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We are there for our clients beyond financial advice.
Tim’s moral compass developed early when he was an Eagle Scout. Born into a military family, Tim also learned the importance of discipline and loyalty. Honesty, integrity, and a desire to help others achieve their dreams are just some of the values he has brought to his career as a Financial Advisor.

Tim’s career in finance began 25 years ago. In 2008, he joined UBS after successful careers at Dean Witter and Merrill Lynch in Naples, FL. Today, as Branch Manager of the Melbourne and Winter Haven offices in Florida, Tim oversees operations, as well as the mentorship and development of Financial Advisors.
As a Certified Financial PlannerTM professional, Tim is committed to providing a select group of high-net-worth clients and their families with comprehensive wealth management solutions. His focus is portfolio management and financial plans that take full advantage of the vast resources, tools, and services of UBS. These include, but are not limited to, education funding and wealth management for the next generation, retirement income and estate planning strategies, business succession planning, as well as charitable giving.

What drives Tim to deliver his best on a daily basis is his desire to help his clients beyond their financial goals. He is truly present in their lives as a trusted advisor and as a friend.

Making a difference
Tim is an active member of the alumni association of the University of Florida. In addition, Tim and his family volunteer their time at the Holy Trinity Episcopal Academy.

Outside the office
Tim and his wife, Jodi, enjoy fishing, tennis and golf. They have an active social life that includes membership at the Eau Gallie Yacht Club in Indian Harbour Beach, FL. Their son, Timothy, attends the University of Florida.

• University of Florida, B.S. Finance with minor in Economics

• CERTIFIED FINANCIAL PLANNER™
• Series 7, 9/10, 31, 63 and 65 securities licenses

• FL
• VT

A great financial strategy is only as good as its execution
With over 28 years of experience in the financial services industry, Ellen knows the importance of taking care of details. With a focus on exceptional client service, she supports the team’s Financial Advisors as they execute customized wealth management strategies for clients.

Usually the first to answer inquiries and offer pertinent information to new and existing clients, Ellen is responsible for opening accounts, scheduling meetings, preparing and processing materials and ensuring that the documents are signed and delivered in a timely fashion. Ellen also serves as the Branch Office Administrator for the Melbourne office.

Her administrative skills and operations training came from enlisting in the MA Air National Guard and serving for six years. Ellen also gained experience as the office administrator for a company subcontracted to the Environmental Protection Agency. A master at multitasking, Ellen credits her parents for instilling in her a sense of moral values that include loyalty, reliability, respect and a sense of pride in her work.

Outside the office
Ellen is married and has two adult children. She loves reading and enjoys the great outdoors with her family and two dogs. Ellen loves to hike, especially while geocaching—a way to explore the outdoors with a GPS and connect with others who have left clues and hidden treasure where you least expect it.

• Series 7 and 66 securities licenses