UBS today announced that 35 advisor teams in the firm’s Florida Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list.
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 congratulate our advisors for receiving this national recognition, which is a testament to their hard work and dedication to serving client needs,” said Lane Strumlauf, Florida Market Executive at UBS.
Among those recognized, UBS advisor team The Summit Group ranked #1 in Florida – North on this year’s list.
The advisor teams named to the list are:
The Summit Group (Winter Park): Manish Mehta, Paul Higgins, Pranjal Mehta, Richard G. Berardo.
Winter Park Wealth Management (Winter Park): Jerrey A. Thurston, Ed C. LeMasters, Mitch Schrenk, Brian R. Lidén, Heather R. Mount
The Watkins Johnson Wealth Management Group (Winter Haven): Jack M. Watkins Jr., Eric E. Johnson
Constellation Wealth Management (Aventura): Nick Sadowsky, Worth Boyce, Hank Boyce, Missy Fierman
Boca Raton Wealth Consulting Group (Boca Raton): John Pastorello, Meryll B. Bangsil, Jacob A. Bryant
BV Group (Boca Raton): Michael Bober, Ed Ventrice, Michael MacDonald, Alex Santos, William Marino, Sarah Ponczek
The Buetel Wealth Management Group (Boca Raton): Brian Buetel, Cameron Buetel
The Petika Wealth Management Group (Clearwater): John T. Petika Sr., John P. Petika Jr., James Petika, Steve Murray
Schaefer-Hanamura Group (Coral Gables): Stephen Schaefer, Hiromi Hanamura
Coastal Partners (Fort Lauderdale): W. Scott Parker, Sean M. Riley, Chris Pendrak, W. Scott Parker Jr.
The Garvin Financial Team (Fort Lauderdale): Chris Garvin, Mark Swenson, Jennifer Garvin, H. Glenn Garvin
1280 Financial Partners (Fort Myers): Charles I. Todd, Thomas L. Burt, Duane Ohly, Brett R. Kinzel, John T. McGee, Carol Powell
Neri, Pacciano Wealth Management (Jacksonville): Chris Neri, Kevin Pacciano
Comprehensive Financial Consultants (Jacksonville): Bucky Buchanan Jr., Joel Nichols, Zach Williams
The Beard Williams Group (Jacksonville): Franklin Beard
Bridgelane Wealth Management (Miami): Peter Zubizarreta, Randall Bodner, Manuel Coroalles, Kathleen Reilley
VPHN Wealth Partners (Miami): Melissa Van Putten-Henderson, Doris Neyra, Kelly Baker Ferrarese
Orbis International Financial Group (Miami): Federico Sanchez, Pam Segal Rhodes
Naples Northbrook Wealth Management (Naples): Terry Dean, Teri Conklin, Betsy Nelson, Doug DiGiorno, Martha Maher Naselli
The Matina Group (Naples): Joseph Matina, Christopher McKenna, Amy West, Lauren Mirman, John Rocco
The Stephens Group (Naples): Jason Stephens, Michael Lundon
Coastal Lighthouse Wealth Management (Palm Beach Gardens): Douglas Twohill, Steven Scalici, Ryan Shippy
Focus Wealth Management (Palm Beach Gardens): Trey Mahoney, Peter Foley, Jay Marvin, Philip Jordan, Justin Warzala
Sanctuary Private Wealth (Ponte Vedra Beach): Christopher Aitken, Ken Tonning, David Hanvey, Tyson Rising, Lacey Conner
Mariash Lowther Wealth Management (Sarasota): Brian Mariash, J. Barton Lowther
The Family Wealth Group (Sarasota): David Begala, Eric Dunn, Jaime Messinger, Al Caliendo
Endeavor Wealth Consultants (Tampa): Daniel Zucker, Wade Kornblith
SageView Partners (Tampa): Samantha Parker Hopkins, Jeffrey L. Hogue
Synergy Wealth Consultants (Tampa): Brian Robinson, John Posey, Trent Ulrich, Mallory Posey
Tampa Bay Private Wealth Management (Tampa): Brian K. Gray, Paul S. Dolcimascolo, John Grandizio
The Shantz Mantione Group (Vero Beach): Thomas Mantione, Andrew Shantz, Greg Merrill, Jill Faherty Lloyd
Berman Partners (West Palm Beach): Brian Lowenthal, Kristen Bissett
Damante Partners Wealth Management (West Palm Beach): Christopher J. Damante, Robert C. Damante
Hollenbaugh Rukeyser Safro Williams (West Palm Beach): David Hollenbaugh, Peter Rukeyser, Wayne Safro, Alexander Williams
Palm Beach Wealth Consulting Services (West Palm Beach): John C. Castronuovo, Robert E. DeForest
The third annual 2025 Forbes Best-in-State Wealth Management Teams list is comprised of over 5,300 teams that collectively manage over $7 trillion of assets. The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.
For the full list and further information, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/
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. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. 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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250205879732/en/
Contacts
Media Contact:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com
