Lasting relationships. For all that matters.

Private Wealth Management

A planning-based approach with an emphasis on risk management

The Maurillo Rhodes Group is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities, whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy. Our team is committed to each generation of your family.

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Down the Middle

Join Michael Rhodes and Nicholas Maurillo as they discuss the potential benefits of Florida Residency. Watch the videos and listen to the podcasts below as they discuss topics relevant to Florida residents. From tax strategies to current health trends, “Down the Middle” is here to help you live your best life.

Helping guide individuals and families

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

family on beach

Creating a legacy for your family’s future

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Estate planning strategies

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Retirement planning

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Approach your financial future with confidence

Comprehensive services for non-profit organizations

We work with investment committees and governing bodies of foundations, endowments, institutions and associations to help provide education on philanthropy, practical solutions and tax-efficient investment strategies for creating a meaningful and lasting legacy.

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The good news is, you’re succeeding

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Michael Julian Rhodes

    Michael Rhodes, PWA, CEPA

    Senior Vice President–Wealth Management

    Institutional Consultant

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • WA
    • WI

    Mike has decades of experience working with families of substantial means and high-profile executives, helping them simplify their financial lives, while also seeking to optimize their wealth. He works closely with his clients to develop a strategic and holistic financial plan and to build an investment portfolio tailored to their unique needs and aligned to their goals, implementing a “family wealth” approach. Mike leads a team that is fully focused on transparent and regular communication, providing high-touch, white glove service, tapping into the full spectrum of insight and resources at UBS, one of the world’s largest wealth managers, to deliver customized solutions and astute advice.

    Personally, Mike supports several causes that are meaningful to him and his work with clients, including The Bobby Nichols Foundation, which helps support abused and at-risk children in Southwest Florida. Mike and his wife Erin live in Fort Myers, FL with their two daughters Cayla and Payton. They love spending quality time together as a family, enjoying activities like golf and tennis, as well as spending time on the beautiful Florida Gulf.

    • Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The 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, 2024, 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.

      • Institutional Consultant
      • Private Wealth Advisor
      • Senior Portfolio Manager
      801 Laurel Oak Drive
      Suite 500
      Naples, FL 34108
      michael.rhodes@ubs.com
      Michael Rhodes, PWA, CEPA
      801 Laurel Oak Drive,Naples,FL,34108
    •  Nicholas Maurillo

      Nicholas Maurillo, CIMA

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • NC
      • NE
      • NH
      • NJ
      • NV
      • NY
      • OH
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WI

      Nick has over 40 years of wealth management experience. Prior to joining UBS in 2009, he was associated with Morgan Stanley. His area of focus includes portfolio management, estate planning, private equity and fixed income investing of both taxable and tax-free bonds.

      Nick is a graduate of Windham College with a Bachelor of Arts in Psychology. He also received a master’s degree in counseling from Antioch University. Nick has completed the Advanced Account Executive course at Wharton School of Business and holds his Series 7, 63, 65, 31 and life, health, and variable contracts licenses.

      • Forbes Best-in-State Wealth Advisors, 2019, 2020The 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.

        • Certified Investment Management Analyst
        • Private Wealth Advisor
        12800 University Drive
        Ft. Myers 128
        Fort Myers, FL 33907
        nick.maurillo@ubs.com
        Nicholas Maurillo, CIMA
        12800 University Drive,Fort Myers,FL,33907
      •  Nicholas T. Maurillo III

        Nicholas Maurillo, PWA, ChFC

        Senior Vice President–Wealth Management

        Private Wealth Advisor

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • NC
        • NE
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VI
        • WA
        • WI

        Nicholas began his career at UBS over 15 years ago. As a Chartered Financial Consultant® and Private Wealth Advisor, he focuses on all aspects of comprehensive wealth management, including investments, insurance and multi-generational wealth transfer.  He also works with internal and external professional advocate alliances to ensure that each client has the very best possible support for their estate planning, tax and insurance needs.

        Nicholas is a graduate from Auburn University with a Bachelor of Science in Finance, he also received a scholarship for playing men's tennis for the Auburn Tigers throughout his college career.  He holds his Series 7, 66, 31 and life, health, and variable contracts licenses. Nicholas was born and raised in Fort Myers, FL and enjoys spending time with his wife Victoria and their two small children. His major interests are tennis, golf, pickleball and fishing.

        • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
        • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The 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, 2024, 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 Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in August 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.

          • Private Wealth Advisor
          • Chartered Financial Consultant
          8000 Health Center Blvd.
          Bonita Springs, FL 34135
          nicholas.t.maurillo@ubs.com
          Nicholas Maurillo, PWA, ChFC
          8000 Health Center Blvd.,Bonita Springs,FL,34135
        • Melissa

          Melissa Daugherty

          Wealth Management Associate

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • IA
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • NC
          • NE
          • NH
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI

          Melissa joined The Maurillo Rhodes Group in 2024. She began her career in the financial services industry in 2012. Melissa leads our team in administrative and operational support bringing a wealth of experience, skill, and knowledge to all situations. As a primary point of contact, she uses her expertise to build relationships, anticipate client needs, navigate complex problems, and deliver exceptional service. Her dedication to the overall client experience is unparalleled.

          Melissa graduated from the University of Central Florida with a Bachelor of Science in business administration, majoring in finance. She holds her Series 7 and 66 securities licenses, as well as Florida life, health, and variable contracts licenses. Melissa resides in Fort Myers with her husband, Kevin, and their young son and dog. She enjoys going to the beach, traveling, and spending time with family and friends.

                12800 University Drive
                Ft. Myers 128
                Fort Myers, FL 33907
                melissa.daugherty@ubs.com
                Melissa Daugherty
                12800 University Drive,Fort Myers,FL,33907
              • Michelle Fier

                Michelle Fier

                Senior Client Associate

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                • FL

                Michelle has been in the financial services industry since 2007. She joined The Maurillo Rhodes Group in 2022. She is passionate about providing exceptional client service. Her primary responsibilities are to provide operational, administrative and marketing support to the team. She enjoys organizing and attending client events.

                Michelle earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Merrimack College in North Andover, Massachusetts. Michelle and her husband have two young boys, and she is active in their school and sports. She enjoys biking, cooking, traveling and the outdoors. 

                      12800 University Drive
                      Ft. Myers 128
                      Fort Myers, FL 33907
                      michelle.fier@ubs.com
                      Michelle Fier
                      12800 University Drive,Fort Myers,FL,33907

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $6.9 trn

                    UBS Group invested assets
                    As of 10/29/2025

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

                    Texas

                    Donor-advised funds

                    Year-end charitable giving

                    As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

                    For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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