West Palm Beach, FL Okeechobee Blvd. Office

Team
Updated today

Client AUM

$761,713,741,255

Clients

1,098,059

Advisors

56

Of 9,322 advisors across 992 offices

Location

525 Okeechobee Blvd. Suite 1500

West Palm Beach FL 33401

Advisors at this office

56

Advisors at this office

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Ryan M

Series 66

West Palm Beach, FL

UBS Financial Services

Ryan Mcgovern is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he is a sole proprietor landlord of a condominium in Secaucus, New Jersey. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, 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 investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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John H

Series 63, Series 65

West Palm Beach, FL

UBS Financial Services

John Hardin is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA for six years. 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, supported by proprietary research and a broad platform of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Peter L

Series 66

West Palm Beach, FL

UBS Financial Services

Peter Lansing is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018, following two years at SandPointe. Based in West Palm Beach, FL, his career spans both advisory and brokerage roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad array of capital markets services and proprietary research to tailor strategies to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Timothy S

Series 63, Series 65

West Palm Beach, FL

UBS Financial Services

Timothy Smith is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A., as well as extensive experience within UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Donald D

Series 66

West Palm Beach, FL

UBS Financial Services

Donald Dever is a financial advisor with UBS Financial Services in Fort Pierce, Florida, holding a Series 66 credential and 18 years of industry experience. He has been with UBS Financial Services since 2015. Dever serves on the Nova Southeastern University Regional Campus Advisory Board and the University of Miami Planned Giving Advisory Board, participating in higher education outreach and charitable giving initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets, custody, and lending solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Ryan S

Series 65, Series 63

West Palm Beach, FL

UBS Financial Services

Ryan Smith is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 65 and Series 63 licenses and beginning his advisory career in 2026. Prior to joining UBS, he gained experience at Grow Financial Federal Credit Union and Penske Truck Leasing Co., as well as educational roles at the University of South Carolina and Exeter Township schools. 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.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michael R

Series 63, Series 65

West Palm Beach, FL

UBS Financial Services

Michael Rodbell is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of his advisory role, he manages Rodbell Family LLC, a holding company focused on asset protection and investment decisions. 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 range of products and research-driven tailored solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Todd C

Series 65, Series 63, Series 66

West Palm Beach, FL

UBS Financial Services

Todd Carey is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 65, Series 63, and Series 66 designations and has been with UBS since 2014. Carey is involved in several outside business activities, including advisory and management roles with a restaurant partnership and trusteeship at an arts and crafts society. 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 plans and offers a broad range of capital markets and advisory services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Luke B

Series 66

West Palm Beach, FL

UBS Financial Services

Luke Bartolf is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 credential and has held positions at Value View Financial Corp., Palm Beach Atlantic University, and the First Presbyterian Church of North Palm Beach. Outside of finance, he has worked as a golf course desk attendant at Sandhill Crane Golf Course. 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 proprietary research to tailor plans based on clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Mellessa G

Series 66

West Palm Beach, FL

UBS Financial Services

Mellessa Gardener Davila is a financial advisor at UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation with 17 years of industry experience. She has been with UBS Financial Services Inc. since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources to tailor investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Christopher D

CFP®, ChFC®, Series 63, Series 65

West Palm Beach, FL

UBS Financial Services

Christopher Damante is a CFP® and ChFC® professional with 32 years of experience in the financial services industry. He has been with UBS Financial Services in West Palm Beach, FL since 2012. UBS Financial Services serves individual, corporate, and institutional clients through 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 utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Catherine M

Series 66

West Palm Beach, FL

UBS Financial Services

Catherine Mc Dermott is a financial advisor at UBS Financial Services with eight years of industry experience. She previously worked at Wells Fargo Private Bank for 14 years. Mc Dermott serves as a board member of The Glades Academy, a non-profit public charter school in Pahokee, Florida. 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 delivers advisory solutions tailored to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Sarah C

Series 66

West Palm Beach, FL

UBS Financial Services

Sarah Chambers is a Series 66 licensed financial advisor with three years of industry experience. She is currently with UBS Financial Services, where she has worked since 2023. Her prior experience includes roles at Wells Fargo Clearing and various positions in the retail sector. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management offerings, using proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Samanta P

Series 66

West Palm Beach, FL

UBS Financial Services

Samanta Perez Rincon is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMorganChase and various roles outside finance, including at The Breakers Palm Beach and involvement with Lightning Softball/Baseball Camp. 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 a broad range of capital markets products and research.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Jennifer T

Series 63, Series 66

West Palm Beach, FL

UBS Financial Services

Jennifer Thompson is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with UBS since 2004. 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 uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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