Ed Hecker Director, CFP® | Pat Picornell Vice President – Wealth Management, CFP®
It’s a different world today. For investors, the road ahead isn’t clearly marked. That’s why you can benefit from the right resources and the right advice to help you move forward confidently.
It’s about choosing a relationship with one dedicated Financial Advisor Team, committed to listening to you, assessing your concerns and helping ensure that all your assets are working together toward the goals you’ve set. As an experienced team, Pat Picornell and Ed Hecker of the Sterling Wealth Management Group at UBS Financial Services offer advice that’s relevant and targeted to helping you make your life better. The Sterling Wealth Management Group work ethic is simple and powerful, and is based on the value of collaboration.
Picornell and Hecker are Certified Financial Plannertm Professionals and Wealth Advisors. They work side by side with you, taking the time to understand your individual needs and ambitions. They keep you informed and focused, so even in difficult markets, you never lose sight of your priorities. They provide clear, consolidated reporting towards your goals. Whether it’s retiring or leaving a lasting legacy for your family, they will work with you to help create a plan and deliver the resources and solutions that give you the confidence to achieve what is most important to you.
As a firm providing wealth management services to clients, we offer both investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information on the distinctions between our brokerage and investment advisory services, please speak with your Financial Advisor or visit our website at ubs.com/workingwithus. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.
709 S. Harbor City Blvd., Melbourne, FL 32901
(321) 729-6770 • FinancialServices.UBS.com