Winter Park, FL Branch Office - UBS Financial Services Inc. - Winter Park (FL)

John Pearce Im grateful every day for the help Eddie and his team offered guiding me to and through my recent retirement. A special shout out to Blair and Dawson for the incredible work they did on my financial plan. Ive never felt more secure about my finances or my future! I appreciate you all.

Jeremy Bailey Kasey is extremely professional and turned a bad day into a great one. She really went the extra mile and made me feel so welcomed. Thank you!

Jarrod Ordonez I have worked with Robert and his staff for the last 7 years. He is not only the ultimate professional but a wealth of knowledge. I would recommend to anyone in need of his services.

OK OK The bank manager and assistant were incredibly welcoming and friendly! They were so professional and made everything easy to understand. Their clear communication was never pushy; they took their time to explain everything patiently. I am very satisfied and truly enjoyed opening my account. It was a wonderful experience! Ms. Suri was such a pleasure to talk to! She helped me open my account and was very professional, polite, patient, and friendly. Thank you, Ms.M Suri. you are the best!

Mark Schnelle We have worked toward our retirement goals with John Campora. We have found him to be extremely knowledgeable, concerned and focused on our needs, advising wisely every step of the way. Our investment returns continue to be better than expected. We highly recommend Mr. Campora as he is 100% professional, responsive and proactive.

Jordan Eaves Working with Palm Wealth Partners has been an absolute pleasure from day one. Dom and his team have consistently gone above and beyond to deliver outstanding service that is not only fast and efficient, but also grounded in trust and professionalism. From our initial consultation, I was impressed by how quickly the team at Palm understood my financial goals and started crafting a personalized strategy tailored to my needs. Dom has an exceptional ability to explain complex financial matters in a clear and reassuring way, making the entire process smooth and stress-free. Its rare to find a wealth management team that’s this responsive, attentive, and genuinely invested in your success. Every interaction with Palm Wealth Partners has been marked by professionalism, timeliness, and a clear commitment to client satisfaction. Whether it was responding to questions, adjusting plans, or simply providing updates, the team was always ahead of the curve. Their efficient processes saved me time and gave me confidence that my financial future is in very capable hands. I look forward to continue working with them!