UBS Financial Service

Nicholas Buglisi is a seasoned wealth advisor with over 17 years of experience in the financial industry, beginning his career in 2006 by co-founding a boutique firm specializing in equity underwriting. His expertise includes life insurance planning, corporate compensation benefits, and personalized financial strategies aimed at helping clients achieve their wealth management goals. Currently affiliated with UBS Financial Services Inc., Nicholas is dedicated to providing comprehensive financial solutions for affluent families, executives, institutions, and business owners. By focusing on a disciplined planning approach that encompasses liquidity, longevity, and legacy, he aids clients in navigating their financial futures while maximizing the results of their hard work. Generated from the website

Visit our office today located in Ponte Vedra, 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.