Edward Jones - Financial Advisor: Jesse Dale

Nicholas Buglisi is a seasoned wealth advisor with over 17 years of experience in the financial industry, beginning his career in 2006 by co-founding a boutique firm specializing in equity underwriting. His expertise includes life insurance planning, corporate compensation benefits, and personalized financial strategies aimed at helping clients achieve their wealth management goals. Currently affiliated with UBS Financial Services Inc., Nicholas is dedicated to providing comprehensive financial solutions for affluent families, executives, institutions, and business owners. By focusing on a disciplined planning approach that encompasses liquidity, longevity, and legacy, he aids clients in navigating their financial futures while maximizing the results of their hard work. Generated from the website

UBS Financial Services in Ponte Vedra Beach, FL, is dedicated to fostering lasting relationships with clients by understanding their priorities and concerns. With a mission to provide customized financial strategies, the firm emphasizes quality client service to help individuals confidently pursue their life goals. Led by experienced professionals like Joseph Guccione, Market Director, and Sandra Wagner, Market Administrative Officer, UBS's Florida team specializes in high net worth and ultra-high net worth wealth management. The firm combines deep industry insights with over 160 years of experience to deliver best-in-class advice and solutions tailored to each client's unique needs. Generated from the website