Lasting relationships. For all that matters

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.

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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.

David L. McQuade, CIMA, ChFC, CFP, CMFC

Senior Vice President–Wealth Management

Retirement Plan Consultant
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
David joined the financial services industry in 1986. David has been married to his wife, Tammy, for over 36 years. They have three grown children, Donald, along with his wife Katie, and twins, Patrick and Kaity.

He has earned numerous designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst (CIMA®), Chartered Financial Consultant (ChFC®), Chartered Mutual Fund Counselor (CMFC®), Retirement Plan Consultant, Senior Portfolio Manager - Portfolio Management Program, and Assistant Branch Manager. Dave is a member of the Financial Planning Association. He earned a Bachelor's Degree in business administration with a major in finance from the University of South Florida in 1986. David is on the Board of Directors for the American Birding Association (ABA).

In his spare time, he enjoys birding, fishing, traveling, and doing his annual Christmas Light Show for various children's charities where he syncs over 100,000 lights to music at their home.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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.
- Retirement Plan Consultant
- Chartered Financial Consultant
- CERTIFIED FINANCIAL PLANNER®
- Senior Portfolio Manager
- Certified Investment Management Analyst®
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

david.mcquade@ubs.com

David L. McQuade, CIMA, ChFC, CFP, CMFC

7950 Summerlin Lakes Drive,Fort Myers,FL,33907
Jonathan Casimini, CFP, CMFC, CRPC

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Jonathan began his career at UBS as an intern in 2009, while he was attending Florida Gulf Coast University. There he received his bachelor's degree in finance. He joined the McQuade Group in the Fall of 2010. He maintains his Health and Life Insurance licenses as well as the Series 7, 63, 65, & 31 securities licenses. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®),as well as the CMFC® (Chartered Mutual Fund Counselor™) certification and his CRPC® (Chartered Retirement Planning Counselor), educational credentials issued by the College of Financial Planning. Jonathan assists David with investment research, portfolio management, and financial planning. He currently lives in Naples with his beautiful wife Natalia and enjoys all the wonderful beaches, golfing, and pickleball that Southwest Florida has to offer.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Mutual Fund Counselor℠
- Chartered Retirement Planning Counselor
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

jonathan.casimini@ubs.com

Jonathan Casimini, CFP, CMFC, CRPC

7950 Summerlin Lakes Drive,Fort Myers,FL,33907
Brandon Ramsey, AAMS

Wealth Strategy Associate

Accredited Asset Management Specialist
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Brandon started his career an intern for our team in 2016. Upon graduation from Florida Gulf Coast University with a BS in Finance, he began working with our team full-time as a Registered Client Service Associate. Brandon was recently promoted to Wealth Strategy Associate. He will be assisting David and Jonathan in financial planning, portfolio construction and research. He maintains his Health and Life Insurance licenses as well as the Series 7, 66 & 31 securities licenses. He has earned the designation of Accredited Asset Management Specialist℠ (AAMS) from the College for Financial Planning. Brandon enjoys working on cars and spending time outdoors. He is a huge Tampa Bay Buccaneers fan and is a season ticket holder!
- Accredited Asset Management Specialist
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

brandon.ramsey@ubs.com

Brandon Ramsey, AAMS

7950 Summerlin Lakes Drive,Fort Myers,FL,33907
Tamara McQuade

Senior Client Associate
View bio
Tammy joined UBS Financial Services, Inc. in 2008, after spending time home schooling her three children, Donald, Patrick, and Kaity. Tammy has been married to David, our senior partner, for over 36 years. Tammy worked as an accountant and office manager for several 501C3 organizations and worked as a computer training specialist. Tammy graduated from Edison State College. She serves as the Business Development Specialist on our team coordinating operations, client events, and marketing. Tammy enjoys time with her family, traveling, birding, nature photography and scuba diving.
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

tammy.mcquade@ubs.com

Tamara McQuade

7950 Summerlin Lakes Drive,Fort Myers,FL,33907
Melanie Woods

Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Melanie recently joined the McQuade Group as a Client Service Associate assisting our clients with operational requests. She joins our team with over 16 years' experience in leadership roles as a corporate manager, consulting and supporting small business owners. She is known for delivering extraordinary results and service to clients and businesses with integrity and purpose.

During her career, she has traveled the states extensively, and has lived in Salt Lake City, Las Vegas, Wilmington, NC and Orlando; and is happy to be settled back into her hometown of Fort Myers. In her free time, she enjoys being immersed in nature accompanied by her beloved bullmastiff, Barnum. As an enthusiast of the outdoors, she also enjoys being on the water and fishing.
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

melanie.r.woods@ubs.com

Melanie Woods

7950 Summerlin Lakes Drive,Fort Myers,FL,33907

David L. McQuade, CIMA, ChFC, CFP, CMFC

Senior Vice President–Wealth Management

Retirement Plan Consultant
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
David joined the financial services industry in 1986. David has been married to his wife, Tammy, for over 36 years. They have three grown children, Donald, along with his wife Katie, and twins, Patrick and Kaity.

He has earned numerous designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst (CIMA®), Chartered Financial Consultant (ChFC®), Chartered Mutual Fund Counselor (CMFC®), Retirement Plan Consultant, Senior Portfolio Manager - Portfolio Management Program, and Assistant Branch Manager. Dave is a member of the Financial Planning Association. He earned a Bachelor's Degree in business administration with a major in finance from the University of South Florida in 1986. David is on the Board of Directors for the American Birding Association (ABA).

In his spare time, he enjoys birding, fishing, traveling, and doing his annual Christmas Light Show for various children's charities where he syncs over 100,000 lights to music at their home.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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.
- Retirement Plan Consultant
- Chartered Financial Consultant
- CERTIFIED FINANCIAL PLANNER®
- Senior Portfolio Manager
- Certified Investment Management Analyst®
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

david.mcquade@ubs.com

David L. McQuade, CIMA, ChFC, CFP, CMFC

7950 Summerlin Lakes Drive,Fort Myers,FL,33907
Jonathan Casimini, CFP, CMFC, CRPC

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER®
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Jonathan began his career at UBS as an intern in 2009, while he was attending Florida Gulf Coast University. There he received his bachelor's degree in finance. He joined the McQuade Group in the Fall of 2010. He maintains his Health and Life Insurance licenses as well as the Series 7, 63, 65, & 31 securities licenses. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®),as well as the CMFC® (Chartered Mutual Fund Counselor™) certification and his CRPC® (Chartered Retirement Planning Counselor), educational credentials issued by the College of Financial Planning. Jonathan assists David with investment research, portfolio management, and financial planning. He currently lives in Naples with his beautiful wife Natalia and enjoys all the wonderful beaches, golfing, and pickleball that Southwest Florida has to offer.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Mutual Fund Counselor℠
- Chartered Retirement Planning Counselor
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

jonathan.casimini@ubs.com

Jonathan Casimini, CFP, CMFC, CRPC

7950 Summerlin Lakes Drive,Fort Myers,FL,33907
Brandon Ramsey, AAMS

Wealth Strategy Associate

Accredited Asset Management Specialist
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Brandon started his career an intern for our team in 2016. Upon graduation from Florida Gulf Coast University with a BS in Finance, he began working with our team full-time as a Registered Client Service Associate. Brandon was recently promoted to Wealth Strategy Associate. He will be assisting David and Jonathan in financial planning, portfolio construction and research. He maintains his Health and Life Insurance licenses as well as the Series 7, 66 & 31 securities licenses. He has earned the designation of Accredited Asset Management Specialist℠ (AAMS) from the College for Financial Planning. Brandon enjoys working on cars and spending time outdoors. He is a huge Tampa Bay Buccaneers fan and is a season ticket holder!
- Accredited Asset Management Specialist
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

brandon.ramsey@ubs.com

Brandon Ramsey, AAMS

7950 Summerlin Lakes Drive,Fort Myers,FL,33907
Tamara McQuade

Senior Client Associate
View bio
Tammy joined UBS Financial Services, Inc. in 2008, after spending time home schooling her three children, Donald, Patrick, and Kaity. Tammy has been married to David, our senior partner, for over 36 years. Tammy worked as an accountant and office manager for several 501C3 organizations and worked as a computer training specialist. Tammy graduated from Edison State College. She serves as the Business Development Specialist on our team coordinating operations, client events, and marketing. Tammy enjoys time with her family, traveling, birding, nature photography and scuba diving.
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

tammy.mcquade@ubs.com

Tamara McQuade

7950 Summerlin Lakes Drive,Fort Myers,FL,33907
Melanie Woods

Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
Melanie recently joined the McQuade Group as a Client Service Associate assisting our clients with operational requests. She joins our team with over 16 years' experience in leadership roles as a corporate manager, consulting and supporting small business owners. She is known for delivering extraordinary results and service to clients and businesses with integrity and purpose.

During her career, she has traveled the states extensively, and has lived in Salt Lake City, Las Vegas, Wilmington, NC and Orlando; and is happy to be settled back into her hometown of Fort Myers. In her free time, she enjoys being immersed in nature accompanied by her beloved bullmastiff, Barnum. As an enthusiast of the outdoors, she also enjoys being on the water and fishing.
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

melanie.r.woods@ubs.com

Melanie Woods

7950 Summerlin Lakes Drive,Fort Myers,FL,33907

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

Global leader

UBS is a leading and truly global wealth manager

Lasting relationships. For all that matters

Pursuing your goals together

David L. McQuade, CIMA, ChFC, CFP, CMFC

Jonathan Casimini, CFP, CMFC, CRPC

Brandon Ramsey, AAMS

Tamara McQuade

Melanie Woods