Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Co-workers

Susan Weidenkopf Watts

Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • SC
  • TN
  • TX
  • VA
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907
  • (239) 277-3630

Email Me

Family (financial) ties

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Are you ready for anything?

A Liquidity strategy can help.

In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

Backed by the strength of UBS

A global leader in wealth management

$3.3 trillion

In invested assets globally 
As of 12/31/2021

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights