Wealth advice for your life's goals

Meeting behind closed doors

The proof is in our numbers

$1.4 Billion

Assets under management

150 +

Collective years of experience

10 person

seasoned team


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.

  • Ed C. LeMasters

    Edwin LeMasters

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    Ed has been in the financial services industry for 37 years. He is currently a Senior Vice President with UBS Financial Services Inc. In 2010, Ed attained his Portfolio Manager title through UBS’s Portfolio Management Program and is now a Senior Portfolio Manager. In order to maintain his numerous licenses and designations, he attends a minimum of 35 hours of continuing education classes per year.

    Ed spent four years as a Trust Officer with one of the nation’s largest banks before joining forces with Mitch, in 1993. Ed has extensive training in estate planning and wealth management. His team manages a diversified base of clients that varies from wealthy families to institutions, foundations, private schools, associations, and corporations in Central Florida.

    Ed was born and raised in St. Louis, MO. He attended Florida State University in their honors program, and graduated magna cum laude with a B.S. in Business. Ed has been married for 29 years to his wife, Janet, and they have one child, Clay, who is 27. He enjoys playing competitive tennis and scuba diving with Janet and Clay.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

    • Florida State University, Business
    • Senior Portfolio Manager
    • Wealth Advisor
    Philanthropy
    Estate planning strategies
    Legacy planning
    Alternative investments
    Structured products
    Hedge Fund managers
    Multi-generational families
    Business owners
    201 North New York Ave
    Winter Park, FL 32789
  • Mitch Schrenk

    Mitch Schrenk III, CFP®, CIMA®, CRPS®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    Mitch has been a Financial Advisor since 1983. He obtained his Certified Financial Planner™(CFP®) designation in 1987 and earned the Certified Investment Management Analyst (CIMA®) designation through the Wharton School of Business in 2005. In 2007, Mitch obtained the Chartered Retirement Plans Specialist (CRPS®) designation, which provides the expertise needed to implement, evaluate and monitor corporate retirement plans. In 2010, Mitch completed coursework to receive his Portfolio Manager title through UBS’s Portfolio Management Program.

    Mitch works with individual and institutional accounts by providing consulting and investment advice. His commitment to this ever-changing industry leads him to complete advanced coursework each year above what is required to maintain his designations. He especially enjoys the opportunity to work with private clients and their families over many years.  

    Mitch grew up in Perry, Florida, and attended the University of Florida, graduating with a B.S. in Chemistry. He has been married to his high school sweetheart, Rhonda, for 42 years. They have been blessed with three children, now married, and seven grandchildren.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

    • University of Florida, Chemistry
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Chartered Retirement Plans Specialist℠
    • Senior Portfolio Manager
    • Wealth Advisor
    Retirement Plan consulting
    401(k) plan services
    Institutional consulting
    Structured products
    Professionals
    Corporate executives
    201 North New York Ave
    Winter Park, FL 32789
  • Jerrey Thurston

    Jerrey A. Thurston, CFP®, CIMA®, CPWA®, CEPA®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WV
    • WY
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Senior Portfolio Manager
      • Wealth Advisor
      Exit planning
      Business succession
      Custom portfolios
      Alternative investments
      Structured products
      Professional athletes
      Business owners
      Entrepreneurs
      201 North New York Ave
      Winter Park, FL 32789
    • Heather Mount

      Heather R. Mount, CFP®, CRPS®

      Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • KY
      • MA
      • MD
      • MI
      • MO
      • MT
      • NC
      • NE
      • NJ
      • NM
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      • WY

      Heather joined UBS in 2008 as the firm's Central Florida financial planning specialist. In this role, she prepared financial plans for UBS clients throughout the region’s six offices. Heather joined the team in 2010. As a Certified Financial Planner®, Heather focuses on holistic client advice in the areas of financial planning, insurance, investments, and retirement planning.

      She employs her knowledge by creating a structured approach for clients to help them achieve their personal and financial goals.  She is the point person for all financial planning activities and works with the team on creating custom portfolios and fund allocation analysis. Heather obtained the Chartered Retirement Plans Specialist (CRPS) designation in 2011 and greatly enjoys working with retirement plan sponsors and participants.

      Heather graduated from the University of Miami with a B.B.A., having majored in Finance. She is a member of Florida Executive Women, 100 Women Strong, and the Central Florida Estate Planning Council. She is a past board member and sustaining member of the Junior League of Greater Orlando and Leadership Winter Park Class XXVI. Heather enjoys volunteering, running, and traveling. She lives in Oviedo with her husband, Justin and their two sons.

      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

      • University of Miami, Finance
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Retirement Plans Specialist℠
      Financial planning
      Legacy planning
      Retirement planning
      Institutional consulting
      Retirement Plan consulting
      401(k) plan services
      Women investors
      Professionals
      201 North New York Ave
      Winter Park, FL 32789
    • Brian Liden

      Brian Liden, CFP®

      Director

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • KY
      • MA
      • MD
      • MI
      • MO
      • MT
      • NC
      • NJ
      • NM
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA
      • WY

      Brian entered the financial services industry in 1999. He was raised in Orlando and received his undergraduate degree from Auburn University's college of engineering. While serving as an Army Officer, Brian completed his MBA at Embry Riddle.

      As a First Vice President - Wealth Management at UBS, he works with families to help them achieve their wealth management goals. He has attained his Certified Financial Planner (CFP®) so that he may deliver a written, comprehensive plan. Brian's proactive and customized approach covers estate, legacy and liability planning while incorporating tax efficient strategies.

      Brian is actively involved in the community and has served on several philanthropic, veteran and education boards. He and his wife, Katie, live in Lake Mary with their two children.

      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

      • Auburn University, Engineering
      • Embry Riddle, MBA
      • Wealth Advisor
      Banking
      Lending services
      Financial planning
      Education planning
      Legacy planning
      Retirement planning
      Custom portfolios
      Asset allocation
      201 North New York Ave
      Winter Park, FL 32789
    • James Smalley

      James Smalley

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • KY
      • MA
      • MD
      • MI
      • MO
      • MT
      • NC
      • NJ
      • NM
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WY

      Jim's career began in 1980 and he has just entered his 40th year as a Registered Investment Advisor. He is currently a Senior Vice President- Wealth Management in our Winter Park office.

      Jim has worked with two of his new partners Mitch Schrenk and Ed LeMasters off and on again since he first met Mitch in 1983. He became the youngest managing branch manager for privately held Drexel Burnham Lambert in 1985, and successfully recruited Mitch and Ed to work there in the 1980s.

      Jim has been actively managing both equity, fixed income and alternative investments for clients in the accumulation phase, retirement income, and wealth transfer phases of their lives. He believes deeply that investing is a process not an event. As a keen observer and follower of The Federal Reserve Monetary Policy, he helps our clients manage their assets through rising and falling interest rate environments.

      Jim was born and raised in Fort Lauderdale, Florida. He later attended Florida State University and was a Member of the National Board of Directors for Seminole Boosters for 6 years. He and his wife Martha reside in Orlando and together have five grown children, three married, and eight grandchildren. Traveling, racquetball, and family time are how they spend their leisure time.

        • Florida State University
          Investing
          Custom portfolios
          Alternative investments
          Multi-generational families
          Professionals
          201 North New York Ave
          Winter Park, FL 32789
        • Corey J. D'Angelo, CFP® Headshot

          Corey J. D'Angelo, CFP®, CEPA®

          Financial Advisor

          CERTIFIED FINANCIAL PLANNER™

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          • AK
          • AL
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • HI
          • ID
          • IL
          • IN
          • KY
          • MA
          • MD
          • MI
          • MN
          • MO
          • MT
          • NC
          • NJ
          • NM
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WY

          Corey has been with UBS since 2014. He understands that each client is different, from a new investor to one with years of experience. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), Corey specializes in implementing financial planning strategies and providing personalized, tailored solutions to meet client's needs. He is known for clearly laying out options and offering straightforward advice and guidance. Corey focuses on portfolio construction, cash management, education planning, retirement planning, legacy planning, debt management and holistic investment advice. He is proficient in delivering in-depth retirement plans by conducting a Financial Goal Analysis to ensure clients are on track to achieving their financial goals.

          Corey is originally from St. Petersburg, Florida and currently resides in Maitland, Florida. He is an active member of the Winter Park Chamber of Commerce. He enjoys being active with his Weimaraner (Onyx), exploring the restaurant scene, watching sports and spending time with family. 

            • University of Central Florida, Finance
            • CERTIFIED FINANCIAL PLANNER™
            • Certified Exit Planning Advisor
            Custom portfolios
            Structured products
            Securities-backed lending
            Cash management
            Retirement planning
            Legacy planning
            Business owners
            Entrepreneurs
            201 North New York Ave
            Winter Park, FL 32789
          • Melody Price

            Melody Price

            Wealth Management Associate

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            • CA
            • CO
            • FL
            • GA
            • IL
            • MD
            • MI
            • MN
            • MT
            • NC
            • NM
            • NY
            • OH
            • PA
            • SC
            • TN
            • TX

            Melody joined the team in 2009 and has 20 years of industry experience. She has a Series 7 and 66 securities license, as well as insurance licenses. She does all of the managed account trading, prepares performance reports for client meetings, tracks alternative investment results on a monthly basis and is the first point of contact for client service.

            Melody attended the University of North Carolina at Pembroke, and enjoys spending time with her husband Will, their young son Liam, and their two dogs.

              • University of North Carolina at Pembroke
                201 North New York Ave
                Winter Park, FL 32789
              •  Gloria Kelley

                Gloria Kelley

                Senior Client Associate

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                  Gloria joined Morgan Stanley in 1997 and moved with Jerrey to UBS Financial Services Inc. in 2009. Having spent over twenty four years in the financial services industry her expertise is in working with clients to make their experience at UBS a positive one. Gloria strives to know each client on an individual basis so that they feel comfortable and well taken care of. Her goal is for them to have a positive, seamless and rewarding experience. To Gloria, the client is our number one priority.

                  Gloria enjoys spending time camping, riding ATVs and playing golf in her spare time. She and her husband, Mike, also enjoy spending time with their children and grandchildren.

                        201 North New York Ave
                        Winter Park, FL 32789
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                        Emily Suazo

                        Client Associate

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                          Emily joined UBS in 2023 after graduating from the University of Florida. She earned a degree in Psychology with a minor in Innovation. She resides in Conway with her cat, Oreo. She enjoys crocheting, baking and exploring coffee shops around the city. 

                            • University of Florida, Psychology: 2020 - 2023
                              201 North New York Ave
                              Winter Park, FL 32789

                            Business Advisory

                            A focus on personalized access and service

                            Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                            Business transition and succession planning

                            Business transition and succession planning

                            The unique needs of athletes and entertainers

                            The unique needs of athletes and entertainers

                            Advice for business owners

                            Advice for business owners

                            Retirement Couple

                            Retirement readiness

                            Institutional consulting

                            Portfolio management

                            Our Process

                            Executive decisions

                            Empty stands

                            Athletes and entertainers, let’s talk legacy

                            Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

                            Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.