The Maurillo Rhodes Group - UBS Financial Services Inc.

Call
Website

Photos

8000 Health Center Blvd
Bonita Springs, FL 34135
+1 (239) 277-3685
https://advisors.ubs.com

The Maurillo Rhodes Group at UBS Financial Services Inc., located in Bonita Springs, FL, specializes in family wealth management, focusing on high-level executives and successful entrepreneurs to create tailored multi-generational plans. Led by First Vice President Albert Shih, the team brings a wealth of experience and commitment to ensuring clients' legacies endure beyond their lifetimes.

With over 160 years of history, UBS is a leading global wealth manager known for its resilience and expertise in navigating market challenges. The firm's UBS Wealth Way approach emphasizes three key dimensions—Liquidity, Longevity, and Legacy—designed to help clients organize their financial lives and pursue their wealth management goals effectively.

Generated from the website

We can help you embrace your financial future

Also at this address

Owner verified
See a problem?

You might also like

The Clegg Group - UBS Financial Services Inc.

The Clegg Group - UBS Financial Services Inc.

Visit our office today located in Bonita Springs, 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.
Rinaldi Wealth Management

Rinaldi Wealth Management

2
"Dustin is the best! I was proudly one of his first clients! He is so steady, balanced, reliable, kind, compassionate, knowledgeable, helpful, and intelligent! He is always there to help!"
photo of Patti R.
Finley Wealth Advisors
Financial consultant, Stock exchanges

Finley Wealth Advisors

As a fiduciary compensated by fully disclosed fees, we refuse commissions or any other misaligned third-party incentives.
United States›Florida›Bonita Springs›The Maurillo Rhodes Group - UBS Financial Services Inc.

Partial Data by Infogroup (c) 2025. All rights reserved.

Yext

Partial Data by Foursquare.