The Watkins Shell Johnson Wealth Management Group · the US, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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The Watkins Shell Johnson Wealth Management GroupOur team

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Jack M. Watkins Jr.First Vice President–Wealth ManagementSenior Portfolio Manager863-298-3620

Jack attended Florida State University, where he majored in business

management. Jack began his career as a PGA golf instructor. His family’s business was golf course development, and Jack participated in the development of several properties in central Florida. Through this employment, he became interested in the real estate business. Jack served in the capacity of a real estate agent until 1991, when he began his financial services career at Merrill Lynch. In 2008, after seven years at Morgan Stanley, Jack joined UBS. Jack utilizes his previous experiences and his Senior Portfolio Manager designation to create tailored solutions to help his clients achieve their financial goals. He holds his FINRA Series 7, 63 and 65 licenses, as well as life, health, variable annuity and long-term care licenses. One of Jack’s greatest strengths is building long-term relationships with his clients. He believes in treating his clients like family.

Jack and his wife, Jane, live in Winter Haven, FL, where they raised their two sons: Cole, a yacht broker, and Conor, who also works in the financial services industry. Jack and Jane attend Grace Lutheran Church and support many charities in the community. When he isn’t serving his clients, Jack enjoys cruising the lakes in his pontoon boat and saltwater fishing in south Florida.

Jeffrey O. “Jeff” Shell First Vice President–Wealth ManagementFinancial Advisor863-298-3621

Jeff attended Treveca Nazarene College in Nashville, TN and got his start in advertising with Centel Cable. He joined

Merrill Lynch in 1990, and after seven years at Morgan Stanley, moved to UBS in 2008. Jeff and Jack joined forces in 1990 and have been working together nearly 30 years. Jeff leverages his extensive industry experience to help his clients plan for and achieve their financial goals. Jeff holds his FINRA Series 7, 63 and 65 licenses, as well as life, health, variable annuity and long-term care licenses.

Jeff has two successful daughters: Jessie, a licensed architect, and Brittany, an attorney who works in corporate law. In his free time, Jeff enjoys abstract painting with various mediums and is an avid doodler. He also enjoys playing golf and can often be found with his toes in the sand, spending time at his beach house.

Backed by the global resources of UBSWith more than 150 years of wealth management experience at its core, UBS focuses on providing relevant guidance, differentiated global perspectives, diverse strategies and solutions for private, corporate and institutional clients worldwide. Drawing upon an integrated mix of investment banking and asset management businesses, we access the deep resources of our firm to deliver the trusted financial advice our clients seek today to confidently move forward.

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Eric E. Johnson, CFP®, CIMA®

Vice President–Wealth ManagementPortfolio Manager863-298-3612

Eric began his career in 2001 and joined UBS in 2008 after seven years in wealth management at Morgan Stanley. Providing access to the global resources

of UBS, Eric focuses on financial planning to serve a limited number of affluent families, whose specialized needs extend beyond investment management to include liability management, trust and estate planning, tax management and philanthropic strategies. Eric works to provide personalized investment strategies that can help balance income, growth and risk for each client.

Eric and his family are strongly committed to charity and community. As an Eagle Scout, Eric volunteers frequently with the Boy Scouts of America and has served as finance chairman for the Lake Region District in Central Florida. In addition, he serves on the board of the Polk State College Foundation. A graduate of the University of Florida, Eric also serves on the Alpha Tau Omega Fraternity Board of Trustees and House Committee. Eric is a Certified finanCial PlannerTM practitioner who also holds the Certified Investment Management Analyst® and Accredited Investment Fiduciary® designations. He earned a B.S. degree in finance from the University of Florida with a minor in economics.

Eric is a survivor of the September 11 terrorist attacks in New York City who escaped from the 61st floor that morning. Outside of the office, he enjoys spending time with his wife, Cady, his daughter, Halle, and his son, Embrey. Eric also enjoys competing in marathons and triathlons throughout the country. He and his family reside in Lakeland, FL.

Amy B. Garbrecht, CFP®

Senior Registered Client Service Associate863-298-3623

As the primary customer service liaison for Watkins Shell Johnson Wealth Management Group, Amy strives for customer service that makes a

difference. Her client focus and organizational skills make her an integral part of the team. She graduated with a major in finance and a minor in international business from the University of Central Florida. Though her

professional career began in the financial services industry, she spent nine years managing the legal, insurance and financial aspects of her family’s powerboat racing business. Amy joined Morgan Stanley in 2005 and came to UBS in 2008 as a Registered Client Service Associate. Amy utilizes her Certified finanCial PlannerTM certification in planning discussions with her team. Amy holds her FINRA Series 7, 31 and 66 licenses, as well as life, health, variable annuity and long-term care licenses.

In her free time, Amy loves to travel. She considers gaining passport stamps one of her greatest pastimes. She also loves spending time with her family, watching the sunsets from her boathouse and hanging with her friends. She lives in Winter Haven with her son, Austen.

Rachel Pinner Lobdell Team Administrator863-298-3631

After graduating from Florida Southern College in 1999 with a double major in computer information systems and finance, Rachel began her career in financial services with Wachovia

Securities. After spending 10 years there, Rachel moved to UBS in 2008 as a Senior Registered Client Service Associate, Branch Office Administrator and Branch Technology Liaison. Shortly after beginning treatment for breast cancer in October 2016, Rachel took on a management position as Supervisory Officer, utilizing her critical thinking skills, gregarious personality, and vast product and industry knowledge to assist the firm in managing and reducing risk through proper compliance controls. In January 2020, Rachel became a member of Watkins Shell Johnson Group, where her focus is on building relationships, providing high-quality customer service and helping clients understand what is necessary to achieve their financial goals. She holds her FINRA Series 7, 9/10, 63 and 65 licenses, as well as life, health, variable annuity and long-term care licenses.

In her free time, Rachel enjoys bringing a positive outlook and mentoring other ladies suffering through the woes of breast cancer. She also enjoys traveling, golf, watching sports of every kind, getting her hands dirty in her garden and gourmet cooking. She has previously served as the teaming chair for the American Cancer Society’s annual Breast Cancer Walk fundraiser. She is a member of Victory Church, and she and her husband, Matt, reside in Lakeland, FL with their rambunctious dog, Molly.

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified finanCial PlannerTM and federally registered CFP (with flame design) in the US, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CIMA® is a registered certification mark of the Investments & Wealth Institute™ in the United States of America and worldwide.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, please review the PDF document at ubs.com/workingwithus.

© UBS 2020. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. BO_01072020-2 Exp.: 01/31/2021

The Watkins Shell Johnson Wealth Management GroupUBS Financial Services Inc.295 First Street SouthWinter Haven, FL 33880888-498-6445 toll free855-420-5470 fax

ubs.com/team/watkinsshelljohnson