Experience That inspires confidence

When you entrust your account to us at UBS, you will get a qualified and experienced team to help you formulate, execute and monitor your investment plan. We are dedicated to providing a high level of investment management, advice and service that will always be focused on your needs and objectives. We are keenly aware of the fact that our clients have many choices of financial services organizations and we want to be the best choice.

We cherish long-term client relationships because we are better equipped to do the best job for those investors we know well. Our goal is to help our clients become successful investors. For many years our source of new clients has been through referrals from existing clients, attorneys, accountants and other business professionals.

Our team consists of four Financial Advisors and three service associates. The team works together on each and every client and the firm compensates the team as a whole without specific incentive compensation plans.

H Glenn Garvin Jr.

Senior Vice President - Wealth Management
954-468-2205

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Glenn is the founder of The Garvin Financial Team and began his career in the industry in 1968. Glenn has held the positions of Branch Manager and Financial Advisor, and has been a member of the UBS Chairman’s Council. His biography appears in Who’s Who in America (1997) and Who’s Who in Medicine & Healthcare (1997/98).

Currently, Glenn devotes all of his energy exclusively to investment management and financial and estate planning for individual and corporate clients. Glenn graduated from Stetson University in 1966 with a bachelor of business administration in accounting. He lives in Fort Lauderdale and works from his summer home in New Smyrna Beach with his wife, Dianne. He has two children and five grandchildren.

 

 


Registered States:
CA, CO, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA


Chris G. Garvin

Managing Director - Wealth Management
954-468-2216

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Chris is a senior member of the Garvin Financial Team and a veteran of the business since 1992. After working many summers with his father in the brokerage industry during his school years, Chris became a full-time member of the team in 1991. Today, he has earned the title Managing Director–Wealth Management, an exclusive designation reserved for only a handful of UBS advisors globally.

Chris has been recognized by numerous industry respected publications including Forbes Best in State 2019, Financial Times Top 400 Financial Advisors 22019, Barron’s “Top 1,000 Financial Advisors” (2013, 2012, 2010), Barron’s “Top 1,200 Financial Advisors” (2018, 2017, 2016, 2015, 2014) and was featured in the 2013 South Florida Legal Guide. Chris maintains his Series 7 and 66 securities licenses and is registered in many states throughout the country.

Chris is a graduate of Stetson University with a bachelor of business administration in marketing. He currently lives in Fort Lauderdale with his wife, Soni, and their three children, Arianna, Tatianna and Christian. Chris loves to surf, snowboard and play tennis.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY


Thomas Oberle

954-468-2259

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Tom started his career in Northern Indiana with IDS investments in 1973 where he became district manager. In 1978 he was recruited by Paine Webber, where he went to work in their Chicago flagship office as Vice President and then Regional Mutual Funds Sales Manager. In 1985, Dean Witter (now Morgan Stanley) recruited Tom away and during his time there, he and his team became the retirement consultants for Sears Corporate offices and Sears employees in the surrounding area. Ultimately, Tom rose the ranks to become Senior Vice President of Investments. In 1997, 24 years after his financial career began, Tom decided it was time to retire.

During his retirement, Tom lived an exciting and full life. He became a commodore of a yacht club, traveled extensively with his wife, Peggy, and lived on a sailboat for over two years. He and his wife traveled more than 6700 miles on national waterways and in the Caribbean. Six years later, in 2003, Tom was ready to give up retirement and go back to the work he loves.

Tom re-registered and joined UBS as a financial advisor. He is now First Vice President-Wealth Management and serves clients and retirees in many states throughout the country. Currently, Tom splits his time between his office in Beverly Shores, IN, and his office in Fort Lauderdale, FL.


Mark A. Swenson

Senior Vice President - Wealth Management
Wealth Advisor
954-527-6321

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 Mark has been a valuable member of The Garvin Financial Team since he joined UBS in 2007. He has been recognized by Forbes as one of America’s Top Next-Generation Wealth Advisors (2018 & 2019) and has also earned the Wealth Advisor designation from UBS, the result of a rigorous training program focused on the needs of high net worth investors. Mark graduated from the University of Minnesota in 2002 with a bachelor’s degree in economics. Originally from the Lake Minnetonka, MN area, Mark has lived in Fort Lauderdale, FL since 2002. He enjoys spending time on the water with his wife, Christine, and their daughter, Annika, as well as playing basketball and tennis throughout the year. Additionally, Mark is active in the community as a member of the board of directors at Winterfest, Inc., where he serves as the parade chairman.

 


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, PA, PR, SC, TN, TX, VA, VT, WA, WI


Jennifer Cay Garvin

954-468-2240

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Jennifer joined The Garvin Financial Team fulltime in January 2016 as a Financial Advisor. Prior to UBS, Jennifer worked as a business consultant for KPMG, PricewaterhouseCoopers and Citigroup.

Jennifer graduated from the University of Virginia in 1993 with a bachelor of science in sports medicine. She currently lives in Fort Lauderdale with her two kids, Hutch and Libby. Jennifer enjoys running, surfing, snowboarding and time with her kids.


Registered States:
AZ, CA, CO, DE, FL, GA, IL, IN, MA, ME, MI, MO, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI


Sheri H. Rubin

Senior Client Service Associate
954-468-2206

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Sheri has been a key member of The Garvin Financial Team for over 30 years since joining UBS in 1985. Sheri has had experience throughout the financial services industry. She brings her dedication and hard work to the team where she is responsible for client support, administrative services, trading, stock option financing and specialized securities. Sheri holds the Series 7 securities license.

Sheri started diving at the age of eight and received a full athletic scholarship to The Ohio State University. She was a four-time All-American during her diving career at Ohio State as well as runner up NCAA Division 1 National Champion. She works out on a regular basis and is very passionate about baking.


Registered States:
FL


Michele T. Jones

Senior Client Service Associate
954-468-2230

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Originally from Chicago, IL, Michele started working in the financial industry in 1977 with Continental Grain Company where she was formerly a registered Commodity Futures Advisor. In 1979 she relocated to Florida and worked with Shearson American Express for 11 years. Michele joined UBS Financial Services Inc. in 1990 and began working with The Garvin Financial Team in 1997. Michele's many years of experience have provided her with the valuable knowledge and insights needed to serve our clients in a professional and timely manner. In her role today, she specializes in client reporting and serves as our team's client concierge. Michele holds the Series 7 securities license.

Michele resides in Davie, FL, with husband, Bill, and family and enjoys cooking, photography and gardening.


Registered States:
FL


Abel Scilingo

Client Service Associate
954-468-2244

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A Florida native, Abel is the newest member of The Garvin Financial Team. He originally started as an intern in college and quickly became a full-time member of the team shortly thereafter. Abel brings his organizational skills, spreadsheet skills and work ethic to the team. He is responsible for research, client communications and new account openings. In his free time, Abel enjoys refurbishing classic cars, working out and spending time with friends and family.