Lasting relationships

Understanding what matters most to you

Co-workers having a conversation

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

rowing

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Lane

    Lane Strumlauf

    Managing Director

    Market Executive

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Lane was head of UBS Wealth Management, as well as the Ultra High Net Worth and Private Wealth business in the Southeast Market for UBS Wealth Management Americas. Prior to this, Lane has served in various senior leadership roles including head of the UBS Northwest PWM Market, UBS West Division Director, and Regional Director for the Northwest United States, where he and his team were recognized in 2015 as WMA's “Region of The Year” for top overall performance. Lane began his career in the financial services industry in 1992 as a Financial Advisor with Shearson Lehman Brothers. During this time, and later at Prudential Securities, he was a successful Branch Manager, Complex Director, and Regional Sales Manager in South Florida, as well as a Management Training Officer in New York City.

    Family & Personal Interests

    Lane and his wife, Melissa, live in Jacksonville, Florida and have three grown children and a son-in-law, Brooke (Josh), Faith, and Hunter. Away from work, he enjoys golf, the outdoors and traveling with his family. Lane's philanthropic interests are centered on medical research — as a cancer survivor himself, and after losing his closest friend and multiple family members to cancer, he has become an active fundraiser for the American Cancer Society, St. Jude Children's Research and Susan G. Komen for the Cure. Lane also serves as President of The Oren Margol Foundation, a non-profit organization created to help fund cancer research at Baptist MD Anderson Cancer Center in Jacksonville.

     

          lane.strumlauf@ubs.com
          Lane Strumlauf
        • Antonio Cotton

          Antonio Cotton

          Director

          Associate Market Executive

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          • AK
          • AL
          • AR
          • AZ
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • ND
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VI
          • VT
          • WA
          • WI
          • WV
          • WY

          Antonio is an Associate Market Executive for the Florida Market. Antonio is a results-oriented Associate Market Executive, overseeing the Florida Market. He drives business development, implements sales growth plans, and develops coaching programs for financial advisors to enhance their professional growth. Antonio manages escalated issues, including financial, reputational, and compliance risks. He also supports financial advisor recruitment, hiring, and onboarding. Previously, as Client Experience Director, Antonio streamlined processes to improve client and advisor experiences.

          Antonio began his career with Merrill Lynch in 2006, advanced into leadership roles, and joined UBS in 2015. He holds dual Bachelor's degrees in Marketing and Management from Northwood University.

                525 Okeechobee Blvd.
                Suite 1500
                West Palm Beach, FL 33401
                antonio.cotton@ubs.com
                Antonio Cotton
                525 Okeechobee Blvd.,West Palm Beach,FL,33401
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                Jason Beutel

                Director

                Admin Manager

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                • FL
                • NJ
                • NY

                      One Independent Drive
                      Suite 1700
                      Jacksonville, FL 32202
                      jason.beutel@ubs.com
                      Jason Beutel
                      One Independent Drive,Jacksonville,FL,32202
                    Three generations in apple orchard

                    Turn possibilities into a plan

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                    A leading global wealth manager

                    A new era of wealth is underway

                    And this is your time to define success on your terms.

                    Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

                    When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

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                    UBS is a leading and truly global wealth manager

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