Stuart, FL South East Ocean Blvd. Office

Portia Clark is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 2012 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as the Financial Secretary for Immanuel Full Gospel Baptist Church, where she prepares church financial reports. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Justin Shulman is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to his advisory role, he worked at Silversea Cruises for four years and with the Miami Dolphins for one year. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Christopher Morgan is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. 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 and provides research, custody, underwriting, and capital markets solutions.

William Gilcher is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad platform that includes proprietary research and affiliated banking programs.

Raymond Klahne is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Greg Thogersen is a Series 66-licensed financial advisor with UBS Financial Services in Stuart, Florida, where he has worked since 2012. He has 22 years of experience in the industry. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Peter Kakoyannis is a financial advisor with UBS Financial Services in Stuart, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He 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 and leveraging proprietary research and model-based asset allocations in its advisory approach.

Radika Mangar is a financial advisor at UBS Financial Services with 34 years of industry experience. She holds the Series 63 designation and has worked at UBS since 2009, following an 11-year tenure at Citigroup Global Markets. 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Dennis Oleszkowicz is a financial advisor with UBS Financial Services in Stuart, FL, holding Series 63 and Series 66 licenses and bringing 48 years of industry experience. He has been with UBS and UBS PaineWebber since 2003. Outside of his advisory role, he is involved in real estate ownership. 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, utilizing proprietary research and model-based asset allocations to tailor investment plans.

Sean Daley is a Series 66-licensed financial advisor with UBS Financial Services in Stuart, FL, where he has worked for 14 years. He has 24 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm operates both as an advisory and principal trading institution, providing a broad range of capital markets services alongside wealth management.