Knowledge

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 

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

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

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

Will began his career in Wealth Management at Merrill Lynch before joining UBS in 2008. He works with families and institutions to address a wide spectrum of planning needs. His focus on the team includes financial planning, investment implementation, trade execution, risk monitoring and liability management.

With a constant pursuit of superlative service, he strives to have a meaningful impact on client's lives. He particularly enjoys working with multiple generations of families to help them leave a lasting legacy.

Will is a native of Eastern North Carolina and went to ECU, where he received his degree in Business Administration with a specialization in finance.

Will learned finance at an early age from his father, who has been in the industry for over 30 years. An avid outdoorsman, he enjoys various sports and attending sporting events.

Ashley began her career in wealth management at UBS in Roanoke, VA in 2011. She also spent some time at Wells Fargo Advisors as a Senior Brokerage Associate, then she rejoined UBS in 2022. Ashley has earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning®.

 Providing superior client service is one of Ashley’s top priorities.  She strives to maintain excellent communication during the client onboarding experience and beyond.

 Ashley attended Radford University where she received her Bachelor’s of Business Administration with a concentration in financial planning.  She still resides in her hometown of Roanoke, VA with her husband and 2 children.  Most of her free time is spent cheering on her son at soccer or coaching her daughter’s softball team

Jonathan started his career in financial services in 2015 and joined UBS in 2019.  He has been part of the Summit Group since July of 2023.  Jonathan is responsible for delivering exceptional operational service to our clients on a daily basis.

Jonathan maintains his Series 7 and 66 FINRA registrations.

Maritza was born in Brooklyn, NY and raised in Puerto Rico.  She began her career at UBS in 1990. She relocated to Orlando in January 1997. Maritza has two adult children and 3 grandchildren. When she is not spending time with her family, she enjoys travelling, singing, and dancing. 

Wendy began her career in the Financial Services industry in Orlando, FL at PaineWebber in 1991. With over 31 years of experience, Wendy’s focus is providing our clients with superior service. In addition to the Series 7 and 63, Wendy holds the Life, Health, and Variable Annuity Insurance 2-15 license.

Wendy lives in Winter Park, FL with her husband. She enjoys boating, RVing, and spending time with family and friends.

Richard began his career in the Financial Services industry in 2011. With a B.S. in Business and Information Management obtained in 2016 from Seminole State College, Richard has been following his father’s footsteps and learning every step of the way. For over 10 years, Richard has been a student of UBS and looks forward to continuing to learn from the impactful environment the company has cultivated.

Born and raised in Florida, Richard holds experience in radio and television broadcasting which he used to work as a national DJ for a short time before continuing his artistic endeavors in writing and video game design. Richard finds joy in rescuing and volunteering at a pet rescue