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Michael O

Series 63, Series 65

Inlet Beach, FL

UBS Financial Services

Michael Olmsted is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 2015 and holds Series 63 and Series 65 licenses. Outside of finance, he is a musician and singer-songwriter. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Benjamin D

Series 66

Inlet Beach, FL

UBS Financial Services

Benjamin Dukes is a Series 66-registered financial advisor at UBS Financial Services with 16 years of industry experience. He has been with UBS since 2012 and previously worked at the Georgia Institute of Technology from 2018 to 2021. He serves as an executor of an estate, which is noted as part of his other professional activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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