Winter Haven, FL 1st Street South Office

Amy Garbrecht is a CFP® and holds a Series 66 license with 20 years of experience in the financial services industry. She has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and data analytics.

Mark Williams is a financial advisor with UBS Financial Services in Winter Haven, FL, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2008. 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 a broad range of capital markets and research resources to its clients.

Deborah Swenson is a financial advisor at UBS Financial Services with 40 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines 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.

Rachel Lobdell is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is connected to WealthEnV LLC, a technology and media company developing a video game focused on financial literacy, though she does not have an active role in the company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines proprietary research and model-based asset allocations to tailor client plans and provides a range of services including financial planning, portfolio management, and capital markets activities.

Eric Johnson is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves on the Board of Trustees for the Alpha Tau Omega Fraternity at the University of Florida and is a member of the finance committee on the Board of Directors for Sea Turtle Care and Conservation Specialists Corporation. 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 model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk tolerances.