Southeast Wealth Management Group - 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

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

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