65 UBS Advisors in Florida named Best-in-State by Forbes

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04/11/2025 - 11:36 AM

JACKSONVILLE, Fla.--(BUSINESS WIRE)-- UBS today announced that 65 financial advisors in the firm’s Florida Wealth Management Market have been named to the Forbes Best-in-State Wealth Advisors list for 2025. Among those recognized, UBS advisor Christopher Aitken was named #1 in the Jacksonville area, and Naples-based advisors Joe Matina and Jason Stephens were recognized in the top 250 advisors nationally by Forbes.

The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.

“We are incredibly proud to see so many of our talented advisors recognized on the Forbes Best-in-State Wealth Advisors list for 2025,” said Lane Strumlauf, Florida Market Executive at UBS. “This achievement underscores their unwavering commitment to excellence and dedication to our clients' financial success. Congratulations to all our advisors for this well-deserved honor.”

The UBS advisors named to the list are:

Aventura

Worth Boyce – PWM

Seth Ripple

Nick Sadowsky – PWM

Boca Raton

Meryll Bangsil

Michael Bober – PWM

Jake Bryant

Brian Buetel

Cameron Buetel

Alex Santos

Mark Smith

Eddie Ventrice – PWM

Clearwater

Dale Emerick

John Petika

John Petika Jr.

Coral Gables

Stephen Schaefer – PWM

Ft Myers

David McQuade

Ft. Lauderdale

Hiromi Hanamura

Chris Garvin

Megan MacGowan

Jim Perez

Mark Swenson

Christopher Niles

Gainesville

Mike Carr

Ruth Kirk

Melbourne

Todd Starkey

Miami

Manuel Coroalles

Steve Gold

Kate Reilley

Pam Segal Rhodes

Federico Sanchez

David Warren – PWM

Naples

Terry Dean

Doug DiGiorno

Michael Lundon – PWM

Nicholas Maurillo – PWM

Joseph Matina – PWM

Christopher McKenna – PWM

Michael Rhodes – PWM

Jason Stephens – PWM

Orlando

Ashley Laubach

Manish Mehta – PWM

PJ Mehta

Heather Mount

Jerrey Thurston

Palm Beach

John Castronuovo – PWM

Chris Damante

Robert DeForest – PWM

Brian Lowenthal – PWM

Andrew Plum

Kristen Scarpa Bissett – PWM

Palm Beach Gardens

Peter Foley

Trey Mahoney

Tom Smith

Ponte Vedra

Christopher Aitken – PWM

Sarasota

Brian Mariash – PWM

Jose Rivera

St. Petersburg

John Posey

Chris Taylor

Tampa

Frank Brawley

Paul Dolcimascolo – PWM

Brian Gray – PWM

Brian Robinson

Vero Beach

Tom Mantione – PWM

Winter Haven

Eric Johnson

Conley Thornhill

The advisors highlighted on the seventh annual Forbes Best-In-State Advisors ranking oversee a collective $16.7 trillion in assets. The 2025 Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management.

For the full list and further information, visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/

Notes to Editors

About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.