How can you pursue what matters most?

A firm like no other

As one of the world’s leading wealth management firms, we have the resources and solutions to help clients pursue their most important goals. But our culture of consistently putting client needs front and center is what truly cultivates successful Financial Advisor and client relationships. Our commitment is to provide industry-leading capabilities, professional training and development, and an entrepreneurial environment where Financial Advisors excel, and their businesses thrive.

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How UBS empowers our financial advisors

UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.

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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.

Joseph Guccione

Executive Director

Market Director
View bio
- AL
- AR
- DC
- FL
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NE
- NH
- NJ
- NY
- OK
- OR
- PA
- SD
- UT
- VT
Joe is a Market Director for the Florida Market. Joe is responsible for the UBS Wealth Management and Private Wealth Management businesses in Naples, Florida. Joe has been with UBS for 10 years and serves as the Market Director for the Naples, FL business partnering with Financial Advisors within the High Net Worth and Ultra High Net Worth space to help meet clients sophisticated needs. Prior to joining the Florida Market Management Team, Joe held the position of Divisional Supervisory Officer for the Private Wealth and East Divisions where he lead the supervisory and risk culture for sales supervision, compliance, and business risk. Before joining the divisional team, Joe worked as a Market Supervisory Officer in the 1285 Avenue of the Americas Market. Joe understands the challenges that advisors and clients face and seeks out positive outcomes to complex situations.

Prior to joining UBS, Joe began his career as a trader on the floor of the New York Stock Exchange. From there, he held previous positions in risk, sales and advisory at Deutsche Bank, Oppenheimer, and Morgan Stanley.

A lifelong New Yorker, Joe is happy to have a change of pace and weather by moving to Naples, FL. He has spent the last two years in Chicago where his wife Tess is from and enjoys spending time at his lake house in the Finger Lakes, NY. Joe is an avid New York Yankees fan, proud supporter of New Rochelle High School Wrestling and enjoys European travel, particularly in Italy and France.

Education

Joe holds the following licenses: Series 7, Series 63, Series 65, Series 3, Series 9, Series 10, Life and Health Insurance. Joe graduated from Binghamton University with a degree in Economics.
801 Laurel Oak Drive
Suite 500
Naples, FL 34108

joseph.guccione@ubs.com

Joseph Guccione

801 Laurel Oak Drive,Naples,FL,34108
Sandra Wagner

Director

Market Administrative Officer
View bio
- FL
- NJ
- NY
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.
1819 Main Street
Suite 900
Sarasota, FL 34236

sandra.wagner@ubs.com

Sandra Wagner

1819 Main Street,Sarasota,FL,34236
Sal Baio

Director

Associate Market Executive
View bio
- 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
Sal is an Associate Market Executive for the Florida Market. He is responsible for assisting financial advisors with customized solutions for their clients; helping financial advisors provide guidance to clients on separately managed accounts, mutual funds and ETFs. He has a focus on delivering the firm, bringing the full scope of UBS to financial advisors and clients.

Sal began his career in Finance in 2007 with Oppenheimer and Company as a Client Service Associate. Following Oppenheimer he spent 6 years with Barclays Wealth Management in various roles including Operational Specialist and Supervisory Manager. After Barclays Wealth, Sal joined UBS as in 2016 as a Supervisory Officer, attaining the lead of the group as Market Supervisory Officer in 2018 responsible for oversight of the 1285 Avenue of the America’s Market and the Northern New Jersey Market.

Sal was a member of the Rutgers University varsity baseball team, graduating with a Bachelor's of Science degree in Finance. He maintains the Series 7, 66, 3, 9/10 and Life and Health Insurance Licenses. Sal is currently relocating to the Sarasota area with his wife Christina, daughter Olivia and son Joseph. He enjoys playing baseball/softball, golf and all things athletic in his free time.
1819 Main Street
Suite 900
Sarasota, FL 34236

salvatore.baio@ubs.com

Sal Baio

1819 Main Street,Sarasota,FL,34236

Joseph Guccione

Executive Director

Market Director
View bio
- AL
- AR
- DC
- FL
- HI
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NE
- NH
- NJ
- NY
- OK
- OR
- PA
- SD
- UT
- VT
Joe is a Market Director for the Florida Market. Joe is responsible for the UBS Wealth Management and Private Wealth Management businesses in Naples, Florida. Joe has been with UBS for 10 years and serves as the Market Director for the Naples, FL business partnering with Financial Advisors within the High Net Worth and Ultra High Net Worth space to help meet clients sophisticated needs. Prior to joining the Florida Market Management Team, Joe held the position of Divisional Supervisory Officer for the Private Wealth and East Divisions where he lead the supervisory and risk culture for sales supervision, compliance, and business risk. Before joining the divisional team, Joe worked as a Market Supervisory Officer in the 1285 Avenue of the Americas Market. Joe understands the challenges that advisors and clients face and seeks out positive outcomes to complex situations.

Prior to joining UBS, Joe began his career as a trader on the floor of the New York Stock Exchange. From there, he held previous positions in risk, sales and advisory at Deutsche Bank, Oppenheimer, and Morgan Stanley.

A lifelong New Yorker, Joe is happy to have a change of pace and weather by moving to Naples, FL. He has spent the last two years in Chicago where his wife Tess is from and enjoys spending time at his lake house in the Finger Lakes, NY. Joe is an avid New York Yankees fan, proud supporter of New Rochelle High School Wrestling and enjoys European travel, particularly in Italy and France.

Education

Joe holds the following licenses: Series 7, Series 63, Series 65, Series 3, Series 9, Series 10, Life and Health Insurance. Joe graduated from Binghamton University with a degree in Economics.
801 Laurel Oak Drive
Suite 500
Naples, FL 34108

joseph.guccione@ubs.com

Joseph Guccione

801 Laurel Oak Drive,Naples,FL,34108
Sandra Wagner

Director

Market Administrative Officer
View bio
- FL
- NJ
- NY
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.
1819 Main Street
Suite 900
Sarasota, FL 34236

sandra.wagner@ubs.com

Sandra Wagner

1819 Main Street,Sarasota,FL,34236
Sal Baio

Director

Associate Market Executive
View bio
- 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
Sal is an Associate Market Executive for the Florida Market. He is responsible for assisting financial advisors with customized solutions for their clients; helping financial advisors provide guidance to clients on separately managed accounts, mutual funds and ETFs. He has a focus on delivering the firm, bringing the full scope of UBS to financial advisors and clients.

Sal began his career in Finance in 2007 with Oppenheimer and Company as a Client Service Associate. Following Oppenheimer he spent 6 years with Barclays Wealth Management in various roles including Operational Specialist and Supervisory Manager. After Barclays Wealth, Sal joined UBS as in 2016 as a Supervisory Officer, attaining the lead of the group as Market Supervisory Officer in 2018 responsible for oversight of the 1285 Avenue of the America’s Market and the Northern New Jersey Market.

Sal was a member of the Rutgers University varsity baseball team, graduating with a Bachelor's of Science degree in Finance. He maintains the Series 7, 66, 3, 9/10 and Life and Health Insurance Licenses. Sal is currently relocating to the Sarasota area with his wife Christina, daughter Olivia and son Joseph. He enjoys playing baseball/softball, golf and all things athletic in his free time.
1819 Main Street
Suite 900
Sarasota, FL 34236

salvatore.baio@ubs.com

Sal Baio

1819 Main Street,Sarasota,FL,34236

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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A leading global wealth manager

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

How can you pursue what matters most?

A firm like no other

How UBS empowers our financial advisors

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