Experience

Makes all the difference

Jack Heiss

Executive Director

Market Director

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
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602

Email Me

jack.heiss@ubs.com
Jack Heiss
101 E Kennedy Blvd,Tampa,FL,33602

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

Patrick Porter

Director

Admin Manager

Registered States:
  • FL
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602

Email Me

patrick.porter@ubs.com
Patrick Porter
101 E Kennedy Blvd,Tampa,FL,33602

Sal Baio

Director

Market Supervisory Officer

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.

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
500 Campus Drive
Florham Park, NJ 07932

Email Me

salvatore.baio@ubs.com
Sal Baio
500 Campus Drive,Florham Park,NJ,07932

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