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Manish joined UBS in 2008 from Merrill Lynch, where he served as a Resident Director. Early on in his career in wealth management at Morgan Stanley, he developed a focus on advising clients with significant wealth. Drawing on his extensive experience, Manish now develops personalized strategies to address the complex needs of high net worth clients and institutions. 

Manish is a CFA® charterholder and CFP® professional. He attended the Wharton School of Business at the University of Pennsylvania for executive education. Manish received his PGDBA (Post Graduate in Business Administration) in Finance & International Business in India and was awarded his school's highest academic honor for excellence. His focus was on Computer Science, Physics and Mathematics during his BS.

Outside of the office, Manish enjoys spending time with his two young daughters and staying active through a variety of fitness pursuits. His passion for wellness extends beyond fitness to include health and nutrition. An avid traveler, he is always eager to explore new destinations and experience different cuisines.

California Insurance License number 0I1920 

• Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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, 2025, 2026The 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.
• Forbes Top Wealth Management Teams & Forbes Top Private Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• UBS Wealth Management Pinnacle Council, 2024, 2025, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• CERTIFIED FINANCIAL PLANNER
• Chartered Financial Analyst
• Institutional Consultant, UBS Institutional Consulting Program
• Senior Portfolio Manager
• Private Wealth Advisor

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Paul has more than three decades of experience in banking, investment management, and risk management. Throughout his career, he has held leadership and advisory roles with some of the industry’s most respected institutions, including UBS Financial Services, Commerce Investment Corp., SunTrust Securities, Smith Barney, and Wachovia. Drawing on this extensive background, Paul partners with high-net-worth and ultra-high-net-worth families, corporations, and philanthropic organizations across the country, providing comprehensive financial planning and portfolio management strategies tailored to their unique goals.

Paul earned a Bachelor of Arts in Economics with a minor in Spanish from Centre College of Kentucky. His professional credentials include the Wealth Advisor designation, Life & Health licensure, and FINRA Series 7, 63, 65, 24, 9, and 10 licenses, reflecting his deep commitment to excellence and client service.

Beyond the professional arena, family remains at the center of Paul’s life. Paul and his wife Beth have shared more than 27 years of marriage and are proud parents of three adult children. Continuing a family tradition of service and excellence, their son Crawford is also a valued member of the Summit Group team. When not working with clients, Paul and Beth enjoy spending time with family, exploring the outdoors, playing tennis, skiing, and making memories with their beloved cockapoo, Sammy.

California Insurance License number 2011299

• Forbes Best-in-State Wealth Advisors, 2026The 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, 2025, 2026The 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.
• Forbes Top Wealth Management Teams & Forbes Top Private Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Centre College, B.A. Economics

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Rick began his career as a Financial Advisor with PaineWebber in 1991 and has spent more than three decades helping clients navigate complex financial decisions. Since joining UBS in 2008 from Merrill Lynch, Rick has focused on developing comprehensive wealth management strategies for individuals and families. He specializes in utilizing UBS financial planning tools to create customized investment and estate planning roadmaps, supported by a disciplined process of regular reviews to help clients stay aligned with their evolving goals and objectives.

Rick graduated from the University of Central Florida with a degree in Political Science and a pre-law emphasis. He takes pride in building long-term relationships and serving as a trusted resource for clients as their needs evolve over time.

Outside of the office, Rick enjoys spending time with his wife, Maureen, to whom he has been married for more than 41 years. Together they have two adult children, including their son Richard, who is also a member of The Summit Group team, and their daughter Vincenza, a college professor in New Hampshire. They share their home with their beloved bulldog and remain dedicated supporters of dog rescue organizations.

California Insurance License number 0C56669

• Forbes Best-in-State Wealth Management Teams, 2023, 2025, 2026The 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.
• Forbes Top Wealth Management Teams & Forbes Top Private Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• University of Central Florida, B.A. Political Science

• Portfolio Manager

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PJ began his career as a Financial Advisor in 1997 and has spent his career helping individuals and families build, preserve, and transfer wealth. Since joining UBS in 2008, he has specialized in asset management, multigenerational wealth preservation, wealth transfer strategies, and philanthropic planning. Drawing on his extensive experience, PJ helps clients develop strategies designed to support both their current financial goals and long-term legacy objectives.

PJ earned his Master of Business Administration in Finance from the University of Central Florida. Originally from Mumbai, India, he received his bachelor's degree in Accounting from the University of Bombay. While pursuing his undergraduate studies, he worked within his family's Chartered Accounting practice, overseeing the internal audit department.

Outside of the office, PJ enjoys spending time with his wife, Tracey, and their three adult children. They reside in Lake Mary, Florida, along with their dog, Teddy. PJ enjoys exploring new restaurants and experiencing different cuisines, and he has a long-standing passion for automobiles and automotive culture.

California Insurance License number 0C57246

• Forbes Best-in-State Wealth Advisors, 2025, 2026The 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, 2025, 2026The 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.
• Forbes Top Wealth Management Teams & Forbes Top Private Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.

• University of Central Florida, M.B.A. Finance
• University of Bombay, B.A. Accounting

• Senior Portfolio Manager

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Will began his career in Wealth Management at Merrill Lynch before joining UBS in 2008. He works closely with families and institutions to understand what matters most to them and help them navigate the complexities of managing and preserving their wealth. Will takes pride in developing meaningful, long-term relationships with his clients and especially enjoys working with multiple generations of families as they plan for the future, preserve what they have built and create a lasting legacy.

A native of Eastern North Carolina, Will earned his degree in Business Administration with a specialization in Finance from East Carolina University. He holds the Chartered Retirement Planning Counselor (CRPC™) designation and maintains his FINRA Series 7 and Series 66 licenses.

Will and his wife have one daughter. Outside of work, he enjoys spending time with family, being active in his church, cooking and traveling.

• East Carolina University, B.B.A. Finance

• Chartered Retirement Planning Counselor

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Ashley began her career in wealth management with UBS in Roanoke, Virginia, in 2011. After gaining additional industry experience as a Senior Brokerage Associate with Wells Fargo Advisors, she rejoined UBS in 2022. Ashley is committed to providing a high level of client service and strives to create a seamless experience through clear, consistent communication, from the onboarding process through each stage of the client relationship.

Ashley earned her Bachelor of Business Administration with a concentration in Financial Planning from Radford University. She holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and maintains her FINRA Series 7 and Series 66 licenses.

A native of Roanoke, Ashley continues to call the area home with her husband and two children. Much of her time is spent cheering on her son at soccer games and coaching her daughter’s softball team.

• Radford University, B.B.A. Financial Planning

• Chartered Retirement Planning Counselor

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Jonathan began his career in financial services in 2015 at Merrill Lynch and joined UBS in 2020. He has been a member of the Summit Group since July 2023, where he is responsible for delivering exceptional operational service to clients on a daily basis. He takes pride in being responsive and thorough, helping clients navigate their needs efficiently while providing a consistent and reliable level of support.

Jonathan earned his Bachelor’s in Interdisciplinary Studies from Trinity College of Jacksonville, with focuses in History and Music. He also maintains his FINRA Series 7, 63 and 65 registrations.

Originally from North Carolina, Jonathan now resides in Jacksonville with his wife and three children. In his free time, he enjoys reading, going to theme parks, listening to history podcasts, and spending quality time with his family.

• Trinity College of Jacksonville, B.S. History & Music

Maritza began her career with PaineWebber in 1990 and relocated to Orlando in 1997. As a Senior Client Associate, she plays an integral role in supporting both the team and its clients. Her depth of experience and familiarity with the many facets of wealth management allow her to anticipate needs, navigate complex requests, and help ensure clients receive a consistently high level of service.

Over the course of her career, Maritza has become a trusted resource for both clients and colleagues. She takes pride in being someone others can rely on, whether assisting clients with important needs or helping the team work through the details behind the scenes.

Born in Brooklyn, New York, and raised in Puerto Rico, Maritza eventually made Orlando her home, where she raised her family. Today, she enjoys spending time with her two adult children and four grandchildren, as well as traveling, singing, and dancing.

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Wendy began her career in the financial services industry with PaineWebber in Orlando, Florida, in 1991. With more than three decades of industry experience, she is dedicated to providing clients with a high level of personalized service. One of the most rewarding aspects of her career has been the lasting relationships she has built with clients over the years.

Wendy maintains her FINRA Series 7 and 63 registrations, along with her Life, Health, and Variable Annuity Insurance 2-15 license. Her professional experience and industry knowledge allow her to serve as a valuable resource to both clients and the team.

Wendy resides in Winter Park, Florida, with her husband, Richard. In her free time, she enjoys boating, RVing, and spending quality time with family and friends.

Richard began his career in the financial services industry in 2011. Following in his father’s footsteps, he has developed a strong appreciation for the industry and strives to use his experience to support the team and provide clients with attentive, dependable service.

Richard earned his Bachelor of Science in Business and Information Management from Seminole State College in 2016. He also has experience in radio and television broadcasting and previously worked as a national DJ, giving him a unique background that complements his experience in financial services.

Born and raised in Florida, Richard enjoys pursuing creative interests, including writing and video game design. He also has a passion for animals and enjoys volunteering with a local pet rescue.

• Seminole State College, B.S. Business and Information Management

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Jay began his career in finance in 2023 before transitioning to wealth management in 2026 when he joined The Summit Group. He is passionate about building meaningful relationships and creating a positive experience for the individuals and families he serves. He enjoys getting to know clients on a personal level and believes that trust, communication, and reliability are at the heart of every successful relationship.

Jay holds his FINRA Series 7, 63, and 66 licenses, as well as the Florida 2-14 Life Insurance and Variable Annuities license. He is also a commissioned Notary Public in the State of Florida.

Originally from Puerto Rico, Jay developed a strong appreciation for family, hard work, and community from an early age. Now based in Central Florida, he enjoys spending time with family and friends, traveling, trying new restaurants, and spending time with his Miniature Schnauzer, Nube, whose name means "cloud" in Spanish.

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After joining UBS as a Wealth Management Intern in 2024, Maddie transitioned into a full-time Client Associate role following her graduation from the University of Wisconsin–Madison. She takes pride in being a reliable point of contact for clients, helping answer questions and address requests with care, responsiveness, and attention to detail.

Maddie earned her Bachelor of Business Administration from the Wisconsin School of Business, with majors in Finance, Investment and Banking & Risk Management/Insurance. She also holds her FINRA Series 7 and Series 66 licenses.

Originally from Minnesota and now living in Florida, Maddie enjoys spending time with friends and family, relaxing at the beach, trying new restaurants, and exploring her new home.

• University of Wisconsin-Madison, B.B.A.. Finance & Risk Management

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Crawford joins the Summit Group as a Client Associate after spending the past three years as an environmental consultant with Environmental Resources Management Inc., the world’s largest pure-play sustainability consultancy, where he developed professional project and relationship management experience in a fast-paced environment. He is excited to bring his analytical and interpersonal background to wealth management and looks forward to supporting the Summit Group alongside his father, Paul.

Crawford earned Bachelor of Arts degrees in Economics and Environmental Sciences from the University of Virginia. He has passed the Securities Industry Essentials (SIE) and Series 66 examinations and is currently pursuing his Series 7 license.

A Virginia native, Crawford recently returned to the Commonwealth with his fiancée to be closer to family. He is an avid fisherman and skier, spending much of his free time on the Chesapeake Bay or in the Blue Ridge Mountains.

• University of Virginia, B.A. Economics & Environmental Sciences