloyd is also a member of the Financial Planning Association and he served as President of the CFA Society Miami.  Additionally, he is involved with his local Toastmasters club as well as his local parish.

Lloyd was born and raised in New York City. In 1999, he moved to Florida and currently resides in Ft. Lauderdale with his wife, Lauren. He is an alumnus of Ransom Everglades School.  In his spare time Lloyd enjoys travel, fitness, cooking and he is an avid follower of college football.

Luke Joined UBS in 2026. Prior to joining UBS, Luke was an Infantry Officer for 8 years in the United States Army. Luke spent most of his army life with the 2nd Infantry Division and the 82nd Airborne Division. While in the Army Luke completed Ranger School, Airborne School, Air Assault School, and his Expert Infantryman’s Badge.

Luke commissioned into the army upon graduation from the United States Military Academy at West Point in 2018 with a B.S. in Management.

Luke holds his Series 66 and Series 7 securities licenses.

Luke was Born and raised in Fort Lauderdale, Fl. He Currently lives in Lighthouse Point, Fl with his wife, Ashley, and their 2 Kids. In his free time, Luke enjoys shooting guns, running, boating, and playing board and card games. 

Prior to joining UBS in 2026, Bill Landers was a licensed professional engineer (PE), working for Boeing, Lockheed Martin, and Northrop Grumman.  Bill earned a M.S. in Aerospace Engineering from the University of Michigan in 2013 and B.S. degrees in Aerospace Engineering and Mechanical Engineering from the University of Florida in 2011. 

Bill holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, in addition to his Series 66 and Series 7 securities licenses. 

Bill was born and raised in Naples, FL.  He currently lives in Melbourne, FL with his wife, Eve, and their 4 kids.  In his free time, Bill enjoys golfing, basketball, aviation (private pilot), and coaching his kids’ sports teams.

Sandi joined UBS in 2017 as a Client Service Associate, bringing over 30 years of community banking experience and exceptional customer service skills with her.

A Fort Lauderdale native, she achieved an Associates of Arts degree from Broward Community College, and continued at the University of Florida in the Occupational Therapy field.  Both her and her husband enjoy vintage apparel and furniture, and they are both passionate about their antique cars. Sandi and her husband frequently go to car shows around the country.

Originally from Chicago, IL, Michele started working in the financial industry in 1977 with Continental Grain Company where she was formerly a registered commodity futures advisor. In 1979, she relocated to Florida and worked with Shearson American Express for 11 years. Michele joined UBS in 1990. Michele’s many years of experience have provided her with the valuable knowledge and insights needed to serve our clients in a professional and timely manner. In her role today, she specializes in retirement accounts and client onboarding. Michele enjoys photography, gardening and cooking in her free time. Michele holds her Series 7 securities license.

Donna joined UBS in 2008  part-time, providing administrative and team marketing services. She graduated from Northern Illinois University with a BS degree in Nursing in 1986. She started her career in Chicago and continued after moving to Palm Beach County in 1992.  In 1994, Donna became a full-time mother to her daughter Kayli.  She quickly became involved in fund raising efforts to support special needs children, acting as the PTO president for 4 years. Donna obtained a Florida Real Estate License in 2002, providing research and marketing efforts for local area Real Estate Firms.

Donna is a lover of health and wellness, playing the piano, rollerblading, and photography. She remains actively involved with special needs interests in memory of her daughter.