Bonita Springs, FL Office

Richard Malloy Jr. is a financial advisor with UBS Financial Services in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at UBS Financial Services since 2008. Outside of his advisory role, he is involved with an LLC focused on real estate investment purposes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

John Eyerman Jr. is a financial advisor with UBS Financial Services in Bonita Springs, FL. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Timothy Skelton is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is involved as a partner in a real estate partnership that manages rental properties and has ownership in a lakehouse held in an LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans and portfolio management based on proprietary research and market analysis.

Evans Connelly Jr. is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 1989. He holds Series 63 and Series 65 designations. UBS Financial Services Inc. 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 provides a broad range of capital markets and advisory products.

Bradley Boeckman is a financial advisor with UBS Financial Services in Bonita Springs, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he volunteers with the Boy Scouts of America Cleveland Council, teaching life leadership skills and assisting with annual fundraisers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with a broad range of capital markets services.

Wendy Vigh is a financial advisor with UBS Financial Services in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies.

James Coan is a financial advisor with UBS Financial Services in Bonita Springs, FL. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 15 years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research and capital markets services.

Gary Young is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Carin Thomas is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she is an author and creator of specialized financial workbooks, including one focused on financial guidance for individuals going through divorce, and she has held leadership roles in community organizations such as the MN Super Bowl Host Committee and The Colony Foundation in Bonita Springs, FL. UBS Financial Services operates as both a broker-dealer and investment adviser, serving individual, corporate, and institutional clients with a range of financial planning and portfolio management services. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based strategies to tailor investment solutions.