Experience

With more than 40 years of experience in the financial services industry, David McQuade has dedicated his career to helping individuals, families, business owners, and retirees make informed financial decisions with confidence. Since beginning his career in 1986, David has built his practice around developing long-term relationships and delivering personalized wealth management strategies designed to help clients preserve, grow, and transfer their wealth through every stage of life.

David believes that successful financial planning goes beyond investment management. He takes a comprehensive approach that integrates retirement planning, investment management, tax-efficient wealth strategies, estate planning considerations, risk management, and legacy planning. By taking the time to understand each client’s unique goals, values, and concerns, he helps create customized strategies designed to simplify complex financial decisions and provide lasting peace of mind.

Throughout his distinguished career, David has earned several of the industry’s most respected professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Financial Consultant® (ChFC®), Chartered Mutual Fund Counselor™ (CMFC®), Retirement Plan Consultant, Senior Portfolio Manager in the Portfolio Management Program, and Assistant Branch Manager. He is also a member of the Financial Planning Association and earned his Bachelor of Science in Business Administration with a major in Finance from the University of South Florida.

David’s commitment to excellence has been recognized nationally. He has been named to the Forbes Best-in-State Wealth Advisors list each year from 2019 through 2026. The 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. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. Award For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.  This recognition reflects his dedication to delivering exceptional client service and thoughtful financial guidance while maintaining the highest professional standards.

Outside the office, David enjoys spending time with his wife of more than 40 years, Tammy, and their growing family, including their three children and their spouses: Donald and Katie, Patrick and Mina, and Kaity and Joe. An avid outdoorsman, he enjoys birding, fishing, and traveling. In fact, he and his wife, Tammy are nationally recognized, top ranked birders. He is also well known in his community for his annual Christmas light show, featuring more than 100,000 synchronized lights. The display has become a cherished holiday tradition that raises awareness and support for children’s charities, reflecting David’s passion for giving back to the community.

Jonathan began his career with UBS Financial Services Inc. in 2009 as an intern while attending Florida Gulf Coast University, where he earned his bachelor’s degree in Finance. He joined The McQuade Group in the fall of 2010 and has since become a central and highly integral member of the team, contributing more than a decade of experience in wealth management and client service.

Jonathan holds Life and Health Insurance licenses as well as the Series 7, 63, 65, and 31 securities licenses. He has also earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, along with the Chartered Mutual Fund Counselor™ (CMFC™) and Chartered Retirement Planning Counselor™ (CRPC®) designations from the College for Financial Planning. These credentials underscore his commitment to professional excellence and his ability to deliver comprehensive, planning-based wealth management solutions.

Within The McQuade Group, Jonathan serves in a key leadership and advisory role in the team’s investment and financial planning process. Working closely with David, he is deeply involved in investment research, portfolio construction, and the development of tailored financial planning strategies. His analytical expertise and disciplined approach are essential to the team’s investment decision-making process, helping ensure that client portfolios are thoughtfully constructed, well-researched, and aligned with long-term objectives.

Jonathan resides in Naples with his wife, Natalia, and their son, Grayson. Outside of the office, he enjoys golfing, cooking, and playing pickleball, and values time spent with his family.

Mina began her career in the financial services industry in 2021 after several years in brand marketing and social media within the startup sector. Drawn to helping individuals and families achieve their financial goals, she joined her father’s wealth management practice where she received extensive mentorship and hands-on experience in financial planning, investment management, and client relationship management. In 2026, she joined UBS Financial Services Inc. and The McQuade Group, where she continues to build on that foundation while serving clients as part of a multigenerational advisory team.

Mina holds Life and Health Insurance licenses as well as the FINRA Series 7, 63, and 65 securities licenses. She is currently pursuing the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, reflecting her commitment to professional excellence and her dedication to providing comprehensive, planning-focused wealth management advice.

As a member of The McQuade Group, Mina works closely with David and Jonathan, supporting the team’s investment research, portfolio management, financial planning initiatives, and client service efforts. Her unique blend of marketing expertise, analytical thinking, and client-first mindset enables her to help deliver personalized solutions while fostering meaningful, long-term relationships with clients and their families.

Mina resides in Los Angeles with her husband, Patrick, and their two mischievous cats, Waffles and Sagwa. Outside the office, she enjoys reading, cooking, exploring new restaurants, traveling, and spending quality time with friends and family.

Mason Cotter brings a thoughtful, client-focused approach to wealth management, combining strong analytical skills with a genuine commitment to delivering an exceptional client experience. Since joining UBS as a Client Service Associate, he has become a valued member of the team, supporting advisors and helping clients navigate their financial needs with professionalism, responsiveness, and attention to detail.

In his role, Mason supports the day-to-day needs of clients and advisors by assisting with account servicing, onboarding, client communications, and administrative requests. He is committed to providing timely, detail-oriented service while helping ensure every client interaction is handled with care and efficiency.  He values building meaningful relationships both personally and professionally and is passionate about helping clients work toward their long-term financial goals.

Mason graduated from Florida Gulf Coast University with a degree in Finance and has developed a strong foundation in investment analysis, and capital markets. Prior to joining the team, Mason successfully completed the Securities Industry Essentials (SIE) exam, demonstrating his commitment to expanding his financial knowledge and building a career in wealth management.  He is currently pursuing the FINRA Series 7 license as he continues to expand his expertise within the financial services industry.

Outside of the office, Mason enjoys spending time with friends and family, staying active outdoors, and continuously learning about the financial markets and investment strategies. 

Katie Sexton brings a strong background in client service, relationship management, and the insurance industry. A Florida-licensed 2-20 Property and Casualty agent since 2017, she began her insurance career working with established agencies before opening her own independent insurance agency in 2019. Throughout her insurance career, Katie was active in the industry through the Young Agents Council and mentoring, experiences that allowed her to connect with  other professionals, continue developing her knowledge, and help others grow in their careers. Her years in insurance strengthened her commitment to attentive service, clear communication, and helping clients feel confident and well cared for.

Prior to entering the insurance industry, Katie held administrative and client-facing roles that helped shape her service-oriented approach. She worked in a private investigative office and previously helped manage the day-to-day operations of a flight school. Her responsibilities included coordinating aircraft rentals, monitoring aircraft availability and maintenance needs, administering student examinations, and managing the flight school shop. These experiences strengthened her organization, attention to detail, adaptability, and ability to work with people from many different backgrounds. Katie is passionate about making every client interaction a positive experience and helping people feel valued and cared for. She brings warmth, professionalism, and a genuine interest in people to her work and looks forward to bringing that same approach to the clients and families she serves.

A Florida native, Katie enjoys boating, water skiing, playing pickleball, camping, and staying active in her community. She volunteers as a Sunday School teacher at Faith Church and values the opportunity to give back and connect with others. Her dog, Roxy, is her best friend and favorite adventure companion, and the two especially enjoy boating together, exploring local parks, camping, and spending time outdoors throughout Florida. Above all, Katie treasures spending quality time with her family and believes trust, kindness, and genuine connection are at the heart of the relationships that matter most.