Naples, FL Laurel Oak Drive Suntrust Office

Matthew Reimann is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and four years of industry experience. He previously worked at Capitol Securities Management and has diverse experience including roles at the City of Louisville Parks and Recreation and Virginia Military Institute. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor investment solutions. The firm combines institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending.

Russell Roth is a financial advisor at UBS Financial Services with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and capital markets services supported by proprietary research and model-based asset allocations.

John P. Rocco is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and custody services through its platform.

Michael Rhodes is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. 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 combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Michael Rubenstein is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. He has held positions at several firms, including BMO Harris Wealth Management, BNY Mellon Wealth Management, Akerman LLP, and SunTrust Private Wealth Management. Rubenstein serves on the boards of the Estate Planning Council of Naples, the Rubenstein Family Foundation, and the Jewish Federation of Greater Naples. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets solutions through a large network of advisors.

Alexia Boyd is a financial advisor at UBS Financial Services with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs. UBS Financial Services serves individual, corporate, and institutional clients through a combination of 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 strategies to client goals.

William Ferriel is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2007. He is involved with a private family foundation focused on philanthropy. 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 provides access to proprietary research and affiliated banking solutions.

Mark Zeller is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with UBS since 2013. Outside of his advisory work, he serves as a board member and secretary for the Jack Martin Fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Anthony Horan Jr. is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. He has worked with Triad Advisors, Inc. and Gitterman Wealth Management since 2015. Horan maintains an active role as a financial advisor at Gitterman Wealth Management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm integrates proprietary capital market research, model-based asset allocations, and institutional trading capabilities to support customized financial planning and portfolio management.

William Einstein is a financial advisor at UBS Financial Services with 45 years of industry experience. He has worked with UBS since 1995 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. 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 services and uses proprietary research and model-based asset allocations to tailor client plans.

Joseph Matina is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS Financial Services since 2006. Matina is involved with Albright College, a nonprofit organization. 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 and leveraging proprietary research and model-based asset allocations.

Tanya Cutrone is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has previously worked at SunTrust Advisory Services and PNC Wealth Management. 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 utilizes proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Christopher Mckenna is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS Financial Services Inc. since 2006. He holds the Series 66 designation and is based in Naples, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research, capital markets services, and affiliated banking programs.

Anna Dean is a Series 66 licensed financial advisor with UBS Financial Services in Naples, FL, where she has worked since 2018. She has six years of industry experience and previously worked at Dell from 2012 to 2018. Outside of her advisory role, Dean has involvement with DoorDash in the food delivery sector. 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 services and offers research and capital markets products through a large network of financial advisors.

Ralph Picascio is a CFP®-certified financial advisor with 43 years of industry experience, currently with UBS Financial Services since 2012. He holds Series 63 and Series 65 licenses and is based in Naples, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of financial products.