James Cargill - UBS Financial Services Inc.

Francis DiVito is a Senior Vice President of Wealth Management at UBS Financial Services Inc., located in Ponte Vedra Beach, FL. He is dedicated to understanding his clients' individual financial needs and developing actionable plans to help them achieve their long-term goals, whether it involves wealth building, protection for future generations, or philanthropic strategies. With a strong emphasis on comprehensive wealth management, Francis coordinates closely with clients' CPAs and attorneys to ensure a holistic approach to financial planning. His commitment to personalized service aims to exceed client expectations and foster lasting relationships built on trust and understanding. Generated from the website

Jonathan Awad-UBS Financial Services Inc, located in Ponte Vedra Beach, FL, specializes in personalized financial planning and wealth management, focusing on guiding clients through significant life events while preserving and passing on their wealth. With nearly 35 years of experience, Jonathan Awad and his team are committed to building long-term relationships and providing quality client service tailored to individual needs. As a leading global wealth manager, UBS has a proven track record of resilience and expertise, helping clients navigate market opportunities and financial challenges for over 160 years. Their approach, known as UBS Wealth Way, emphasizes liquidity, longevity, and legacy, ensuring a comprehensive strategy that addresses clients' financial goals across different timeframes. Generated from the website

Alvarez Generational Wealth Consultants part of UBS Financial Services Inc is a distinguished financial advisory firm located in Ponte Vedra Beach FL. Specializing in personalized wealth management strategies the team focuses on helping clients achieve their financial goals through expert investment advice and comprehensive financial planning. With a commitment to building lasting relationships they aim to empower clients with the knowledge and tools needed to secure their financial future. Generated from this place's information