Your entire financial life

Private Wealth Management

  Palm Beach Wealth Consulting Services

As a dedicated boutique practice within Private Wealth Management with access to the resources of one of the largest global wealth managers, we provide astute solutions to help sustain, grow wealth and preserve your legacy. Because of our perspective, disciplined process and commitment to each generation, we are trusted by families of substantial means to deal with their most sensitive financial challenges.

Diverse clients. Long-lasting relationships.

We also work with a select number of entrepreneurial-minded clients and private business owners who value our ability to speak knowledgeably about their professional ventures. Our end-to-end wealth management solutions address the business and financial needs faced by executives and their families. Finally, our multigenerational approach to wealth means we address every family financial issue ranging from portfolio management to retirement planning to wealth transfer and philanthropy. We focus on providing proven practices for helping to safeguard your family’s wealth.

At the end of the day, you’ll find that our advice is comprehensive, including income planning, asset allocation, risk management, pre-sale (business) planning, lending, insurance, estate planning strategies and philanthropy. Most importantly, though, we are always accessible to you, on your terms.

Our practice is dedicated to gaining a deep understanding of you and your family. By creating a strong working relationship, we develop a strategy that is specific to your unique needs.

- John Castronuovo and Robert DeForest
  • Robert E. DeForest

    Robert E. DeForest, CIMA

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • HI
    • IN
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OK
    • PA
    • TN
    • UT
    • VA
    • VT
    • WA
    • Certified Investment Management Analyst -Wharton School of Business at The University of Pennsylvania 
    • Joined UBS in 2011
    • Started in Industry: 1997 
    • Previous tenures with AIG-Sentra Securities, Wachovia Securities and Merrill Lynch & Co
    • Focus: Lead portfolio manager. Portfolio construction for individuals and institutions, investment manager selection and analysis, discretionary portfolio management, custom investment vehicles.
    • Robert is a member of the Investment Management Consultants Association, which enables him to interact with some of the brightest minds in the industry on a regular basis. Robert was named to the Forbes ‘Best in State’ Wealth Advisor list in 2019-2021. Robert was also featured in Palm Beach Illustrated's “Palm Beach Rising” list in 2012 and he was recognized by the National Association of Board Certified Advisory Practices (South Florida Business Journal) as one of the top wealth managers in South Florida. (2011,2012). Robert is very active in the community, previously serving on the Allocation Committee of the Palm Beach United Way and is also active in the UBS Veteran Mentoring Program.
    • Forbes Best-in-State Wealth Advisors , 2019, 2020, 2021, 2022
      • Private Wealth Advisor
      • Certified Investment Management Analyst®
      1044 N US Hwy 1
      Suite 204
      Jupiter, FL 33477
    • John C. Castronuovo,

      John C. Castronuovo, CFP, CAP, CEPA

      Senior Vice President–Wealth Management

      Private Wealth Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • HI
      • IN
      • MA
      • MD
      • ME
      • MI
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OK
      • PA
      • TN
      • UT
      • VA
      • VT
      • WA
      • B.B.A., University of Miami (FL)
      • Certified Financial Planner
      • Joined UBS in 2007
      • Started in Industry: 1987
      • Previous tenures with First Union, SunTrust and Wachovia Wealth Management
      • Focus: Comprehensive wealth management strategies for select entrepreneurs and business owners, executives and retired executives, as well as charitable organizations. John ensures that the clients plan and financial needs are being met by addressing areas that include asset allocation, estate planning, stock option strategy, wealth transfer issues, philanthropic planning, and pre-business sale planning.
      • John is a member of the Financial Planning Association, East Coast Estate Planning Council and Advisors for Philanthropic Impact, and UBS's Presidents Council, a group that includes some of the firm's top advisors.  He is also a Chartered Advisor in Philanthropy.  John has served as President of Adopt-A-Family of the Palm Beaches, and also donates his time to the American Heart Association
      • Forbes Best-in-State Wealth Advisors , 2019, 2020, 2021, 2022
        • Private Wealth Advisor
        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Advisor in Philanthropy®
        • Certified Exit Planning Advisor
        525 Okeechobee Blvd.
        Suite 1500
        West Palm Beach, FL 33401
      • Tim Smith

        Timothy Smith

        Account Vice President

        Financial Advisor

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        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • MA
        • MD
        • MI
        • NC
        • NJ
        • NV
        • NY
        • PA
        • WA
        • B.S. Banking and Finance Management – Northwood University
        • Started in Industry: 2001
        • Joined UBS in 2008
        • Previous Tenures with Wachovia Securities and JP Morgan Securities
        • Focus: Portfolio manager dedicated to serving Ultra High Net Worth business owners, retired executives and entrepreneurs. Tim has developed personalized investment strategies customized to help balance income, growth and risk for clients and their families. This is achieved through UBS’s world-class product platform coupled with a well-executed plan.
        • Prior to joining Palm Beach Wealth Consulting Services, Tim was a senior team member recognized by Financial Times 2013-2018 and Forbes 2016 & 2017
        • Currently residing in Jupiter, FL, Tim dedicates his time coaching little league baseball through JTAA and visiting hospitalized children with his Golden Retriever via Canine Assisted Therapy.

         

              525 Okeechobee Blvd.
              Suite 1500
              West Palm Beach, FL 33401
            • Mary Galemmo

              Mary Galemmo

              Senior Wealth Strategy Associate

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              • FL
              • Master of Business Administration, Campbell University
              • B.B.A., Campbell University
              • Started in the industry: 2016
              • Joined UBS in 2021
              • Holds Series 7 and 66 Licenses
              • Previous tenure with Abbot Downing
              • Focus: Specializes in managing and servicing relationships for multigenerational families as part of the relationship management team. Her efforts involve a highly interactive, collaborative approach with client families and their advisors. Mary brings a comprehensive understanding of high net worth client’ needs.
                    525 Okeechobee Blvd.
                    Suite 1500
                    West Palm Beach, FL 33401
                  • Dina Lictro

                    Dina Lictro

                    Authorized Officer

                    Senior Wealth Strategy Associate

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                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • DE
                    • FL
                    • HI
                    • MA
                    • MD
                    • ME
                    • MI
                    • NC
                    • NH
                    • NJ
                    • NV
                    • NY
                    • OK
                    • PA
                    • TN
                    • UT
                    • VA
                    • VT
                    • WA
                    • Started in the industry: 1995
                    • Joined UBS in 2000 
                    • Holds Series 7,63 and 55 Licenses
                    • Previous tenures with JP Morgan, Warburg Dillon Read, UBS AG Private Bank, and Merrill Lynch & Co.
                    • First point of contact for Palm Beach Wealth Consulting Services. Oversees the operational and service related aspects of all client relationships. Facilitates trade execution, account transfers, client reporting, web support, and all client related inquiries. Assists clients in fully utilizing the firm's resources for their benefit.
                    • Dina lives in Jupiter, FL with her husband Martin and their four boys.
                          525 Okeechobee Blvd.
                          Suite 1500
                          West Palm Beach, FL 33401
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                          Terri Smith

                          Team Administrator

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                          • AK
                          • AL
                          • AR
                          • AZ
                          • CA
                          • CO
                          • CT
                          • DC
                          • DE
                          • FL
                          • GA
                          • HI
                          • IA
                          • ID
                          • IL
                          • IN
                          • KS
                          • KY
                          • LA
                          • MA
                          • MD
                          • ME
                          • MI
                          • MN
                          • MO
                          • MS
                          • MT
                          • NC
                          • ND
                          • NE
                          • NH
                          • NJ
                          • NM
                          • NV
                          • NY
                          • OH
                          • OK
                          • OR
                          • PA
                          • RI
                          • SC
                          • SD
                          • TN
                          • TX
                          • UT
                          • VA
                          • VI
                          • VT
                          • WA
                          • WI
                          • WV
                          • WY
                          • Started in the industry: 1986
                          • Joined UBS in 2021
                          • Holds Series 7 and 63 Licenses
                          • Previous tenures with AG Edwards, Northern Trust, Wells Fargo, UBS and JP Morgan
                          • Focus: Terri joins our team as Team Administrator, further strengthening our administrative team. She brings 35 years of experience, serving as an Operations Manager and various team administration roles. Terri lives in Lake Worth with her husband Butch, and they enjoy traveling, baking and spending time with their family.
                                525 Okeechobee Blvd.
                                Suite 1500
                                West Palm Beach, FL 33401
                              Navigating every aspect of your financial world

                              Navigating every aspect of your financial world

                              Building a strategy based on your priorities

                              Building a strategy based on your priorities

                              Simplifying your financial planning life

                              Simplifying your financial planning life

                              Community Impact

                              As members of the exclusive Private Wealth Management division of one of the world’s leading wealth managers, our team has direct access to the vast philanthropic resources of UBS. We strive to understand what matters most to you—whether locally or globally—and then help you design a giving program that reflects your vision and your values. Together, we can help bring your charitable goals to life.

                              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