Jon has worked at UBS for his entire career and has maintained long term relationships with his clients for nearly 35 years. Today his team strives to deliver excellent service, timely and tactical advice and most of all a personal approach as they navigate the financial markets for you. Jon is also a very active figure in the Ponte Vedra community serving as a volunteer coach for many local youth sports teams over the years. Feel free to email his team with questions, or stop by the branch location in person.

Licenses: FINRA Series 7, 63, 65, Life, and Variable Annuity Insurance

Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KY, MD, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WV

Rich has served clients for 45 years, beginning his career in 1974, as a Financial Advisor with EF Hutton and Company. He has served clients of UBS (previously PaineWebber) as a Financial Advisor, Branch Manager, and as a Regional Director of Insurance and Estate Planning for over 10 years. He was also a Sales Manager for a national insurance company, before returning to UBS in 2008. In his community Rich sits on the board of a non-profit organization that works to combat homelessness. Today he is a proud partner of Jon Awad and the Awad Wealth Management Team and would welcome an opportunity to help you navigate today's investment challenges.

Licenses: FINRA Series 7, 24, 53, 63, 65, Life, and Variable Annuity Insurance

Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KY, MD, MN, MS, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WV

Beth has worked at UBS and with Jonathan Awad for 16 years. Prior to UBS, she spent 16 years at Barnett Bank/NationsBank/Bank of America in the Bond Operations Department and then on to the Fixed Income Trading desk. Beth strives to deliver excellent service and a personal approach as she navigates the financial markets with you. Please feel free to email her with questions or visit her at the branch location in Ponte Vedra Beach, FL.

Licenses: FINRA Series 7, 63, 65, 9 and 10

Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KY, MA, MD, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WV

Ann began her career in the financial services industry with EF Hutton in 1983 and worked for many years in the Insurance and Estate Planning Department of PaineWebber (now UBS). She joined the Awad Wealth Management Group in 2008 and is proud to be part of the team. Ann and the team pride themselves on a personal approach and strong commitment to their clients. Ann welcomes the opportunity to tell you more about the team, by phone, email or a visit to the branch office in Ponte Vedra Beach.

Licenses: FINRA Series 7, 63, 65, Life, Health and Variable Annuity Insurance, Notary Public.

Registered States:
AL, AZ, CA, CO, DE, FL, GA, HI, IL, KY, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WV