Palm Beach Wealth Consulting Services
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Experience

Makes all the difference

John C. Castronuovo, CFP, CAP, CEPA

Senior Vice President–Wealth Management

Private Wealth Advisor

  • 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

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • TN
  • UT
  • VA
  • VT
  • WA

John C. Castronuovo, CFP, CAP, CEPA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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 Wealth Management Teams, 2023, 2024The 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

John C. Castronuovo, CFP, CAP, CEPA

Credentials

  • Private Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Advisor in Philanthropy®
  • Certified Exit Planning Advisor

John C. Castronuovo, CFP, CAP, CEPA

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

Email Me

John C. Castronuovo, CFP, CAP, CEPA

Senior Vice President–Wealth Management

Private Wealth Advisor

  • 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

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • TN
  • UT
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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 Wealth Management Teams, 2023, 2024The 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

Credentials

  • Private Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Advisor in Philanthropy®
  • Certified Exit Planning Advisor
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

Email Me

Robert E. DeForest, CIMA

Senior Vice President–Wealth Management

Private Wealth Advisor

  • 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 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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • TN
  • UT
  • VA
  • VT
  • WA

Robert E. DeForest, CIMA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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 Wealth Management Teams, 2023, 2024The 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

Robert E. DeForest, CIMA

Credentials

  • Private Wealth Advisor
  • Certified Investment Management Analyst®

Robert E. DeForest, CIMA

1044 N US Hwy 1
Suite 204
Jupiter, FL 33477

Email Me

Robert E. DeForest, CIMA

Senior Vice President–Wealth Management

Private Wealth Advisor

  • 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 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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • TN
  • UT
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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 Wealth Management Teams, 2023, 2024The 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

Credentials

  • Private Wealth Advisor
  • Certified Investment Management Analyst®
1044 N US Hwy 1
Suite 204
Jupiter, FL 33477

Email Me

Mary Galemmo

Account Vice President

Financial Advisor

  • 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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • UT
  • VA
  • WA

Mary Galemmo

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

Email Me

Mary Galemmo

Account Vice President

Financial Advisor

  • 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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • UT
  • VA
  • WA
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

Email Me

Timothy Smith

Account Vice President

Financial Advisor

  • 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.
  • 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.

 

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • WA

Timothy Smith

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

Email Me

Timothy Smith

Account Vice President

Financial Advisor

  • 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.
  • 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.

 

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • WA
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

Email Me

Dina Lictro

Authorized Officer

Senior Wealth Strategy Associate

  • 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.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • TN
  • UT
  • VA
  • VT
  • WA

Dina Lictro

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

Email Me

Dina Lictro

Authorized Officer

Senior Wealth Strategy Associate

  • 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.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • TN
  • UT
  • VA
  • VT
  • WA
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

Email Me

Terri Smith

Team Administrator

  • 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.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • TN
  • UT
  • VA
  • VT
  • WA

Terri Smith

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

Email Me

Terri Smith

Team Administrator

  • 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.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • TN
  • UT
  • VA
  • VT
  • WA
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

Email Me

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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