Our insights. Your plan. Simplified.

Benefits from our collaborative approach

Great Barrier Reef

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Meet the Team

  • Bob Covino picture

    Robert Alan Covino

    Managing Director

    Branch Manager

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    • AR
    • CO
    • FL
    • GA
    • IN
    • MA
    • NC
    • UT

          401 East Las Olas Blvd, Ste 2300
          Las Olas Centre
          Fort Lauderdale, FL 33301
        • Julene Richards

          Julene Richards

          Executive Director

          Assistant Market Head

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          • FL

                401 East Las Olas Boulevard
                Suite 2300
                Fort Lauderdale, FL 33301
              • Kevin Marriott

                Kevin Marriott

                Director

                Market Supervisory Officer

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                • AK
                • AR
                • FL
                • MA
                • NY
                • UT

                      401 East Las Olas Boulevard
                      Suite 2300
                      Fort Lauderdale, FL 33301
                    • Maria Cusanelli

                      Maria Cusanelli

                      Director

                      Admin Manager

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                      • DE
                      • FL
                      • MA
                      • MD
                      • NJ
                      • PA
                      • UT
                      • VA

                            401 East Las Olas Boulevard
                            Suite 2300
                            Fort Lauderdale, FL 33301
                          • Vince Comella

                            Vincent Comella

                            Director

                            Branch Operations Manager

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                                    401 East Las Olas Boulevard
                                    Suite 2300
                                    Fort Lauderdale, FL 33301
                                  • Derrick Munroe

                                    Derrick Munroe

                                    Associate Director

                                    Supervisory Officer

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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

                                          401 East Las Olas Boulevard
                                          Suite 2300
                                          Fort Lauderdale, FL 33301

                                        Connecting you to the deep resources of UBS

                                        By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                                        UBS Wealth Way

                                        UBS Wealth Way

                                        Retirement planning

                                        Retirement planning

                                        Our Philosophy

                                        Our Philosophy

                                        Legacy—Wealth for others

                                        For needs that go beyond your own—to help you improve the lives of others

                                        What will your legacy be?
                                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                        Learn more at ubs.com/wealthway.

                                        Backed by the strength of UBS

                                        A global leader in wealth management

                                        $2.8 trillion

                                        In invested assets globally 
                                        As of 06/30/2022

                                        51 countries

                                        Our global footprint

                                        Global leader

                                        UBS is a world-leading wealth manager