Jack attended Florida State University and majored in Business Management. Jack has an interesting past. He began his career as a PGA Golf Instructor. His family's business was golf course development, and Jack participated in the development of several properties in central Florida. Through this employment, he became more interested in the real estate business. Jack served in the capacity of a real estate agent until 1991 when he began his financial services career at Merrill Lynch. After seven years at Morgan Stanley, in 2008, Jack joined UBS. Jack utilizes his previous experiences and his Senior Portfolio Manager designation to create tailored solutions to help his clients achieve their goals. He is FINRA Series 7, 63, and 65 licensed; he also holds Life, Health, Variable Annuity, and Long Term Care licenses. One of Jack's greatest strengths is building long term relationships with his clients. He treats his clients like family.

Jack and his wife Jane live in Winter Haven, Florida where they raised their two sons: Cole, a yacht broker, and Conor, who also works in the financial services industry. Jack and Jane attend Grace Lutheran church and support many charities in the community. When he isn't serving his clients, Jack enjoys cruising the lakes in his pontoon boat, and saltwater fishing in south Florida.  

Registered States:
AL, AZ, CA, CO, CT, FL, GA, IL, LA, MI, MN, MS, NC, ND, NH, NY, OH, PA, TN, TX, VA, WA

Jeff attended Treveca Nazarene College in Nashville, Tennessee and got his start in advertising with Centel Cable. He joined Merrill Lynch in 1990 and after seven years at Morgan Stanley, moved to UBS in 2008. Jeff and Jack joined forces in 1990 and have been working together nearly 30 years. Jeff leverages his extensive industry experience to help his clients plan for and achieve their financial goals. Jeff is FINRA Series 7, 63, and 65 licensed; he also holds Life, Health, Variable Annuity, and Long Term Care licenses.

Jeff has two successful daughters: Jessie, a licensed architect, and Brittany, an attorney who currently works in corporate law. In his free time, Jeff enjoys abstract painting with various mediums. He is also an avid doodler and enjoys playing golf and can often be found with his toes in the sand - spending time at his beach house.

Registered States:
AL, AZ, CA, CO, CT, FL, GA, IL, LA, MI, MN, MS, NC, NH, NY, OH, PA, TN, TX, VA, WA

Eric began his career in 2001 and joined UBS in 2008 after 7 years in wealth management at Morgan Stanley. Eric focuses on financial planning to serve the specialized needs of a limited number of affluent families, whose needs extend beyond investment management to include liability management, trust and estate planning, tax management and philanthropic strategies.  The planning is based on the model of providing access to a world-class product platform and a well-executed plan.  Through his approach Eric works to provide personalized investment strategies that can help balance income, growth, and risk for each client.

Eric and his family are strongly committed to charity and community. As an Eagle Scout, Eric volunteers frequently with the Boy Scouts of America and has served as Finance Chairman for the Lake Region District in Central Florida.  In addition, Eric currently serves as the Chair on the Polk State College Foundation Board.  A graduate of the University of Florida, Eric also currently serves on the Alpha Tau Omega Fraternity Board of Trustees and House Committee.   Eric Johnson is a CERTIFIED FINANCIAL PLANNER™ practitioner.  He holds the Certified Investment Management Analyst ®, and Accredited Investment Fiduciary® designations.  Eric has a B.S. degree in Finance from the University of Florida with a minor in Economics.

Eric is a survivor of the September 11th terrorist attacks in New York City. He was blessed to escape the tower from the 61st floor that frightful morning. In his free time Eric enjoys spending time with his wife Cady, daughter Halle, and son Embrey.  Eric also enjoys competing in marathon and triathlon competitions throughout the country. Eric and his family reside in Lakeland, Florida.

Registered States:
AL, AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MI, MN, MS, NC, NH, NJ, NY, OH, PA, TN, TX, VA, WA

Amy's strives for unparalleled customer service; she is the primary customer service liaison for the Watkins Shell Johnson Group. Her client focus and organizational skills make Amy an integral part of the team. She graduated with a major in Finance and a minor in International Business from the University of Central Florida. Though her professional career began in the financial services industry, she spent nine years managing the legal, insurance and financial aspects of her family's powerboat racing business. Amy joined Morgan Stanley in 2005 and came to UBS in 2008 as a Registered Client Service Associate. Amy utilizes her CERTIFIED FINANCIAL PLANNER™ designation in planning discussions with her team. Amy is FINRA Series 7, 31, and 66 licensed; she also holds Life, Health, Variable Annuity, and Long Term Care licenses.

In her free time, Amy loves to travel. She considers gaining passport stamps one of her greatest pastimes. She also loves spending time with her family, watching the sunsets from her boathouse, and hanging with her friends. She lives in Winter Haven with her son Austen.

Registered States:
FL, GA, IL, NC, NJ, NY, TX, WA

After graduating from Florida Southern College in 1999 with a double major in Computer Information Systems and Finance, Rachel began her career in financial services with Wachovia Securities. After spending 10 years with Wachovia, Rachel moved to UBS in 2008 as a Senior Registered Client Service Associate, Branch Office Administrator, and Branch Technology Liaison.  Shortly after beginning treatment for breast cancer in October 2016, Rachel dove into a management position in the capacity of Supervisory Officer where she utilized her critical thinking skills, gregarious personality, and vast product and industry knowledge to assist the firm in managing and reducing risk through proper compliance controls. Beginning January 2020, Rachel is now a member of the Watkins Shell Johnson Wealth Management Group where her focus will be on building relationships, providing world-class customer service, and helping clients understand what is necessary to achieve their financial goals. Rachel is FINRA Series 7, 9, 10, 63, and 65 licensed and also holds Life, Health, Variable Annuity, and Long Term Care licenses.

In her free time, Rachel enjoys bringing a positive outlook and mentoring other ladies suffering through the woes of breast cancer, traveling, golf, watching sports of every kind, getting her hands dirty in her garden, and gourmet cooking. She has previously served as the Teaming Chair for the American Cancer Society's Annual Breast Cancer Walk fundraiser. She is a member of Victory Church in Lakeland, and she and her husband Matt reside in Lakeland, Florida with their rambunctious dog Molly.

Registered States:
FL, GA, IL, NC, NJ, NY, TX, WA