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Generational Family on Beach

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.

Two women in office

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 Strumlauf

    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 Strumlauf is the Market Executive for the Florida Market at UBS Financial Services. He is responsible for both the Wealth Management and Private Wealth Management businesses within 34 Branch offices in Florida. Lane currently oversees approximately 350 Financial Advisors and 250 support staff who manage a combined total of over $100 billion in client assets. Lane also serves on the UBS Political Action Committee Board.

    Professional History

    From 2023-2024, 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
        • Sandra Wagner

          Sandra Wagner

          Director

          Market Administrative Officer

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          • 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
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                Gabriela Carranza

                Director

                Admin Manager

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                • AL
                • AR
                • CA
                • CO
                • DC
                • FL
                • HI
                • IN
                • MA
                • MD
                • ME
                • MI
                • MT
                • NE
                • NH
                • NJ
                • OK
                • OR
                • PA
                • SD
                • UT
                • VT

                Professional history: Gabriela "Gaby" Carranza is the Administrative Officer for UBS’ Florida Market. She has been with UBS for 6 years and with the industry for 8 years. Prior to her current role at UBS, Gaby was the executive team assistant for our Greater Florida Market and a client service associate at Merrill Lynch International in New York, NY and worked in the back office for Merrill Lynch in Jacksonville, Florida.

                 

                Education: Gaby graduated from the University of North Florida in Jacksonville, FL. She is currently pursuing her MBA at the University of Tampa in Tampa, FL. She holds her Series 7, 66, 9 & 10 licenses.

                 

                Personal: Gaby currently resides in Clearwater, Florida with her husband Tony and their two dogs, Booker and Turkey.

                      101 E Kennedy Blvd
                      18th Floor
                      Tampa, FL 33602
                      gabriela.carranza@ubs.com
                      Gabriela Carranza
                      101 E Kennedy Blvd,Tampa,FL,33602
                    • Sal Baio

                      Sal Baio

                      Director

                      Associate 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

                      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.

                            500 Campus Drive
                            Florham Park, NJ 07932
                            salvatore.baio@ubs.com
                            Sal Baio
                            500 Campus Drive,Florham Park,NJ,07932
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                          A leader in wealth management

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                          What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?

                          Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

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