Lasting relationships. For all that matters

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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 McQuade

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

    Senior Vice President–Wealth Management

    Retirement Plan Consultant

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    • 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.
    • UBS Wealth Management President’s Council, 2024UBS 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.

      • 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

      Jonathan Casimini, CFP, CMFC, CRPC

      Senior Wealth Strategy Associate

      CERTIFIED FINANCIAL PLANNER®

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      • 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
        • Tammy McQuade

          Tamara McQuade

          Senior Client Associate

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            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

                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.

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                Support and resources

                The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

                Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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                $5.9+ trn

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                As of 06/30/2024

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                UBS is a leading and truly global wealth manager

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