An experienced and committed team

Ray is a Vice President - Wealth Management who joined the Stuart, Florida office of UBS in 2008. Prior to joining UBS, he worked as a Wealth Management Advisor at Merrill Lynch since 1991. Ray completed the Florida State University Certificate in Financial Planning Program in 2002 and also holds the UBS designations of Wealth Advisor and Senior Portfolio Manager. Ray concentrates on delivering wealth management strategies for high-net-worth individuals. He resides in Palm City, Florida with his wife, Sue.

Personal & Community:

Past President, Audubon of Martin County

Member, Appalachian Long Distance Hikers Association

Member, Appalachian Trail Conservancy

Member, Pacific Crest Trail Association

Member, Continental Divide Trail Coalition

Licenses:

State of Florida, Life, Health Insurance and Variable Annuity Licensed

Series 7, General Securities Representative

Series 63, Uniform Securities State Agent

Series 65, Investment Advisor Representative

Taryn brings eight years of experience in the financial services industry, including four years in banking and four years in wealth management. As a Client Service Associate, she is dedicated to delivering a seamless client experience through responsive communication, personalized service, and a commitment to building lasting relationships.

Taryn earned a Bachelor of Business Administration in Entrepreneurship from Florida Atlantic University, combining a strong academic foundation with years of hands-on experience in the financial services industry. Originally from Palm Beach County, she now resides in Port St. Lucie and takes pride in providing the professionalism, attention to detail, and reliability that clients can expect throughout their financial journey.

Outside of the office, Taryn enjoys traveling, exploring new culinary experiences, and spending time with her family and pets.