Let's move forward. Together.

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

George Mayer

Senior Vice President–Wealth Management

Financial Advisor

George graduated from Florida Atlantic University in 2003 with a B.A. in Finance and a B.A. in Business Management.  His financial services career began shortly thereafter when he joined Morgan Stanley as a Financial Advisor.  While there, he obtained his FINRA Series 7, 31, and 66 as well as his Life, Health, and Variable Annuity licenses.  He then joined a team at Raymond James where he focused on fixed income investments and insurance.

George joined UBS in 2013 where he became a Portfolio Manager in the Portfolio Management Program.  He believes integrity is what clients value most as he works with select high-net worth individuals to build their legacies.

George is married to Esperanza and is the proud father of his daughter Emma Elizabeth.  He enjoys Crossfit and golfing in his spare time.  George is a member of the Palm Beach Rotary and the Young Friends of the Symphony.

Registered States:
  • AL
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

Education

  • Florida Atlantic University, B.A. in Finance and a B.A. in Business Management

Credentials

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

Email Me

Scott Arentsen, CFA

Senior Vice President–Wealth Management

Financial Advisor

Scott began his financial services career at Morgan Stanley in 2004.  Since that time, Scott's focus has been helping high-net worth individuals and their families both define and achieve their goals.  He believes honesty and transparency are two of the biggest keys to developing and maintaining great business relationships.

In 2014, Scott became a Chartered Financial Analyst®.  The CFA® designation is a globally recognized designation that attests to a charterholder's success in a rigorous and comprehensive study program in the field of investment management and research analysis.

Scott graduated from Florida Atlantic University with a B.A. in Finance.  He holds the FINRA Series 3, 7, 31, and 66 securities licenses as well as the Life, Health, and Variable Annuity licenses.

He is the proud father of two wonderful kids; Ava and Ethan.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
  • WV

Education

  • Florida Atlantic University, B.A. in Finance

Credentials

  • Chartered Financial Analyst®
  • Portfolio Manager
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

Email Me

Erik George Armstrong, CFP, AWMA

Financial Advisor

Erik graduated Cum Laude from the University of South Carolina (Beaufort) in 2014 with a B.S. in Business Administration, while also being an active member of the baseball team.  Erik joined UBS Financial Services, Inc. in 2016, where he began his career in the financial Services industry helping clients plan for the various stages of their financial lives. He holds the FINRA Series 7 and 66 securities licenses as well as Life, Health, and Variable Annuity licenses.

 

In 2018, Erik obtained the CERTIFIED FINANCIAL PLANNERTM  certification which is globally recognized as the standard of excellence for competent and ethical financial planning.  By becoming a CFP® professional, Erik is well-prepared to understand the challenges his clients may experience, as well as the strategies to help combat them.

 

Erik and his wife Mary live in Jupiter, FL where they originally met in high-school. He and his wife enjoy all outdoor activities, fitness, and spending valuable time with friends and family.

Registered States:
  • AL
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
  • WV

Education

  • University of South Carolina, B.S. in Business Administration

Credentials

  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

Email Me

Kathleen Anne "Kathy" Eastwick

Senior Client Associate

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IA
  • ID
  • MA
  • MD
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OK
  • RI
  • SC
  • TX
  • WA
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

Email Me