Christopher Phillips - UBS Financial Services Inc.

Winter Park Wealth Management, a division of UBS Financial Services Inc., specializes in providing personalized financial advice and comprehensive wealth management solutions. With a seasoned team boasting over 150 years of collective experience and $15 billion in assets under management, the firm is committed to fostering long-term relationships and delivering quality client service tailored to individual needs. Led by Managing Director Jerrey A. Thurston, a Certified Exit Planning Advisor and seasoned professional, the firm focuses on business exit and succession planning, investment management, and legacy creation. Their holistic approach ensures that clients receive tailored guidance for achieving their financial goals while navigating complex transitions and optimizing their most significant assets. Generated from the website

Southeast Wealth Management Group, a division of UBS Financial Services Inc., is a trusted provider of wealth management services in Winter Park, FL. With a focus on helping clients achieve their financial goals, they offer personalized strategies tailored to individual needs. Specializing in wealth management, Southeast Wealth Management Group is dedicated to guiding clients through the complexities of financial planning. Their team of experts is committed to delivering top-notch service and support to help clients secure their financial future. Generated from their website's infomation

James Smalley is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Winter Park, FL, where he has dedicated his career to financial advising since 1980, emphasizing integrity and client-centric solutions. With a deep understanding of investment processes and a keen awareness of economic trends, Smalley and his team assist clients in navigating various financial phases, including asset accumulation, retirement income, and wealth transfer, all while maintaining a focus on liquidity, longevity, and legacy strategies. Generated from the website