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Warren M
Series 63, Series 66
Key West, FL
UBS Financial Services
Warren Mcpeters is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at NBC Securities, City National Bank, RBC Capital Markets, Citigroup Global Markets, and Legg Mason Wood Walker. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.
Maura P
Series 63, Series 65
Key West, FL
UBS Financial Services
Maura Poiesz is a financial advisor with UBS Financial Services in Key West, Florida, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 2012. Outside of her advisory work, she serves on the fundraising committee for the Match Fit Soccer Academy, supporting her daughter's soccer team. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client solutions.
John O
Series 63, Series 65
Key West, FL
UBS Financial Services
John O'Leary is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside his advisory role, he serves on the Board of Directors and the Business Affairs Committee at Saint Leo University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm operates across multiple financial sectors, including trading, market-making, and wealth management.
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