Jacksonville, FL Independent Drive Office

Kyle Baldasso is a financial advisor at UBS Financial Services with 12 years of industry experience. He previously spent eight years with Merrill before joining UBS in 2022. Outside of his advisory role, he creates and sells wooden art projects and refurbishes furniture as an individual entrepreneur. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm provides a broad range of services, including wealth management, institutional trading capabilities, and proprietary research.

Franklin Beard is a financial advisor with UBS Financial Services in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he is a partner in Underbelly Productions Inc., a live music venue and hospitality business. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management solutions and offers a broad range of capital markets services.

Jackson Neri is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. Prior to his current role, he was involved in photography, videography, and drone piloting through his business, East Coast Virtual Tours. UBS Financial Services offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations to create tailored financial plans. The firm also provides a range of capital markets services alongside wealth management.

James Williams is a financial advisor with UBS Financial Services in Jacksonville, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2019, he worked at Merrill from 2017 to 2019 and has additional experience outside finance at Integrity Transport. He is also involved with the Jacksonville Basketball Academy as a coach and trainer, providing group and private basketball training to youth. Additionally, Williams serves as an assistant basketball coach for the Junior Varsity Men's basketball team at Providence School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Joel Nichols is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2006. Outside of his advisory role, Nichols serves on a committee for Young Life of North Saint Johns County, a charitable organization focused on ministry to teenagers, where he supervises staff and fundraising efforts. UBS Financial Services 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 advice to clients' goals and risk tolerances.

Jessica Albino is a financial advisor with UBS Financial Services in Jacksonville, FL, holding a Series 66 designation and bringing 21 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, Albino serves as treasurer for a local church and is the owner of a trucking business. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management through proprietary research and a variety of investment products.

Kevin Pacciano is a Series 66 registered financial advisor with UBS Financial Services in Jacksonville, FL, with 26 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he is a partner in NP Capital, a real estate business involved in buying and selling properties. 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, including fee-based financial planning and portfolio management.

Michael Gallagher is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. Gallagher is based in Jacksonville, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research from UBS Global Research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services across a broad platform that includes fee-based financial planning, portfolio management, and capital markets activities.

Holly Van Wagner is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at UBS Financial Services since 2015, with a brief period at Morgan Stanley in 2017-2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. 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.