Lasting relationships. For all that matters

McQuade Group Team 2022

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.

Two people talking overhead

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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    RankCredential
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
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    • 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.  Throughout his career, he has been recognized as an achiever having been named to President's Counsel and Director's Counsel of UBS during his entire tenure and both the President's and Director's Clubs at a previous firm. Dave was named Forbes Best-In-State Wealth Advisors, 2019, 2020, 2021 & 2022.  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/SHOOK Best-In-State Wealth Advisors, 2019, 2020, 2021, 2022
      • 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
    • Jonathan Casimini

      Jonathan Casimini, CFP, CMFC, CRPC

      Senior Wealth Strategy Associate

      CERTIFIED FINANCIAL PLANNER™

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      JobCredential
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • HI
      • IL
      • IN
      • KS
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • PA
      • RI
      • SC
      • SD
      • TN
      • TX
      • 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
        • Brandon Ramsey

          Brandon Ramsey, AAMS

          Client Associate

          Accredited Asset Management Specialist℠

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          JobCredential
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • HI
          • IL
          • IN
          • KS
          • 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
            • 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
                    • Melanie Woods

                      Melanie Woods

                      Client Associate

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                        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

                            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.

                            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

                            Global leader

                            UBS is a world-leading wealth manager

                            #1

                            Global Equity Research 

                            Institutional Investor, 2021 Global Rankings