Experience

Makes all the difference

Marc Lundgren

Director

Market Director

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
822 North Highway A1A
2nd Floor
Ponte Vedra Beach, FL 32082

Email Me

marc.lundgren@ubs.com
Marc Lundgren
822 North Highway A1A,Ponte Vedra Beach,FL,32082

Sandra Wagner

Director

Market Administrative Officer

Sandra Wagner serves as a Director and Market Administrative Officer for the Florida Market at UBS Financial Services. Sandra has held several roles at the firm and has a wealth of experience in various capacities. Sandra maintains her Series 7, 66, 9, and 10 securities licenses.

She is also an active member of her community and finds joy in spending time with her husband and adult children. Outside of work, Sandra loves traveling, gardening, reading, and spending time with family and friends.

Registered States:
  • FL
  • NJ
  • NY
1819 Main Street
Suite 900
Sarasota, FL 34236

Email Me

sandra.wagner@ubs.com
Sandra Wagner
1819 Main Street,Sarasota,FL,34236

Joanne Testoni

Director

Admin Manager

Registered States:
  • 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
201 North New York Ave
Winter Park, FL 32789

Email Me

joanne.testoni@ubs.com
Joanne Testoni
201 North New York Ave,Winter Park,FL,32789

Antonio Cotton

Director

Associate Market Executive

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.

Registered States:
  • FL
  • NE
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

Email Me

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

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