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Jason Stephens is Managing Director with The Stephens Group, which began in 1999. With over 25 years of experience as a wealth advisor, Jason has spent the past 18 years in the Private Wealth Management division at UBS. He and his team focus on delivering highly customized financial strategies to a select group of affluent families, addressing every facet of wealth management — including liability management, trust and estate planning strategies, business succession, tax-efficient strategies, and philanthropic planning.

Beyond his professional achievements, Jason is a dedicated community leader and philanthropist. He currently serves as Chapter Chair of YPO Naples, a chapter he co-founded in 2023 as part of YPO Southwest Florida. His charitable endeavors include serving as Vice President and Trustee for the SWFL Children's Charity and participating in the "Take a Soldier Fishing" charity event in Southwest Florida. Jason has also served as the 2019 Chair and Executive Leadership Committee member for the American Heart Association's Heart Ball in Southwest Florida and is a proud supporter of the Boys and Girls Club of Collier County, Neighborhood Health Clinic, and David Lawrence Centers for Behavioral Health.

Jason earned a B.S. degree in finance from the University of Florida’s Warrington School of Business and his Investment Consultant Designation from the Wharton School of Business. In addition, Jason is a Certified Financial Planner (CFP®).

In his personal time, Jason enjoys golf, boating, baseball, and fishing. An avid tennis player, he was formerly ranked at the 4.5 level by the Florida USTA. Jason also enjoys traveling and cherishes time with his wife, Kelly, and their four children: Tyler, Austin, Madelyn, and Nolan. The Stephens family has been an integral part of the Naples, Florida, community for over 35 years.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

• Barron's Top 1,000 Financial Advisors, 2009The 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, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes America's Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Florida’s Warrington School of Business , Bachelor of Science
• University of Pennsylvania’s Wharton’s School of Business, Investment Consultant Designation

• Private Wealth Advisor
• CERTIFIED FINANCIAL PLANNER

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Mic is an Executive Director and partner in The Stephens Group within UBS Private Wealth Management. Mic provides portfolio management solutions, comprehensive financial planning and advises on estate and trust issues.

Mic has over 20 years of financial services experience, joining UBS in 1999. Mic has held many leadership positions at UBS including Sales Manager and Complex Director in Northeast Ohio and Western Pennsylvania. In these roles he worked closely with business owners and senior executives and was responsible for a team of 150+ financial advisors managing in excess of $20 Billion in client assets. He was also a three time recipient of the UBS Leadership Recognition Council Award. Mic earned a B.A. from John Carroll University and his law degree from William Mitchell College of Law.

Mic is an active supporter of numerous organizations including Make-A-Wish, The American Heart Association and Artis-Naples. He has served on the boards of Susan G. Komen of Northeast Ohio, Pepper Pike Civic League, and on the Boler School of Business Dean’s Advisory Board at John Carroll University. He and his wife Hallie have two young daughters and live in Naples. Mic enjoys spending time with his family, is an avid golfer and a lifelong fishing enthusiast.

• Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Private Wealth Advisor

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Brett is a Business Development Specialist for the Stephens Group focusing his efforts on client acquisition and business analytics. In addition, he assists in the preparation of comprehensive financial plans and portfolio reviews. Brett holds his Series 7 and 66 licenses.

Brett earned his degree from Florida State University where he majored in Economics and Sport Management. Previously, he worked for an economic consulting firm in North Florida providing data management and audit services.

Brett is involved with the charity SIDES, an organization that helps children and families who are suffering from pediatric cancer. Brett, a native of Southwest Florida, enjoys golf, traveling, and chess in his free time.

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Mike is a Wealth Management Analyst and sits on The Stephens Group investment committee as lead analyst.  Utilizing a combination of strategic and tactical asset allocation strategies, Mike develops custom investment allocations designed to control risk and maximize after tax returns.  With a personalized approach, he works with investors to find a balance between their risk tolerance, time horizon, and liquidity needs to achieve their financial goals.

Mike has earned the Bachelor of Science degree in finance from Arizona State University's W.P. Carey School of Business. He brings 12 years of financial industry experience to UBS Private Wealth Management, working previously as a derivatives portfolio manager in Chicago and as Senior Consultant with Northern Trust. In addition, Mike has earned the coveted Chartered Financial Analyst® (CFA) designation, a highly respected credential in the financial industry which focuses on investment research and portfolio management while adhering to the highest ethical and professional standards.

Mike is a member of CFA Institute and CFA Society Naples.  He and his wife Kristen have two young sons and live in Naples. Together, Mike & Kristen enjoy playing golf and tennis. Mike is also an avid fisherman and looks forward to teaching his sons to be the same.

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Jeff has led The Stephens Group client operations for the past 16 years of his career. He is a graduate of the University of South Florida and prior to joining the Stephens Group Jeff was a Vice President at a major Wall Street competitor in Southwest Florida.

Jeff addresses a range of administrative and operational efforts for the team. Responsibilities include beneficiary reviews, wires, account maintenance, securities processing, and managing client online account data.

During his free time, Jeff enjoys fishing, scuba diving, the outdoors, and spending time with his family and friends. In addition Jeff is an avid Aquarist and has resided in Southwest Florida for over 40 years.

April is a Client Service Associate-Team Event Specialist for The Stephens Group Private Wealth Management Team. April coordinates the Stephens Group’s marketing and client service efforts in addition to client development.

April brings 20 years of financial industry experience and is the focal point of contact for our clients. April plays integral role in implementing the communications for The Stephens Group through branding, messaging, and strategic marketing that support the teams mission and maintaining the highest level of service to our clients.

April is an active supporter of organizations including, The Boys & Girls Club of Collier County and Track to Trail animal welfare organization, dedicated to rehab & rehoming Ex racehorses. April has resided in Naples for over 16 years, during her free time she enjoys traveling, and spending time with her family and friends. 

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Ryan has studied at Ave Maria University and the University of South Florida. Prior to joining the Stephens Group Ryan was a Customer Service Representative at a local hospitality establishment in Southwest Florida.  Ryan maintained secure data and implemented a cloud based management software system for a national recruiting network.

Ryan’s responsibilities at the Stephens Group include client first follow up on all service items including money transfers, IRA contributions and distributions, credit lines and bill payments along with personalized banking services and record keeping.

During his free time, Ryan enjoys boating, working out and spending time with his family and three dogs. Ryan resides in Estero and is a lifelong Florida resident.

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Cindy is a Senior Registered Client Service Associate for The Stephens Group. Cindy brings close to 20 years in the financial services industry with 12 of those years at UBS. Cindy provides clients with personalized private banking services including cash management, wire disbursements, bill payment and processing while maintaining the industries highest level of client security. 

Cindy is a graduate of Adelphi University with a degree in Psychology and holds her series 7 and 66 securities licenses along with being a notary public. Her interests include photography, art, literature, paddle boarding and preparing healthy meals for her husband and son.  She is an active volunteer for the Juvenile Diabetes Foundation (JDRF) and has worked on fundraising events throughout her career.

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Tyler is a Financial Advisor at the Stephens Group in Naples, focusing on client acquisition and premier servicing of our valued clients. Tyler’s thorough advice and guidance takes a holistic approach to each client’s investment plan. 

Tyler earned his degree from Elon University where he majored in Policy Studies with a minor in Business Administration. He began his career at UBS’s Wealth Advice Division out of Charlotte, North Carolina before transitioning to UBS’s Corporate Stock Option Division.  While at the Corporate Stock Option Division Tyler serviced clients in more than 20 countries educating executives on their stock incentive plans while sitting on the global trading desk. Tyler holds his series 7, series 63, and series 66 licenses.

As a native of Naples, Tyler has been involved in numerous local charitable organizations most recently with the non-profit, Habitat for Humanity of Southwest Florida.  Habitat for Humanity provides homeownership opportunities for families who are less fortunate. In his free time Tyler enjoys boating, tennis and golf.