UBS Financial Services

UBS Financial Services, located in Winter Haven, FL, is committed to fostering lasting relationships by understanding clients' priorities and concerns while providing tailored wealth management strategies. With over 160 years of experience, UBS empowers its financial advisors to deliver best-in-class advice and solutions to some of the world's wealthiest individuals and families.

The firm is led by seasoned professionals, including Market Executive Lane Strumlauf, who oversees a vast network of financial advisors managing over $100 billion in client assets. UBS emphasizes quality client service and is dedicated to being the primary source of financial advice for its clients, concentrating on long-term partnerships that align with their life goals.

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