Experience

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. 

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.

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!  

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.

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.