Understanding

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.

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.

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.

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.