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Perspective: What a century of collective experience can deliver

Today you need more than information. You need the guidance of advisors who provide perspective that puts information into a context that is relevant to you, your needs and your life.

At the Stephens Group we strive to:

  • Understand your individual needs, goals and tolerance for risk so that you will feel confident in the financial decisions you make
  • Recommend solutions designed to help pursue your wealth planning needs
  • Work with you to implement these recommendations
  • Adjust these strategies as needed, to suit your changing needs
  • Act on your behalf with integrity and respect for your concerns and privacy
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  •  Jason Stephens

    Jason Stephens

    Managing Director–Wealth Management

    Financial Advisor

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    Jason founded The Stephens Group in 1999. As a select member of UBS Private Wealth Management, Jason and his team deliver customized and comprehensive solutions to a limited number of affluent investors. They address the full spectrum of wealth management needs, including liability management, trust and estate planning, tax management and philanthropic strategies.

    An avid supporter of many local organizations and charities, Jason served as Vice President and Trustee for SWFL Children's Charity and as a participant in the Take a Soldier Fishing event held in Southwest Florida. He was the 2019 Chair and head of the Executive Leadership Committee member for Southwest Florida's American Heart Association’s Heart Ball, a past patron to Boys and Girls Club of Collier County, Neighborhood Health Clinic and David Lawrence Center for Mental Health and Substance Abuse Services.

    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 free time Jason enjoys golf, boating, baseball and fishing. Jason is an avid tennis player, formerly ranked in the Florida USTA (4.5 level). He also enjoys traveling and spending time with his wife Kelly and children Tyler, Austin, Madelyn, and Nolan. Jason and family reside in Naples, Florida and have spent over 30 years in the Southwest Florida area.

    • 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
      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, 2022The 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, 2022The 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.
    • On Wall Street – Top 40 Advisors Under 40, 2014The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.

    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

    • University of Florida’s Warrington School of Business , Bachelor of Science
    • University of Pennsylvania’s Wharton’s School of Business, Investment Consultant Designation
    • CERTIFIED FINANCIAL PLANNER™
    801 Laurel Oak Drive
    Suite 500
    Naples, FL 34108
  • Michael Lundon

    Michael Lundon

    Executive Director

    Branch Manager

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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.

      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

          801 Laurel Oak Drive
          Suite 500
          Naples, FL 34108
        • Brett Schumbacker

          Brett Schumbacker

          Senior Wealth Strategy Associate

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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.

            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

                801 Laurel Oak Drive
                Suite 500
                Naples, FL 34108
              • Travis Lazaroff profile pic

                Travis Lazaroff

                Financial Advisor

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                Travis is a Financial Advisor with The Stephens Group within UBS Private Wealth Management. Travis has a pragmatic approach to wealth management and understands that where you are today is the result of thoughtful choices and unwavering decisions. His focus is to build upon your lifetime of achievement. Whether it’s helping you make a lasting philanthropic impact or educating your children about the responsibilities that come with great wealth, Travis is committed to delivering the vast resources of Private Wealth Management to inform your vision, enrich your journey and transform all you’ve achieved into a legacy that lives on for generations to come.

                Travis gained experience in the financial industry while working as an equity derivatives broker on Wall Street in New York City, focusing on index and single stock options. In this role, he was an integral contributor to one of the largest global inter-dealer brokerage firms, working closely with banks, hedge funds, and market makers to help source liquidity and mitigate risk. This role laid a foundation for Travis to understand the importance of risk management and how to properly navigate capital markets.

                Community is very important to Travis and his family, and he is a supporter of multiple charities and local organizations in Collier County. Travis serves as the assistant coach to the Gulf View Middle School Lacrosse team. He also works closely with developing the youth lacrosse program in Naples through volunteering with the Faceoff Club Of Naples. Travis and his wife, a corporate defense attorney, reside in Naples and enjoy boating, golfing, and tennis in their free time.

                 

                 

                 

                  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

                      801 Laurel Oak Drive
                      Suite 500
                      Naples, FL 34108
                    • Michael Heiser

                      Michael Heiser

                      Senior Wealth Strategy Associate

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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.

                       

                        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

                            801 Laurel Oak Drive
                            Suite 500
                            Naples, FL 34108
                          • Jeffrey Pierce

                            Jeffrey Pierce

                            Team Administrator

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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.

                              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

                                  801 Laurel Oak Drive
                                  Suite 500
                                  Naples, FL 34108
                                • April Taube hs

                                  April Taube

                                  Senior Client Associate

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                                    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. 

                                      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

                                          801 Laurel Oak Drive
                                          Suite 500
                                          Naples, FL 34108
                                        •  Ryan Stewart image

                                          Ryan Stewart

                                          Client Associate

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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.

                                              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

                                                  801 Laurel Oak Drive
                                                  Suite 500
                                                  Naples, FL 34108
                                                •  Cindy Fabiano Farber image

                                                  Cindy Fabiano Farber

                                                  Senior Client Associate

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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.

                                                    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

                                                        801 Laurel Oak Drive
                                                        Suite 500
                                                        Naples, FL 34108

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