Insight-based advice

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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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.

  • Mario Ponczek Profile Photo

    Mario Ponczek

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NV
    • NY
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    California Insurance License: 0B97886

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Senior Portfolio Manager
      18851 NE 29th Avenue
      11th Floor
      Aventura, FL 33180
    • Douglas Ponczek Profile Photo

      Douglas Scott Ponczek, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

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      • CA
      • CO
      • CT
      • FL
      • GA
      • HI
      • IL
      • IN
      • KS
      • MA
      • MD
      • MI
      • MO
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • PA
      • TN
      • TX
      • VA
      • WA
      • WI

      California Insurance License: 0H72844

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • CERTIFIED FINANCIAL PLANNER™
        One Northbrook Place
        5 Revere Drive
        Northbrook, IL 60062
      • Colleen Tuscano-Reyes Profile Photo

        Colleen Frances Tuscano-Reyes

        Client Associate

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                18851 NE 29th Avenue
                11th Floor
                Aventura, FL 33180
              • Michelle Ontivero Profile Photo

                Michelle Katherine Ontivero

                Client Associate

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                        18851 NE 29th Avenue
                        11th Floor
                        Aventura, FL 33180

                      Focus on liquidity management

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                      UBS and Credit Suisse—stronger than ever

                      Managing wealth is our craft

                      We’re committed to understanding what wealth means for you.

                      At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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                      In invested assets globally 
                      As of 11/07/2023

                      51 countries

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                      UBS is a world-leading wealth manager

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