Simon John Wheeldon
After attending college, Simon moved from Manchester, England, to Florida in 1990 and began his career in the Financial Services industry. Simon was a Financial Advisor and Manager with Merrill Lynch for over 10 years. He continued as a Financial Advisor with Morgan Stanley prior to moving to UBS Financial Services in 2014. His goal on the team is to develop client relationships and help clients create and preserve wealth through the good times and the challenging times. He emphasizes managing Risk and providing a total Portfolio Management process to focus on the individual needs and goals of each client. Simon actively manages our discretionary investment portfolio. Simon lives in Tampa with his 3 children: Kayla, Lauren and Nicholas. He enjoys playing soccer in a local men's soccer league.
AL, AZ, CA, CT, DE, FL, GA, IL, KS, MA, MI, NC, NJ, NY, OH, PA, RI, TN, TX, VA, WA
Ellen C. Zane, CFP® , ChFC®
Ellen graduated from the University of Connecticut with both a Bachelors and a Masters Degree. She began her career in the Financial Services industry with John Hancock in CT. She moved to FL and spent 12 years with Merrill Lynch as a Financial Advisor, with the last 4 also as a Manager. Ellen continued as a Financial Advisor with Morgan Stanley before joining UBS Financial Services in 2014. As a Certified Financial Planner, Ellen concentrates on Estate Planning issues for clients and building client relationships. She helps clients manage their wealth and concentrates on Risk Allocation and total portfolio management. She offers a customized approach to wealth management, built on personal relationships and shaped by an understanding of client needs and aspirations. Ellen is active with Rotary, United Way and serves on the YMCA Board. She lives in Citrus County with her husband, Steve, and they both enjoy spending time together fishing.
AL, AZ, CA, CT, DE, FL, GA, IL, MA, MI, NC, NJ, NY, OH, PA, RI, TN, TX, VA, WA