A legacy for generations

The Maurillo Rhodes Group

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

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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.

  •  Nicholas Maurillo

    Nicholas Maurillo

    Senior Vice President–Wealth Management

    Financial 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
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV

    Nicholas has over 30 years of wealth management experience. Prior to joining UBS 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. A graduate of Windham College with a BA in Psychology and a Masters degree in counseling from Antioch University, Nicholas has completed the Advanced Account Executive course at Wharton School of Business and holds Series 7, 63, 65, 31 and Life and Health insurance 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 Consultant
      • Portfolio Manager
      7950 Summerlin Lakes Drive
      Suite 1
      Fort Myers, FL 33907
    •  Nicholas T. Maurillo III

      Nicholas Maurillo

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • 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
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WV

      Nicholas began his career with UBS and The Maurillo Group in July 2011. He is currently a Financial Advisor. He focuses on Legacy Planning and helping individuals plan for early retirement.  He is involved in The Maurillo Groups Investment Strategies, Income Oriented Investments, Non Correlated Assets, Niche Marketing and enjoys working with the teams' 401(k) Plans. 

      Nicholas has earned the Series 7, 66, and 31 securities licenses and Insurance licenses (health, life, variable annuity, and long term care).

      A graduate from Auburn University with his B.S. in Finance, he also received a scholarship for playing men's tennis for the Auburn Tigers throughout his college career.  Nicholas was born and raised in Fort Myers, FL. He enjoys spending time with his wife Victoria and son Nico. Major interests are tennis, golf, and fishing.

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Advisors, 2022The 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.

          8000 Health Center Blvd.
          Bonita Springs, FL 34135
        • Michael Julian Rhodes

          Michael Rhodes

          Senior Vice President–Wealth Management

          Private Wealth Manager

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          • AL
          • 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
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VI
          • VT
          • WA
          • WI
          • WV

          Mike has been advising clients in financial matters for over 20 years with experience at Merrill Lynch, Morgan Stanley and currently UBS Financial Services Inc.  He is originally from Boston, MA and has a degree in Economics from Boston University.  As a Senior Portfolio Manager, he designs personalized client portfolios based upon individual needs and risk tolerance. As an advanced planner, Mike is well versed on important issues such as estate plan construction, tax minimization and retirement income distribution strategies. Mike and his wife Erin live in SWFL with their two daughters Cayla and Payton. 

          • Forbes Best-in-State Wealth Advisors, 2022The 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.

            • Private Wealth Manager
            • Senior Portfolio Manager
            7950 Summerlin Lakes Drive
            Suite 1
            Fort Myers, FL 33907
          • Judith J. McCarthy

            Judith McCarthy

            Senior Client Associate

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            • CA
            • FL
            • IL
            • MI
            • NC
            • NH
            • NJ
            • NY
            • OH
            • WV

            Judy grew up in Syracuse NY, graduating with an Associates Degree in Business after attending SUNY Potsdam and Onondaga Community College.

            She started her career in the financial industry at Onondaga Savings Bank, going through the ranks from Cashier to Customer Service Associate.  In 1984, she married and moved to Fort Myers to get out of the cold and to be closer to some family members.  She started at Morgan Stanley in November 1984 as a wire operator and moved through the different jobs in the operations area until becoming Operations Manager in 1989.  She began working for Nick Maurillo in April 1992 and got her Series 7 and 63 Licenses later that year.  Judy moved over to UBS with Nick Maurillo and his team in January 2009.  She is the Team Administrator and her responsibilities include client services, supervision over junior team members, marketing, expenses and working for the FAs on the team.

            In her spare time she enjoys fishing, swimming, working in the yard, playing with her dogs and watching SU Basketball games during season.

                  7950 Summerlin Lakes Drive
                  Suite 1
                  Fort Myers, FL 33907
                • Danielle Osborn

                  Danielle Osborn

                  Senior Client Associate

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                  • FL
                  • IL
                  • NH
                  • NJ
                  • NY
                  • OH
                  • TX

                  Danielle is passionate about providing an exceptional client experience. She is proactive at fulfilling client requests and earing their trust through integrity and excellence. Her kindness implements a warm and memorable client experience. Danielle is your first line of contact whenever you have an account question or concern. She is fully registered, holding the Series 7 and 66 licenses.

                  Danielle has a B.A. from Montclair State University. She relocated to Florida five years ago from NJ, and has been enjoying the ever present warmth & sunshine. Danielle spends her spare time enjoying nature, traveling, practicing yoga, and studying foreign languages and cultures.

                        7950 Summerlin Lakes Drive
                        Suite 1
                        Fort Myers, FL 33907

                      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.

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                      As of 06/30/2022

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