Let's move forward. Together.

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Pat-Picornell-Profile-photo

    Patricia Picornell

    Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • KS
    • MD
    • MI
    • MO
    • NC
    • NJ
    • OK
    • PA
    • SC
    • TX
    • VA
    • VT

    Pat grew up in a military family, living throughout the United States and in Europe. Her education includes the United States Military Academy at West Point and Florida Institute of Technology, graduating with a Bachelors Degree in Electrical Engineering. She began her financial services career in Washington, D.C. as a financial advisor with First Union Investment Services. Following six years in the capital area, she returned to Melbourne in 1999, joining the firm of A.G. Edwards, Inc. In 2008 she joined UBS Financial Services, forming the Sterling Wealth Management Group.

    Pat holds a Series 7, 63 and 65 security licenses as well as licenses for life, accident and health insurance and variable annuities. Pat holds the designations of Certified Financial Planner®.

    Pat is married to Francisco. She also holds her pilots license and is active in the General Aviation community. She currently is on the Board of Directors for the Melbourne Pilots Association.

        • CERTIFIED FINANCIAL PLANNER™
        6905 N Wickham Road
        2nd Floor
        Melbourne, FL 32940
      • Ellen-Lausterer-Profile-Photo

        Ellen Lausterer

        Senior Client Associate

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        • FL
        • VT

              6905 N Wickham Road
              2nd Floor
              Melbourne, FL 32940

            The Year Ahead - Sustainable Investing

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            For needs that go beyond your own—to help you improve the lives of others

            What will your legacy be?
            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

            Learn more at ubs.com/wealthway.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

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