Experience Makes all the difference

Over the past 15 years, the Calusa Group has developed a world class understanding of the unique needs and goals of businesses, not for profits, foundations, and retirement plans. We have worked hand in hand with our clients to design innovative processes and products. Backed by the resources of the world’s strongest bank, the Calusa Group is able to provide our clients with services and peace of mind so they are able to focus on running their business knowing that their assets are being managed appropriately to their needs. Our experience, flexibility, breadth and depth of services distinguish the Calusa Group.

 

The Calusa Group is a member of the UBS Institutional Consulting Group. The UBS Institutional Consulting Group is a select collection of 85 teams throughout the US that are dedicated to delivering world class independent advice to businesses, governments, not for profits, religious organizations, and retirement plans. UBS Institutional Consulting Group oversees nearly 80 billion dollars of assets for approximately 1,000 clients.

 

Thomas L. Burt, CFP®, CPM®, CIMA®, ChFC®

Senior Vice President - Investments
Senior Portfolio Manager
Institutional Consultant, UBS Institutional Consulting
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239-277-3636

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Since 2002, Thomas Burt has been assisting companies and not for profits with their investments and retirement plans.  After receiving his degree in Finance, Marketing, and Multi-National Business from the Florida State University, Tom moved to Fort Myers, Florida to work with Morgan Stanley. 

 In 2012, Tom moved to UBS to work with the Institutional Consulting Group in Florida. He currently assists the consulting efforts of over 200 UBS Advisors in Florida.

Mr. Burt is a frequent lecturer on investments and the consulting industry. Tom is a past member of the Professional Advisory Committee to The American College and one of the top national fundraisers for the Muscular Dystrophy Association and Gallaudet University, a college for the deaf. He lives in Fort Myers, FL with his wife, Nina, and their daughters Anabella, Siena, and Teagan.

Credentials

  • Certified Investment Management Analyst (CIMA®) from The Wharton School, University of Pennsylvania
  • Certified Portfolio Manager, (CPM®) Columbia University
  • Accredited Investment Fiduciary™ (AIF®) from Fiduciary 360
  • Certified Financial Planner™ Practitioner by The CFP® Board
  • Chartered Financial Consultant (ChFC®) from The American College
  • Chartered Life Underwriter (CLU®) from The American College Distinctions
  • Honorary Key to the City, Bonita Springs, FL
  • 40 under 40 Gulfshore Business
  • 40 under 40 Gulf Coast Business Review
  • 35 under 35 UBS Financial Services, Inc.


Registered States:
CO, FL, GA, IL, KY, MA, MI, MN, NJ, OH, OK, SC, TX, VA

John Timothy McGee, II, CPM®

Vice President - Wealth Management
Institutional Consultant, UBS Institutional Consulting
Portfolio Manager
Visit my personal page
239-277-3657
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John began his career in the financial and insurance industry in 2002. John has a unique background working on numerous aspects of clients’ financial matters including risk management, financing, and asset management; providing him with insight into the factors affecting a client’s financial position. Prior to joining UBS in 2012, he has worked at Morgan Stanley Smith Barney, Oswald Trippe & Co. Insurance and Groves Funding. John received his BS in Criminology from the University of South Florida. He is a 4th generation native of Fort Myers and lives there with his wife Tracy and two children, JT and Madison.

Credentials 

  • Certified Portfolio Manager, (CPM®) Columbia University

Distinctions

  • Honorary Key to the City, Labelle, FL
  • 40 under 40 Gulfshore Business


Registered States:
CO, FL, GA, IL, KY, MA, MI, MN, NJ, OH, OK, SC, TX, VA