Wealth advice for your life's goals

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Thomas Cleary

Senior Vice President–Investments

Tom began his financial services career in 1986 with Morgan Stanley. He focuses on financial planning*, estate planning strategies & corporate services. Originally from Cape Cod, MA; he grew up in Naples, FL and moved to Orlando to attend The University of Central Florida, where he received his Bachelors of Arts in 1987. Together with his wife Lori, they reside in Windermere. Socially, they are involved with Harbor House, UCF Foundation and The Thomas & Lori Cleary Endowed Scholarship Fund at the University of Central Florida.

Personal and Community

  • American Cancer Society
  • Thomas & Lori Cleary Endowed Scholarship Fund at UCF
  • Harbor House
  • UCF Foundation
Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

The ratings are based on quantitative factors and are 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

Education

  • B.A., University of Central Florida
  • Certificate in Financial Planning, Florida State University
201 North New York Avenue
Suite 300
Winter Park, FL 32789
  • (407) 362-5515

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What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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In invested assets globally 
As of 06/30/2022

51 countries

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