Corey J. D'Angelo, CFP, Cepa - Ubs Financial Services

Jerrey A. Thurston, CFP®, CIMA®, CPWA®, CEPA® - UBS Financial Services Inc. in Winter Park offers wealth management services in Winter Park, FL. With a focus on providing comprehensive financial solutions, Jerrey A. Thurston helps clients achieve their financial goals through personalized strategies and expertise. Generated from their website's infomation

Visit our office today located in Winter Park, FL. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

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