The Ponczek Group
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Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Mario Ponczek

Senior Vice President–Wealth Management

Financial Advisor

California Insurance License: 0B97886

Registered States:
  • 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

Mario Ponczek

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Mario Ponczek

Credentials

  • Senior Portfolio Manager

Mario Ponczek

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

Email Me

Mario Ponczek

Senior Vice President–Wealth Management

Financial Advisor

California Insurance License: 0B97886

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Senior Portfolio Manager
18851 NE 29th Avenue
11th Floor
Aventura, FL 33180

Email Me

Douglas Scott Ponczek, CFP

Senior Vice President–Wealth Management

Financial Advisor

California Insurance License: 0H72844

Registered States:
  • 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

Douglas Scott Ponczek, CFP

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Douglas Scott Ponczek, CFP

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Douglas Scott Ponczek, CFP

One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me

Douglas Scott Ponczek, CFP

Senior Vice President–Wealth Management

Financial Advisor

California Insurance License: 0H72844

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER™
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me

Colleen Frances Tuscano-Reyes

Client Associate

Colleen Frances Tuscano-Reyes

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

Email Me

Colleen Frances Tuscano-Reyes

Client Associate

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

Email Me

Michelle Katherine Ontivero

Client Associate

Michelle Katherine Ontivero

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

Email Me

Michelle Katherine Ontivero

Client Associate

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

Email Me

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