The Awad Wealth Management Group is a “client focused” Wealth Management practice, dedicated and passionate about providing investment solutions, customized one client at a time.
It is our goal, through a process of discovery, planning and scheduled review to ensure that each client is prepared not only for today’s financial challenges but also for the life changing events in the years to come.
Our experienced team of professionals works closely with each individual to develop and execute a plan that considers their risk tolerance, time horizon, and goals. A “Financial Plan” that is truly tailored to navigate the financial challenges of their life and designed to preserve wealth for their families and causes that they care about.
Who is your ideal client?
The client we serve best is committed to their financial success.
Our ideal client, irrespective of income or asset level, would like to build a comprehensive financial plan and will enjoy a highly personalized level of service.
They are people who are looking for a long term relationship with an experienced advisor, who will help them analyze their financial life, and then develop a plan that will guide them with confidence toward their goals and financial dreams.
What is your investment philosophy?
We begin every new client relationship by first understanding what is most important to them. Our approach takes each client through the analysis of their financial life, identification of short and long term goals, the building of a plan, and an agreement to review our progress on a regular basis.
It is our style to focus on risk management first, protecting assets as a priority and then to provide realistic absolute returns, always looking to achieve each client’s objectives.
We do believe that each client’s investment portfolio should be unique to their situation and use many fundamental and technical tools in determining the composition of each portfolio. We do not take unnecessary risks and measure the success of a portfolio based on the achievement of our client’s goals.
Jon Awad • Senior Vice President- Wealth Management, Portfolio Manager
Jon Awad received his bachelor’s degree in Economics from the University of Florida graduating Magna Cum Laude in 1987 and quickly began his career as a financial advisor with PaineWebber, now known as UBS, and has dedicated his career to the success of his clients and to UBS for over 25 years. Jon has achieved the title of a Senior Vice President and is certified as a PMP Portfolio Manager. In 2010 he was named to Barrons’s Top 1,000 Financial Advisors in America. He also has a passion for coaching and mentoring young people of all ages.
Rich LaVista • Vice President- Wealth Management
Rich LaVista received his bachelor’s degree in Sociology and Psychology from Long Island University in New York and began his career as a Financial Advisor with EF Hutton in 1974. Rich is an accomplished professional with extensive knowledge of the investment process to include significant experience in the area of Insurance and Estate Planning. He has served as a Branch Manager and as Regional Director of Insurance and Estate Planning for PaineWebber, now UBS, and as Sales Manager for many National Insurance companies.
Ann Marie LaVista • Registered Client Service Associate
Ann Marie LaVista has been with UBS for five years with over 25 years in the financial services industry. Ann holds Series 7, 66, Life, Health and Variable Annuity Licenses and is a Notary Public.
Beth Ratliff • Investment Associate
Beth Ratliff joined UBS eight years ago with over 24 years in the financial services industry. She holds Series 7, 63, 65, 9 and 10 Licenses.
*Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You should consult with your personal legal or tax advisor regarding your personal circumstances. UBS Financial Services Inc. is a subsidiary of UBS AG. ©2011 UBS Financial Services Inc. All rights reserved.
816 A1A North, Suite 300, Ponte Vedra Beach, FL 32082 • 904.280.6006