Smooth sailing Flexible financing solutions

Focus Wealth Management is an experienced team of six professionals that delivers customized solutions to help simplify challenges that come with preserving, growing and transitioning the wealth you worked so hard to create. Utilizing decades of combined experience in the financial services industry, our team will help you and your family define what your unique vision of financial success looks like. We then work strategically to help you craft and implement your customized plan, drawing upon the global resources of UBS.

If you are looking to develop a plan or purchase a yacht, or are just looking for another opinion, our team can offer you a new perspective and a customized solution.

Trey Mahoney Managing Director–Wealth Management Portfolio Manager 561-776-2552 trey.mahoney@ubs.com

Lori DeJesus Team Administrator 561-659-9531 lori.dejesus@ubs.com

Focus Wealth Management UBS Financial Services Inc. 3801 PGA Boulevard, Suite 1000 Palm Beach Gardens, FL 33410 561-776-2552 advisors.ubs.com/focuswm

Peter H. Foley, Jr. Senior Vice President–Wealth Management Portfolio Manager 561-659-9552 peter.foley@ubs.com

Angela F. Daly Senior Client Associate 561-659-9556 angela.f.daly@ubs.com

Justin D. Warzala, CFP® Financial Advisor 561-659-9546 justin.warzala@ubs.com

Thomas Cooper Client Associate 561-659-9571 thomas.cooper@ubs.com