Fort Myers, FL Office

Susan Watts is a financial advisor at UBS Financial Services with 39 years of industry experience. She has been with UBS since 1985. Outside of her financial career, she has written a fictional book along with a prequel and two sequels and is seeking publication for these works. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of financial services.

Jonathan Casimini is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2010. Outside of his advisory role, he was involved with Chops City Grill from 2009 to 2017. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad range of offerings, supported by proprietary research and capital markets services.

Michael Conitz is a financial advisor at UBS Financial Services in Fort Myers, FL. He holds a Series 66 designation and has been with UBS since 2025. Outside of finance, he has been involved in managing golf courses and country clubs since 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Richard Williams is a financial advisor with UBS Financial Services in Fort Myers, FL, holding a Series 63 designation and 44 years of industry experience. He has worked at UBS since 2012 and previously spent over 20 years at Morgan Stanley in various capacities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Michael Stryker is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2012 and is also a part-time musician and songwriter. Outside of finance, he owns Spindrift Guitars Inc., a retail business specializing in guitar sales. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Adam Piatt is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management, proprietary research, and a broad service platform.

Debra Merwin is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and LPL Financial. Outside of her advisory role, she is a notary. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with tailored financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Nicholas Maurillo Jr. is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner in multiple real estate investment entities. 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 employs proprietary research and capital market assumptions to tailor client strategies.

David Mc Quade is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he captains Pelagic Birding Charters for birdwatching excursions in the Gulf of Mexico. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering research-driven, model-based investment strategies tailored to clients' goals.

Mina Choe Mc Quade is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Equitable Advisors LLC and has experience in consulting and other roles outside the financial industry. Mc Quade serves as an associate board member of the Korean American Foundation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including 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 client solutions.

Juliana Lombardo is a Series 66 licensed financial advisor with UBS Financial Services in Tampa, FL, having two years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Equitable Advisors. Outside of finance, she has worked in the food service industry with Little Greek New Tampa and Vale Food Co. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services across a broad array of investment products.

Parker Conitz is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has worked in various roles including positions at multiple country clubs and a golf preserve. UBS Financial Services serves individual, corporate, and institutional clients through 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.

Daniel Hynden is a CFP® professional with 11 years of experience, currently serving as a financial advisor at UBS Financial Services in Fort Myers, FL. He has been with UBS Financial Services since 2013. 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. The firm uses proprietary capital market assumptions and research to tailor investment plans to clients’ goals and risk tolerances.

Karen Zeis is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2012. UBS Financial Services 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 and delivers advisory work through a network of Financial Advisors using proprietary research and asset allocation models.

Natasha Lark is a financial advisor at UBS Financial Services with 13 years of industry experience. She has worked at several firms including Raymond James and Associates, Morgan Stanley, and SunTrust/GenSpring. Between 2018 and 2019, she traveled and studied for the CIMA designation at Yale University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.