Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Thomas Cleary

Senior Vice President–Investments

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • 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. 

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

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

Email Me

tom.cleary@ubs.com
Thomas Cleary
201 North New York Avenue,Winter Park,FL,32789

Robert Whittington

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
201 North New York Avenue
Suite 300
Winter Park, FL 32789

Email Me

bob.whittington@ubs.com
Robert Whittington
201 North New York Avenue,Winter Park,FL,32789

Martha Prestin

Senior Client Associate

Registered States:
  • AL
  • CA
  • CO
  • FL
  • GA
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WI
201 North New York Avenue
Suite 300
Winter Park, FL 32789

Email Me

martie.prestin@ubs.com
Martha Prestin
201 North New York Avenue,Winter Park,FL,32789

Carmen Rivera

Wealth Management Associate

Registered States:
  • AL
  • AR
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
390 North Orange Ave
Orlando, FL 32801

Email Me

carmen.rivera@ubs.com
Carmen Rivera
390 North Orange Ave,Orlando,FL,32801