James Cargill-UBS Financial Services Inc

Jonathan Awad-UBS Financial Services Inc, located in Ponte Vedra Beach, FL, specializes in personalized financial planning and wealth management, focusing on guiding clients through significant life events while preserving and passing on their wealth. With nearly 35 years of experience, Jonathan Awad and his team are committed to building long-term relationships and providing quality client service tailored to individual needs. As a leading global wealth manager, UBS has a proven track record of resilience and expertise, helping clients navigate market opportunities and financial challenges for over 160 years. Their approach, known as UBS Wealth Way, emphasizes liquidity, longevity, and legacy, ensuring a comprehensive strategy that addresses clients' financial goals across different timeframes. Generated from the website

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.