Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Ashley H. Laubach, CFP®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Plans Specialist (CRPS®)
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407-872-6341

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Capabilities to impact your life and wealth

I deliver comprehensive wealth management and focus on these areas:

– Longevity planning, including retirement income and insurance planning

– Wealth transfer strategies, including inheritance and business succession planning

– Life transition planning for marriage, divorce or loss of a loved one

 

My professional achievements and education

– Named to the exclusive "Top 35 under 35" Financial Advisor program in 2013, Director's Council the past five plus years and Forbes Top Women Wealth Advisors, 2020

– Series 7 and 66 securities licenses

– Certified Financial Planner and Chartered Retirement Plan Specialist licenses

– B.S., Marketing and International Business, PennState University

 

Making a difference in my community

– Member of the Women's Executive Council of Orlando

– Supporter of the Arnold/Winnie Palmer Foundation

– Supporter of the Dr. Phillips Center of the Performing Arts

 

 


Registered States:
AL, CA, CO, CT, DE, FL, GA, IL, IN, MA, ME, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI


Michele M. "Shelly" Ferrone, CFP®

Account Vice President
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Visit my personal page
407-872-6334

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A CERTIFIED FINANCIAL PLANNER, CFP® with nearly three decades of experience as a financial advisor, Shelly has focused her talents on serving the investment needs of families, retirees, and widows. She is fully committed in delivering exceptional client service and building long term multi-generational relationships. She began her career at Merrill Lynch in 1985 where she worked prior to joining UBS in 2003. Shelly received an M.B.A. from The University of Central Florida, Orlando, FL, and a B.A. from Emory University, Atlanta, GA.

Growing up the daughter of an aerospace engineer, Shelly lived all over the United States during her childhood. She settled down in Orlando in 1974. A widow, Shelly has a daughter and two grandchildren, who live in Altamonte Springs, FL, with whom she enjoys spending time.

Involved in her community, Shelly is on the board for The Central Florida American Lung Association Southeast Region and its executive committee and the Women’s Executive Council. She also volunteers with the Dr. Phillips Performing Arts Center. In her free time she enjoys playing bridge with her friends, traveling, and attending the theater.

 


Registered States:
AL, CA, CO, CT, DE, FL, GA, IL, IN, MA, ME, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI


Gloria Kelley

Senior Client Service Associate
407-872-6378

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Gloria is a 25 year veteran within the Financial Services industry. She joined Morgan Stanley in 1997 and moved to UBS in 2009.  As a Senior Client Service Associate her primary responsibility is to provide a suite of account management services to the group clients and help ensure they are delivered with the highest quality.  Gloria strives to know each client on an individual basis and her goal is for them to have a positive, seamless and rewarding experience. Her outstanding skills, communication and attention to detail allow us to provide exceptional service to our clients.

Gloria enjoys spending time camping, riding ATVs and playing golf. She and her husband, Mike, also enjoy spending time with their children and grandchildren.


Sherri Louise Ford

Senior Client Service Associate
407-872-6339
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Sherri is a Florida native, growing up in Miami, FL. She graduated from the University of Miami in 1992 with a Bachelor's degree in Criminal Justice.  She started her career in the financial services in 1999.   Before joining UBS in 2008, Sherri worked for Prudential and Wachovia Securities and holds her FINRA series 7 and 66 licenses.  She brings with her over 20 years of financial services experience from Operations, Office Administration, Margin and Risk Reporting to Client Services.  

Sherri is an avid music fan who enjoys learning about English culture and customs, but most of all, spending time with her family. She is a member of the Presbyterian Church of the Lakes.


Registered States:
CA, FL, GA, NC, NJ, SC, TN, WA