Leo Khorolinsky, CIMA, CPWA - UBS Financial Services Inc.

Naples Northbrook Wealth Management, part of UBS Financial Services Inc., is dedicated to building lasting relationships by listening to clients' priorities and concerns, and crafting customized financial strategies. Their mission is to be the primary source of financial advice, focusing on quality client service through long-term partnerships.

The team, led by experienced professionals such as Terry Dean, Betsy Nelson, and Teri Conklin, brings a wealth of knowledge in asset management, retirement income strategies, and risk management. Committed to understanding clients' visions for the future, they aim to provide tailored solutions that empower individuals and families in achieving their life goals.

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