Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Jeffrey R. Berry, AAMS®

Vice President - Wealth Management
Financial Advisor
jeffrey.berry@ubs.com

As a general partner of the Genesis Wealth Management, Jeffrey emphasizes retirement income and portfolio construction. He uses tactical allocations to reduce risk and increase portfolio performance on a risk adjusted basis using both traditional and non-traditional asset classes.

He holds the designation of Accredited Asset Management Specialist (AAMS®) from the College for Financial Planning in Denver, Co and a Certificate in Financial Planning from Florida State University. He received a Bachelor Degree in Accounting from the University of South Florida and an M.B.A. from Florida Gulf Coast University. He is FINRA-registered and holds Series 7 and 63 securities licenses as well as licenses for life, long term care, fixed and variable annuities.

Jeffrey has lived in Southwest Florida since 1974 and has been married to his wife Debbie, who is a local pharmacist, since 1995. They are raising three children Zack, Ryan and Chelsea in Southwest Florida

 

 


Registered States:
AK, AZ, CA, CT, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI


Jerome D. King, CFP®, CRPC®

Vice President - Wealth Management
Financial Advisor
jeremy.king@ubs.com

As a general partner of the Genesis Wealth Management, Jeremy emphasizes financial planning with a focus on retirement income planning, estate & legacy planning, education funding and structures for charitable giving.

He holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Consultant (CRPC®) from the College for Financial Planning in Denver, Co and a Certificate in Financial Planning from Florida State University. He has a Bachelor Degree in Finance from Florida Gulf Coast University.  He is FINRA-registered and holds Series 7 and 63 securities licenses as well as licenses for life, long term care, fixed and variable annuities.

Jeremy has lived in Southwest Florida since 1975 and has been married to his wife Jessica, who is a local CPA®, since 2000. They are raising three children Joshua, Mallory and Morgan in Estero, Florida.

Jeremy is on the Board of Directors for March of Dimes Southwest Florida Division.  He is an Eagles Club Member of Florida Gulf Coast University.  He is also a proud member of Summit Church in Estero.


Registered States:
AK, AZ, CA, CT, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI


David J. Moreland, CRPC®

Vice President - Wealth Management
Financial Advisor
Wealth Advisor
dave.moreland@ubs.com

As a general partner of the Genesis Wealth Management, David emphasizes financial planning with a focus on retirement income planning, estate & legacy planning, education funding and structures for charitable giving.

He holds the designation of Chartered Retirement Planning Consultant (CRPC®) from the College for Financial Planning in Denver, Co. He has a Bachelor Degree in Business from Florida State University.  He is FINRA-registered and holds Series 7 and 63 securities licenses as well as licenses for life, long term care, fixed and variable annuities.

David has lived in Southwest Florida since 1984 and is married to his wife of 16 years, Brooke. They are raising two children Sam and Jesse in Fort Myers, Florida.

He is a member of the Board of Directors for several local boards in Southwest Florida.  He is also a proud member of Life Church.


Registered States:
AK, AZ, CA, CT, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI


Jason Trent Scoggins, CMFC®

Vice President - Wealth Management
Financial Advisor
jason.scoggins@ubs.com

As a general partner of the Genesis Wealth Management, with 20 years of experience, Jason assists clients with the identification of financial needs and goals.  He focuses on the creation of investment solutions and portfolio management.

He has a Bachelor Degree in Finance from the University of South Alabama. He is FINRA-registered and holds Series 7 and 63 securities licenses as well as licenses for life, long-term care, and fixed / variable annuities.

Jason has lived in Southwest Florida since 1991 and has been married to his wife Diane since 1990. They are raising two children Jordan and Joshua in Fort Myers. He is an active member of the Southwest Florida Sigma Chi Fraternity Alumni Chapter and a volunteer with the Fort Myers Teen Challenge Re-Entry Program. He is also a proud member of Next Level church.


Registered States:
AK, AZ, CA, CT, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI


William White, III

First Vice President - Wealth Management
Financial Advisor
Wealth Advisor
william.white@ubs.com

As a general partner of  the Genesis Wealth Management, Bill emphasizes financial planning with a focus on portfolio construction and review. Building lasting relationships with clients and offering advice to families is a key priority for him.

He has a Bachelor Degree in Business Marketing and Finance from Florida Southern College. He is FINRA-registered and holds Series 7 and 63 securities licenses as well as licenses for life, long term care, fixed and variable annuities.

Bill has lived in Southwest Florida since 1983 and is married to his wife, Kim, since 1983. They have raised four children and are now the proud grandparents of two grandchildren.

Bill and Kim enjoy traveling and have been members of McGregor Baptist Church since 1985


Registered States:
AK, AZ, CA, CT, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI


Justin D. Warzala

Wealth Strategy Associate
justin.warzala@ubs.com

As a partner of the Genesis Wealth Management Group, Justin uses his customer service expertise to enhance our client's experience here at UBS.  His focus is on providing support to the team as well as addressing every client's expectation and needs.  In addition, he develops comprehensive financial plans and assists in the team's marketing efforts. 

He has a Bachelor Degree in Finance from Florida Gulf Coast University.  He is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life, long term care, fixed and variable annuities.

He is a member of the Board of Directors for "Florida Gulf Coast University Alumni Association".  He is also an active member of the Sigma Phi Epsilon Alumni Chapter and the Financial Planning Association.


Registered States:
FL


James Tronnes

Senior Client Service Associate
james.tronnes@ubs.com

As a partner of the Genesis Wealth Management Group, James uses his 30 plus years of experience in the financial services industry to enhance our client's experience here at UBS. His focus is on providing support to the team as well as making sure that every client expectation is addressed and satisfied. In addition, he is responsible for handling the day to day operations as it relates to clients' accounts.

He has Bachelor Degrees in both Business Management and German from Florida State University.

Jim has lived in Southwest Florida since 1968 and married to his wife Dottie since 1983. They have raised two children Stephanie and Alex. They now enjoy getting out on the weekends and kayaking the back bays and rivers of Southwest Florida.


Danielle Osborn

Client Service Associate
danielle.osborn@ubs.com

As a partner of the Genesis Wealth Management Group, Danielle uses her 15 years of customer service expertise to enhance our client's experience here at UBS.  Her focus is on providing support to the team as well as addressing every client's expectation and needs.  In addition, she is responsible for handling the day to day operations as it relates to clients' accounts.

She has a Bachelor Degrees in both Psychology and Art Therapy from Montclair State University.

Danielle relocated to beautiful Southwest Florida from New Jersey in 2014.  She enjoys language study and is a proud member of St. Columbkille Church in Fort Myers.


Registered States:
FL