James Smalley - UBS Financial Services Inc.

UBS Financial Services Inc. in Winter Park, FL, is advised by Senior Vice President Robert Whittington and specializes in wealth management services tailored to clients' personal goals and financial needs. Utilizing a unique framework called UBS Wealth Way, the firm focuses on liquidity, longevity, and legacy to help clients organize their financial lives across varying time frames. This established firm boasts over 160 years of experience, offering robust insights and strategies to navigate market opportunities and financial challenges. With a global presence and a commitment to client trust, UBS continues to lead the wealth management sector while participating in philanthropic efforts through initiatives like the UBS Optimus Foundation. 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

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