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35 UBS Advisor Teams in Florida Named to the 2025 Forbes Best-in-State Wealth Management Teams List

1. 35 UBS advisor teams in Florida recognized by Forbes for excellence. 2. The Summit Group ranked #1 in Florida for wealth management. 3. Recognized teams manage significant assets, contributing positively to UBS's reputation. 4. Rankings rely on interviews, compliance, and revenue generation criteria. 5. UBS manages $5.7 trillion post-Credit Suisse acquisition, enhancing its market position.

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FAQ

Why Bullish?

Recognition of advisor teams enhances UBS’s reputation and client trust, potentially attracting more business, akin to previous accolades enhancing firms' valuations.

How important is it?

The article illustrates UBS's growing prestige and performance, essential for investor perception and future growth.

Why Long Term?

The positive recognition can contribute to sustained client acquisition and retention, much like previous awards benefitting financial firms over time.

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UBS
MIAMI--(BUSINESS WIRE)--UBS today announced that 35 advisor teams in the firm’s Florida Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list. The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox. “We congratulate our advisors for receiving this national recognition, which is a testament to their hard work and dedication to serving client needs,” said Lane Strumlauf, Florida Market Executive at UBS. Among those recognized, UBS advisor team The Summit Group ranked #1 in Florida – North on this year’s list. The advisor teams named to the list are: The Summit Group (Winter Park): Manish Mehta, Paul Higgins, Pranjal Mehta, Richard G. Berardo. Winter Park Wealth Management (Winter Park): Jerrey A. Thurston, Ed C. LeMasters, Mitch Schrenk, Brian R. Lidén, Heather R. Mount The Watkins Johnson Wealth Management Group (Winter Haven): Jack M. Watkins Jr., Eric E. Johnson Constellation Wealth Management (Aventura): Nick Sadowsky, Worth Boyce, Hank Boyce, Missy Fierman Boca Raton Wealth Consulting Group (Boca Raton): John Pastorello, Meryll B. Bangsil, Jacob A. Bryant BV Group (Boca Raton): Michael Bober, Ed Ventrice, Michael MacDonald, Alex Santos, William Marino, Sarah Ponczek The Buetel Wealth Management Group (Boca Raton): Brian Buetel, Cameron Buetel The Petika Wealth Management Group (Clearwater): John T. Petika Sr., John P. Petika Jr., James Petika, Steve Murray Schaefer-Hanamura Group (Coral Gables): Stephen Schaefer, Hiromi Hanamura Coastal Partners (Fort Lauderdale): W. Scott Parker, Sean M. Riley, Chris Pendrak, W. Scott Parker Jr. The Garvin Financial Team (Fort Lauderdale): Chris Garvin, Mark Swenson, Jennifer Garvin, H. Glenn Garvin 1280 Financial Partners (Fort Myers): Charles I. Todd, Thomas L. Burt, Duane Ohly, Brett R. Kinzel, John T. McGee, Carol Powell Neri, Pacciano Wealth Management (Jacksonville): Chris Neri, Kevin Pacciano Comprehensive Financial Consultants (Jacksonville): Bucky Buchanan Jr., Joel Nichols, Zach Williams The Beard Williams Group (Jacksonville): Franklin Beard Bridgelane Wealth Management (Miami): Peter Zubizarreta, Randall Bodner, Manuel Coroalles, Kathleen Reilley VPHN Wealth Partners (Miami): Melissa Van Putten-Henderson, Doris Neyra, Kelly Baker Ferrarese Orbis International Financial Group (Miami): Federico Sanchez, Pam Segal Rhodes Naples Northbrook Wealth Management (Naples): Terry Dean, Teri Conklin, Betsy Nelson, Doug DiGiorno, Martha Maher Naselli The Matina Group (Naples): Joseph Matina, Christopher McKenna, Amy West, Lauren Mirman, John Rocco The Stephens Group (Naples): Jason Stephens, Michael Lundon Coastal Lighthouse Wealth Management (Palm Beach Gardens): Douglas Twohill, Steven Scalici, Ryan Shippy Focus Wealth Management (Palm Beach Gardens): Trey Mahoney, Peter Foley, Jay Marvin, Philip Jordan, Justin Warzala Sanctuary Private Wealth (Ponte Vedra Beach): Christopher Aitken, Ken Tonning, David Hanvey, Tyson Rising, Lacey Conner Mariash Lowther Wealth Management (Sarasota): Brian Mariash, J. Barton Lowther The Family Wealth Group (Sarasota): David Begala, Eric Dunn, Jaime Messinger, Al Caliendo Endeavor Wealth Consultants (Tampa): Daniel Zucker, Wade Kornblith SageView Partners (Tampa): Samantha Parker Hopkins, Jeffrey L. Hogue Synergy Wealth Consultants (Tampa): Brian Robinson, John Posey, Trent Ulrich, Mallory Posey Tampa Bay Private Wealth Management (Tampa): Brian K. Gray, Paul S. Dolcimascolo, John Grandizio The Shantz Mantione Group (Vero Beach): Thomas Mantione, Andrew Shantz, Greg Merrill, Jill Faherty Lloyd Berman Partners (West Palm Beach): Brian Lowenthal, Kristen Bissett Damante Partners Wealth Management (West Palm Beach): Christopher J. Damante, Robert C. Damante Hollenbaugh Rukeyser Safro Williams (West Palm Beach): David Hollenbaugh, Peter Rukeyser, Wayne Safro, Alexander Williams Palm Beach Wealth Consulting Services (West Palm Beach): John C. Castronuovo, Robert E. DeForest The third annual 2025 Forbes Best-in-State Wealth Management Teams list is comprised of over 5,300 teams that collectively manage over $7 trillion of assets. The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms. For the full list and further information, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/ Notes to Editors About UBS UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE). https://www.ubs.com © UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.

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