Managing Director–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Education
Credentials
Executive Director
Financial Advisor
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.
Recognized as an industry leader:
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.
Executive Director
Financial Advisor
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.
Recognized as an industry leader:
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.
Senior Wealth Strategy Associate
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.
Senior Wealth Strategy Associate
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.
Senior Wealth Strategy Associate
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.
Senior Wealth Strategy Associate
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.
Team Administrator
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.
Team Administrator
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.
Senior Client Associate
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.
Senior Client Associate
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.
Client Associate
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.
Client Associate
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.
Senior Client Associate
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.
Senior Client Associate
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.
Financial Advisor
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.
Financial Advisor
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.
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.
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.
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