Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Thomas Cleary

    Thomas Cleary

    Senior Vice President–Investments

    Financial Advisor

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    • Barron's Top 1,000 Financial Advisors, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

        201 North New York Avenue
        Suite 300
        Winter Park, FL 32789
      • Robert C. Whittington

        Robert Whittington

        Senior Vice President–Wealth Management

        Financial Advisor

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              201 North New York Avenue
              Suite 300
              Winter Park, FL 32789
            • Martha Prestin

              Martha Prestin

              Senior Client Associate

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                    201 North New York Avenue
                    Suite 300
                    Winter Park, FL 32789
                  • Carmen C. Rivera

                    Carmen Rivera

                    Wealth Management Associate

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                          390 North Orange Ave
                          Orlando, FL 32801

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                        UBS and Credit Suisse—stronger than ever

                        Managing wealth is our craft

                        We’re committed to understanding what wealth means for you.

                        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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                        As of 11/07/2023

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