An experienced and committed team

We concentrate on delivering personal strategies for wealth management shaped by a thorough understanding of your needs and aspirations. We have extensive experience assisting clients to formulate and implement solutions focused on:

  • Retirement income planning
  • Tax minimization strategies
  • Risk and liability management strategies
  • Strategic philanthropy strategies
  • Estate planning considerations


Current and future assets are analyzed, liabilities weighed and estate planning strategies implemented. Periodic reviews enable us to keep your investment strategy aligned with your goals, proactively proposing and implementing solutions tailored to your risk profile.

Your financial life encompasses much more than the current markets. It includes your goals for the future and how you want to live right now. We will work with you to help you understand how cash flow may impact saving for college and your retirement plans. How credit can work in concert with your portfolio strategy. And how protecting your assets today can preserve your legacy tomorrow.

Today, more than ever, we believe a holistic wealth management approach—one that addresses your entire financial life—is essential in helping you realize your ultimate dreams.

Our goal is to utilize our knowledge and resources to deliver sophisticated investment strategies and an exceptional experience to every client.

Raymond Klahne

Vice President–Wealth Management

Senior Portfolio Manager

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. After completing the Florida State University Certificate in Financial Planning Program, he received his CERTIFIED FINANCIAL PLANNER (TM) (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. 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

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • KY
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NY
  • OH
  • OK
  • PA
  • TX
  • VA
  • WA
  • WI

Education

  • Indian River State College, Associate of Arts (A.A.)
  • Florida State University, Certificate in Financial Planning

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Philanthropy
Legacy planning
Custom portfolios
712 South East Ocean Boulevard
Ground Floor
Stuart, FL 34994

Email Me

ray.klahne@ubs.com
Raymond Klahne
712 South East Ocean Boulevard,Stuart,FL,34994

Terri is a Wealth Management Associate who joined the Stuart, Florida office of UBS in 2007. Prior to joining UBS, she was a Senior Associate at Merrill Lynch since 2000. Terri's responsibility is to provide operational and administrative support to GK Group's daily business practices while maintaining risk awareness and regulatory knowledge. Terri's objective is to enhance the client experience by anticipating client needs, resolving their problems and following through to provide exceptional service. Terri volunteers with Dogs and Cats Forever and Creature Safe Space. She resides in Port St. Lucie, Florida with her husband, Jim.

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