Terry graduated from the University of Florida with a Bachelors degree  in Business Administration specializing in marketing with a minor in economics. Terry brings to the group a wealth of experience, as his career in the financial services industry spans over 22 years. Terry focuses on asset preservation strategies, cash management, fixed income and annuity strategies.

Terry was captain and quarterback of Florida's 1993 SEC Championship football team. A resident of Naples since 1981, Terry and his wife, Robin, enjoy spending family time with their children Tyler, Mason, Brady and Grace. He also likes coaching football, hunting, fishing and playing golf. Terry is President of the SWFLA Fellowship of Christian Athletes Chapter.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI

Teri has spent her entire financial service career with UBS, joining the firm in 1982. Her long tenure in the industry has given her the perspective needed to take advantage of bull markets, and weather bear markets and recessions.  She is an expert at creating retirement income strategies for retail investors and families.

Teri develops an understanding of what is important to clients by taking the time to get to know them and bring their vision into clear focus before making any recommendations. Her goal is to build long-term relationships to enable her to get to know and manage every aspect of a client's financial life. She takes her responsibility to clients and their families seriously, looking to provide an extraordinary experience every time they call. Teri extends the hands-on, personal approach she takes with clients' portfolios to provide them with outstanding personal service.

Teri is instrumental to the future of UBS. She sits on the UBS FA Advisory Council (FAAC) with 13 other financial advisors throughout the U.S. working to foster a strong partnership between field and home office.  Teri is committed to achieving the firm's long-term strategic vision of becoming the most client-focused and Advisor-centric wealth management firm in the Americas.

Teri holds Series 3, 7, 63 and 65 licenses and earned her Bachelor's degree from Duke University.  She and her husband have two daughters, Catherine and Caroline.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI

Pamela has a Bachelors of Science in Business Administration from Bowling Green State University, as well as, an Masters of Business Administration specializing in finance from Wright State University.

Prior to becoming a wealth advisor, Pamela had a diversified business background which gives her a unique perspective when providing advice to business executives, entrepreneurs and retirees.  She served in various product development and strategic planning roles, including Director of Marketing for a division of Pitney Bowes Corporation.  Pamela was also an independent strategic planning consultant and conference speaker. 

Pamela now helps high net worth families with their own strategic planning.  She helps clients create a diversified portfolio of investments to help them achieve long term goals for their families. Pam also serves on the board of Young Life.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI

Martha is dedicated to offering a customized, holistic approach to wealth management. She understands that wealth management is more than just a wide range of financial services and solutions. It is how those services and solutions are developed and delivered to help clients pursue their goals that separates her from everyone else.

Since joining UBS Financial Services Inc. in 1993, Martha feels the most rewarding part of her role as a Financial Advisor is helping clients manage their finances to achieve their short and long-term goals. Clients appreciate her service-oriented approach.

Martha holds Series 7, 63 and 66 licenses and received a Bachelor's degree from the University of Illinois in Champaign. She and her husband have three children. Martha makes it a priority to be involved in their school and is also an active member of her church community.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI

Russell has a B.S. in Business Administration and Economics from Central Michigan University and has over 40 years of investment experience.

Throughout his career, Russ has focused on portfolio construction and asset allocation. Russ has successfully managed investment portfolios through a variety of market cycles. Russ is responsible for equity research and analytical support and oversees asset allocation, portfolio management, and stock selection processes. He also has substantial experience determining sector weights as well as fundamental and technical analysis of individual equity securities.

During his free time, Russ's interests include golfing, fishing, enjoying the outdoors, and spending time with his family and friends.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI

In 2018, Anna moved back to Naples from Nashville, TN, where she worked for Dell/EMC as a Sales Team Manager.  She enjoyed her time and success in the IT industry, but is excited to apply that knowledge to her career in Wealth Management.  Anna is now fully licensed and registered, and plays an important role in managing client relationships and the day-to-day operations of the team.  She attended and is an avid fan of Auburn University, and has a Marketing degree from the University of Alabama at Birmingham.

Anna has one daughter, Ava, who is 13 and is loving being in the Florida sun! 

She has lived in a few different cities across the Southeast, but Anna considers this latest move coming "home".  Maybe more so because she is Terry Dean's sister!

Registered States:
CA, FL, IL, NY

Donna earned her Associate's Degree from New Mexico State University and has over 18 years of financial services industry experience, with 11 years of experience at UBS. Donna was also a legal secretary for 9 years in her career.

Donna plays a key role in ensuring operations run smoothly. She spearheads operational efforts alongside Sylvia and also assists the advisory team in meeting coordination, as well as, managing relationships with our clients.

Donna is a mother of three children and also has three grandchildren. In her free time, Donna enjoys the outdoors through her various hobbies including camping, gardening, boating, and kayaking.

With over 17 years of industry experience, Sylvia leverages her expertise to assist clients with their daily needs. Sylvia also addresses a range of administrative and operational efforts for the team. Her broad set of responsibilities include beneficiary reviews, wires, account maintenance, securities processing, trading, and managing relationships with our clients.

A full time resident of Florida for almost 18 years, it has been a dream-come-true to work and raise a family in Naples, FL. Originally from Cracow, Poland. Sylvia has been a licensed securities agent for the past 15 years. Her experience in the investment industry includes working for GE Capital in Stamford, CT, a German bank in NYC, Bank of America Investments, Wells Fargo Advisors and now UBS Financial in Naples, FL.

During her free time, Sylvia enjoys playing tennis, the outdoors, and spending time with their family and friends.

Registered States:
AL, AZ, CA, CO, CT, FL, IL, IN, LA, MA, MI, MO, NC, NJ, NY, OH, PA, SC, TN

Jake recently joined UBS in June of 2021. He graduated Miami of Ohio in 2020 with a Bachelor of Science in Business, Marketing from the Farmer School of Business. After Graduation, he obtained his series 66 and 7 and is currently studying for the CFP Exam. 

He currently enjoys his spare time building furniture and spending time with his family. He has three other siblings, one of which is a twin brother.