We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.*
* Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances.
Paul Stanislau, CIMA®, CPM®
Senior Vice President - Wealth Management
Senior Portfolio Manager
Paul earned is B.S. Degree from Rutgers University in 1973. His financial services career began in 1984. Since that time Paul has received his Certified Investment Manager Analyst (CIMA®) certification from the prestigious Wharton School of Business and obtained his Certified Portfolio Manager (CPM) designation from Columbia University. Paul specializes in the area of Portfolio Management and Construction. In his spare time he enjoys playing golf and spending time with family and friends. Paul currently resides in Jensen Beach, FL.
CA, CT, FL, IL, IN, KS, KY, MA, ME, MI, MO, NC, NH, NJ, NY, OH, PR, SC, TN, VA
Peter J. Navaretta, CRPC®, CMFC
P.J. has worked in the financial services industry since 2002. Working with Prudential Securities and Morgan Stanley. He joined UBS in 2011. He specializes in the areas of comprehensive wealth planning. He currently holds the Chartered Retirement Planning Counselor and Chartered Mutual Fund Counselor designations through the College of Financial Planning. Originally from Stuart, FL., he currently resides in Palm City, FL. with his wife Jennifer and their two children, Jake and Marley Kate. In his spare time he enjoys golfing, baseball and being active with JDRF.
CA, CT, FL, HI, IL, IN, KS, KY, MA, ME, MI, MN, MO, NC, NH, NJ, NY, OH, PA, PR, SC, TN, VA
Pete began his financial services career with EF Hutton in 1983 and he has maintained his business locally for 29 years. He joined UBS in 2011. Prior to that he was responsible for development of the Florida Institute of Technology in Jensen Beach, FL. Pete has his MBA degree from Florida State College. Pete currently lives in Jensen Beach, FL. with his wife Pat. Pete has two children, P.J. and Alexis along with four grandchildren. Pete has been a resident of Martin County for over 40 years. In his spare time, Pete likes to fish and golf.
AL, CA, CT, FL, GA, HI, IL, IN, KY, MA, ME, MI, MO, NC, NH, NJ, NY, OH, PA, PR, SC, TN, VA
Senior Client Service Associate
Karen has been with the team since inception and has worked in the financial services industry for the past 13 years. Karen believes in providing superior customer service to our clients. Originally from Long Island, NY; Karen moved to Florida in 1999 and resides in Port St. Lucie with her Husband John.