Lasting relationships

Understanding what matters most to you

Mom measuring child's height

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.

Father and daughter

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.

  • Timothy L. Nunno

    Timothy Nunno

    Senior Vice President–Wealth Management

    Branch Manager

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          6905 N Wickham Road
          2nd Floor
          Melbourne, FL 32940

        Your 401(k)'s lifetime income illustration

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        How do you plan confidently for the retirement you want?

        Start by building a strategy based on the resources and needs over the course of your life.

        Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

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