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Timothy Mulford

Senior Vice President–Wealth Management

Financial Advisor

Tim Mulford has 37 years of experience as a financial advisor in Naples. He moved to Naples at age 5 from Cincinnati. Mulford was recruited and accepted his first job with Raymond James in Naples where he took and passed the FINRA Series 7 Securities License 3 months before he had graduated from college. After 7 years at Raymond James Tim was a Vice President with First Union Brokerage. Next he was a Senior Investment Specialist with Bank One Securities. In October 2003 Tim joined McDonald Investments that was acquired by UBS in 2006. Tim and his wife Patty, formerly a CPA in Naples, have been married 30 years. In their free time Tim and Patty enjoy traveling and attending Florida Gators and Baylor Bears football and basketball games.

Their oldest daughter Lauren is a Senior Analyst at Raytheon Technologies in Dallas. She graduated cum laude from Baylor University with a degree in Finance. Lauren was awarded the President's Gold Scholarship for Academics. In 2019 she interned at Franklin Templeton Investments. Her second internship was in New York. She was selected by Chairman and CEO Mario Gabelli for an internship at GAMCO Investments, the firm he founded in 1977. August of 2020 Lauren was selected by the Chairman of UBS Americas, Bob McCann, for a UBS Day with interns at the firm's headquarters.

Their youngest daughter Ashley graduated from the University of Florida with a degree in Marketing and a minor in Digital Arts & Sciences Engineering. Currently she is seeking employment. Ashley was the recipient of the Bright Futures Florida Academic Scholars Award, selected as the head undergraduate teaching assistant for Robert W Emerson and interned for State Senator Keith Perry in Gainesville. She was a cheerleader for the Florida Gators, recipient of the Mr 2-Bits Cheerleader Scholarship, on the Dean's Academic Honors List and was a member of the Kappa Delta Sorority. Ashley has had appearances on ESPN Game DaySEC NationCNNHLN, & ABC's Good Morning America.

Registered States:
  • AK
  • AL
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • Bachelor of Science Degree, Florida Southern College, Lakeland, Florida, 1981 - 1985
  • Harlaxton College Option, Florida Southern College, Grantham, England, 1985 - 1985
  • High School, Naples Christian Academy, Naples, Florida, 1977 - 1981

Personal Family Experience With Assisted Living & Memory Care

Financial planning
Retirement planning
Investing
Asset allocation
Professional athletes
Professional entertainers
Multi-generational families
Business Owners
801 Laurel Oak Drive
Suite 500
Naples, FL 34108
  • (239) 254-7133

Email Me

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  • maryjane chomko

    MaryJane Chomko

    Client Associate

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      MJ Chomko is the lead Client Service Associate for Tim.  She has 25 years of industry experience as a client service associate. She joined UBS Financial Services in 2008. Prior to joining UBS she worked in Naples at Merrill Lynch for 10 years supporting four financial advisors. From 1995 to 1998 MJ worked at Morgan Stanley in Key Largo, Florida.

      Today, her skills and experience enable her to provide accurate and personalized service for clients.  Her responsibilities include wire and EFT transfers, account maintenance, securities processing and managing client online account data.  In her free time she enjoys her pets,  road trips in her RV camper, and making glass art.

            801 Laurel Oak Drive
            Suite 500
            Naples, FL 34108
          • cindy farber 2

            Cindy Farber

            Senior Client Associate

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            • AZ
            • CA
            • CT
            • FL
            • IL
            • IN
            • KY
            • MA
            • MI
            • MO
            • NH
            • NJ
            • NY
            • OH
            • OR
            • PA
            • VA
            • VT

            Cindy began her career with the Naples UBS office in 2011, joining us from the Boca Raton UBS office where she was assistant to a team for the past seven years, two at UBS and five at Smith Barney. Cindy graduated from Adelphi University with a degree in psychology and holds her series 7 and 66 securities licenses and is a notary public. Her interests include photography, contemporary literature, riding her tandem bicycle with her new husband, Lew, and healthy cooking. Cindy moved from northwest New Jersey nine years ago and has a son, Michael, who attends college in Boca Raton.

                  801 Laurel Oak Drive
                  Suite 500
                  Naples, FL 34108
                • michael leamon

                  Michael Leamon

                  First Vice President–Wealth Management

                  Financial Advisor

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                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • ID
                  • IL
                  • IN
                  • MA
                  • ME
                  • MI
                  • MN
                  • NC
                  • NJ
                  • NV
                  • NY
                  • OH
                  • OK
                  • SC
                  • TN
                  • TX
                  • VA
                  • WA

                  Michael began his career in financial services in 1997 with McDonald Investments, Inc., which was later acquired by UBS. He has 12 years of experience designing and managing customized portfolios for affluent investors. In addition to earning the Certified Public Accountant (CPA) designation, Michael holds a B.A. in political science from John Carroll University in University Heights, Ohio. He also holds Series 7, 63, and 65 securities licenses.

                        18500 Lake Road
                        Suite 400
                        Rocky River, OH 44116
                      • Branch Service Associate

                        Christine Stephens

                        Receptionist

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                          Christine is the first to greet all our clients at the office.  If you call in on the 800 number, Christine will be the first person you talk to.  She always has a smile and is ready to offer our clients a refreshing beverage as they enter our office.   

                          Christine is authorized by UBS to perform our Medallion Signature Guarantees at our Naples branch.  This guarantees the financial institution that the signature is genuine and that UBS accepts liability for any forgery.  She also receives and distributes the mail and deposits the checks our branch receives.   

                                801 Laurel Oak Drive
                                Suite 500
                                Naples, FL 34108

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