Achievement is earned, legacies are built Private Wealth Management

Manish Mehta, CFA®, CFP®

Managing Director - Wealth Management
Institutional Consultant, UBS Institutional Consulting
Senior Portfolio Manager
Private Wealth Advisor

Visit UBS Institutional Consulting Group
Visit The Summit Group

phone

919-918-2330



Connect with me on LinkedIn


address

111 North Orange Avenue
Suite 1300
Orlando, FL 32801



Where you are today is the result of purposeful choices and courageous decisions. Now it's time to build your success into a legacy that lasts generations. As a Private Wealth Advisor, I draw upon the firm's global experience to help meet your sophisticated needs. My role is to be a catalyst for helping you achieve your aspirations as well as all that you hope your wealth can accomplish. Talk to me about how I can help you build the legacy that lasts for generations, perhaps centuries.

Our office locations

317 W. Barbee Chapel Road
Chapel Hill, NC 27517

111 North Orange Avenue, Suite 1300
Orlando, FL 32801


Manish Mehta has been recognized as an industry leader.

  • Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
  • Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020
  • Financial Times Top 400 Financial Advisor, 2015
  • NABCAP Premier Advisor, 2012, 2013, 2014



Insights

Creating your legacy

Creating a legacy that lasts

Creating a lasting and positive impact

Creating a lasting and positive impact