Lasting relationships

Understanding what matters most to you

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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.

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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.

  • 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
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    • TN
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    • UT
    • VA
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    • VT
    • WA
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    • 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
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          Sandra Wagner

          Director

          Market Administrative Officer

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          • FL
          • NJ
          • NY

                1819 Main Street
                Suite 900
                Sarasota, FL 34236
                sandra.wagner@ubs.com
                Sandra Wagner
                1819 Main Street,Sarasota,FL,34236
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                Joanne Testoni

                Director

                Admin Manager

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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

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

                      Director

                      Market 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

                            500 Campus Drive
                            Florham Park, NJ 07932
                            salvatore.baio@ubs.com
                            Sal Baio
                            500 Campus Drive,Florham Park,NJ,07932
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                          Turn possibilities into a plan

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                          A leading global wealth manager

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                          Tariffs, volatility and your portfolio

                          Are you ready?

                          In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                          We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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