Universal Wealth Management LLC

Cynthia Hall is a financial advisor at Universal Wealth Management LLC with Series 63 and Series 65 credentials and three years of industry experience. She has held roles at several firms including Transamerica Financial Advisors, Inc. and World Financial Group, Inc., and maintains active involvement in healthcare-related activities such as providing IV infusion therapy as a registered nurse. Universal Wealth Management LLC offers discretionary portfolio management and investment advice to individual and high-net-worth clients, utilizing a broad range of investment products and model portfolios. The firm customizes allocations based on clients’ financial situations and employs both long- and short-term strategies under discretionary authority.

Anna Barone is a financial advisor at Universal Wealth Management LLC in Bay Shore, NY, holding Series 63 and Series 66 licenses. She is part of a small team of three advisors at a state-registered investment adviser. Universal Wealth Management provides discretionary portfolio management primarily to individual and high-net-worth clients, overseeing around $28 million in assets across approximately 145 accounts. The firm offers a broad range of investment advice and employs various strategies, including fundamental analysis and model portfolios managed by third-party managers.

Reed Austin is a financial advisor at Universal Wealth Management LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at several firms, including The Leaders Group Inc and AIG Capital Services, Inc. Outside of his advisory work, he serves as a Regional Vice President in a regional sales and insurance business. Universal Wealth Management LLC provides discretionary portfolio management and investment advice to individual and high-net-worth investors, offering guidance on a wide range of investment products and tailored portfolio strategies. The firm operates with discretionary authority and generally custodies assets through Charles Schwab.

Timothy Horst is a financial advisor at Universal Wealth Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at USAA Investment Management and Lincoln Financial Group. Outside of his advisory role, he manages a house-flipping business through Three Sons Realty LLC. Universal Wealth Management LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients. The firm offers a broad range of investment options and tailors allocations based on clients’ financial situations, employing both long- and short-term strategies.