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Janet S
Series 63, Series 65
Jacksonville, FL
UBS Financial Services
Janet Shatto is a financial advisor at UBS Financial Services with 28 years of industry experience. She has been with UBS since 2005 and holds the Series 63 and Series 65 credentials. Outside of her advisory role, she is involved in a small business, The Purple Winged Pop Up, which sells crafts and miscellaneous items online and at local craft fairs. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management and offers both proprietary research and a broad range of capital markets services.
Dino R
Series 63, Series 65
Jacksonville, FL
UBS Financial Services
Dino Ragazzo is a financial advisor with UBS Financial Services in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 1989. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.
Benjamin S
Series 66
Jacksonville, FL
UBS Financial Services
Benjamin Smithers is a Series 66 credentialed financial advisor with 14 years of industry experience. He has worked at UBS Financial Services since 2022, following nearly a decade at Bank of America and Merrill. Based in Jacksonville, FL, he currently serves clients through UBS’s platform. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets operations.
Matthew A
Series 66
Jacksonville, FL
UBS Financial Services
Matthew Anderson is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Deutsche Bank Securities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.
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