Purpose. Passion. Performance.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Addicus Areas of Expertise

– Wealth transfer and education for multigenerational families

– Pre- and post- transaction planning for business owners on the sale of their business

– Bringing clarity and stability to complex family issues such as divorce, special needs, and intra-family disputes

– Charitable planning and fulfilling philanthropic goals

– Tailored banking and lending solutions

– Access to best-in-class alternative investments

– Retirement Plan Consulting

– Institutional Consulting

Jay DeGeare

Managing Director–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Jay is a Managing Director and Financial Advisor in the Private Wealth Division of UBS. He has spent more than 21 years advising entrepreneurs, businesses, charities, and high net worth families on complex investment, asset allocation, risk management, tax and philanthropic planning. Inevitably Jay and his experienced team strive to add value to already successful families and organizations to help them achieve their specific goals.

Jay is involved in a variety of organizations that serve others. He is on the Advisory Board of Accelerated Resolution Therapy International which aids in treatment for post traumatic stress. He also is a Builder for a global organization called New Story that supports the homeless in either finding them places to rent or by building them a home. Jay is also a co-founder of New World Angels, an early stage investment group supporting entrepreneurs.

Jay and his wife Christi have been married nearly 30 years and have two boys, Jake and Taylor. He enjoys most things outdoors including golf, fishing, tennis. He served on active duty in the U.S. Army, mostly overseas in Germany, as tank platoon leader and a reconnaissance scout platoon leader, retiring as an instructor. During his service, Jay earned a Ranger tab, as well as Airborne and Air Assault badges.

Jay received his Bachelors of Science in Business and a minor in Systems Engineering from the United States Military Academy at West Point, New York.
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
Matt Gordon

Managing Director–Wealth Management

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- LA
- MA
- MD
- MI
- MO
- MS
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
David Ochotorena

Financial Advisor
View bio
- AL
- CA
- CO
- FL
- GA
- HI
- LA
- MD
- MI
- NC
- NY
- OH
- PA
- SC
- TN
- TX
David specializes in providing planning and investment advice to multi-generational families, business owners, and institutions. He partners with his clients to understand their unique needs and to formulate the best advice to help them succeed. Having been raised by a teacher and an engineer, David sees his role as a trusted educator and a thoughtful architect. He seeks to be engaged and collaborative with his clients, his partners and professional experts.

Prior to joining UBS, David spent 14 years with AB in both Institutional and Bernstein Private Wealth Management. For the last decade he supported and advised high net worth individuals and families directly as a Client Service Advisor.

David earned an A.B. in Economics from Princeton University where he played four years of varsity football. David became a CERTIFIED FINANCIAL PLANNER™ in 2014.

Outside of the office, David spends as much time as he can with his wife Alexis and their four young children. Working from home through the pandemic has afforded some interesting challenges and priceless opportunities to grow closer to them. He especially loves coaching baseball and spending time with his new baby girl.
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
Joseph Jin

Financial Advisor
View bio
- AL
- CA
- CO
- FL
- GA
- LA
- MA
- MD
- MI
- MO
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
Joseph is a Financial Advisor at UBS Global Wealth Management. As a fiduciary, he specializes in providing investment planning and advice for high-net-worth clients, including individuals, families, business owners and non-profit organizations. Prior to joining UBS, Joseph was a member of an advisory team that managed over $1.8B in client assets at Bernstein Private Wealth Management. He held various roles including Senior Associate and Client Advisor. Prior to Bernstein, he worked on the institutional sales and trading desk for Noble Financial Capital Markets – a boutique investment bank focused on small-cap emerging growth companies.

Joseph holds the Certified Financial Planner™ designation, as well as his FINRA Series 7 and 63 securities licenses. He is registered as an Investment Advisor with the Securities and Exchange Commission (SEC) and received a B.S. in Finance and Marketing from the University of South Florida.

Joseph was born in Seattle, WA and raised in Gainesville, FL. He and his wife, Michelle, currently live in Tampa, FL with their son, Julian. Outside of the office, he enjoys spending time with his family, fishing, golfing and watching football.
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
Chase Williams

Financial Advisor

Retirement Plan Consultant
View bio
- AL
- CA
- CO
- CT
- FL
- GA
- HI
- LA
- MD
- MI
- NC
- NY
- OH
- OK
- PA
- SC
- TN
- TX
Chase is a Financial Advisor, Retirement Plan Consultant, and Institutional Consultant at UBS. Chase has a passion for the capital markets and partnering with clients to discover and achieve their unique goals. Chase focuses on financial planning, education, tax/risk management, and alternative investments. He works alongside his clients which include, high net worth individuals and families, business owners, non-profit organizations, and retirement plans. Chase and the entire Addicus Partners team work collectively to seek to provide the best-in-class service to their clients.

Prior to joining UBS, Chase assisted high and ultra-high net worth clients at Bernstein Private Wealth Management. Prior to Bernstein, he worked with an institutional consulting firm based in Atlanta, GA.

Chase earned his Bachelor of Science degree in Finance and Business Management from Florida State University and holds the following professional designations:
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst (CAIA)
- Charter Retirement Plan Specialist (CRPS)
Outside of the office, Chase enjoys spending time with friends and family, fitness, golf, and tennis.
- Retirement Plan Consultant
- Institutional Consultant, UBS Institutional Consulting Program
- Chartered Financial Analyst®
- Chartered Retirement Plans Specialist℠
- Chartered Alternative Investment Analyst
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
$S:\4K Tampa PWM Recruit Team\Devon$
April Fisher

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
April serves as the “Chief Operating Officer” of the service team - implementing investment strategies, banking services, and additional products as well as manages day to day operations. April supports all team members so they can focus on the needs of our clients. April has a background working with high net worth families, multi-generational planning, family office services, institutional consulting, retirement planning and cash management.

Prior to joining Addicus Partners, April worked alongside an Institutional Consulting team working as a Senior Team Associate. Prior to UBS, April began her career at Merrill Lynch in Buffalo, NY.

April attended Daemen College earning her Bachelors of Science in Business Administration and Finance. April holds her Series 7, 63, 65, and 3 as well as her Life, Health, and Variable Annuities license. April also holds the CERTIFIED FINANCIAL PLANNER™ designation.

Outside of work April enjoys staying active, spending time with family and friends, as well as taking advantage of the warm weather Tampa Bay has to offer. You can find her enjoying the trails in local parks, biking, or volunteering with Boston Terrier Rescue of Florida. April lives in Valrico, FL with her husband Ryan and their two dogs Ted (Shorkie) and Jax (Boston Terrier).
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602

Brooke Banning

Client Associate
View bio
- AL
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- LA
- MD
- NY
- OH
- OK
- SC
- TN
Brooke is a Client Servicing Associate for UBS Global Wealth Management. She enjoys developing meaningful relationships with clients while partnering with her advisors to help clients achieve their financial goals.

Prior to joining UBS, Brooke started her career in finance at JP Morgan Securities in Dallas, TX as a licensed Marketing Associate before transitioning into a Client Associate role. After nearly four years in Dallas, Brooke relocated back to her hometown of Tampa, FL to be an Associate for Bernstein Private Wealth Management.

Brooke earned her Bachelor of Science degree in Marketing and Sports Management from Florida State University. She currently holds her Series 7 and 66 licenses.

Outside of the office, Brooke is an avid Tampa Bay Lightning fan. She also enjoys spending time with family and friends, cycling, yoga, traveling and trying new local restaurants.
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
$S:\4K Tampa PWM Recruit Team\Devon$
Devon Helling

Client Associate
View bio
Devon serves as the Team Associate for Addicus Partners. She works closely with each Financial Advisor to support all client related tasks and make sure they are taken care of in a timely manner. Devon coordinates team /client related scheduling to ensure smooth communication between the client and team. She looks forward to continuing her connections with each client.

Prior to UBS, Devon worked in the hospitality industry for 5 years in the Tampa area. She thoroughly enjoyed the experience and opportunity to learn from her previous jobs but is excited to be a part of Addicus Partners and start her journey in this new role. She attended Winthrop University in Rock Hill, SC where she received her BA in Dance Performance and minored in Entrepreneurship.

In her free time, Devon enjoys traveling, watching the Bucs on Sundays, and spending as much time with friends and family that she can. She currently lives in Seminole Heights with her husband Carter and dog Finley where they enjoy long walks by the Hillsborough River.
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602

Jay DeGeare

Managing Director–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Jay is a Managing Director and Financial Advisor in the Private Wealth Division of UBS. He has spent more than 21 years advising entrepreneurs, businesses, charities, and high net worth families on complex investment, asset allocation, risk management, tax and philanthropic planning. Inevitably Jay and his experienced team strive to add value to already successful families and organizations to help them achieve their specific goals.

Jay is involved in a variety of organizations that serve others. He is on the Advisory Board of Accelerated Resolution Therapy International which aids in treatment for post traumatic stress. He also is a Builder for a global organization called New Story that supports the homeless in either finding them places to rent or by building them a home. Jay is also a co-founder of New World Angels, an early stage investment group supporting entrepreneurs.

Jay and his wife Christi have been married nearly 30 years and have two boys, Jake and Taylor. He enjoys most things outdoors including golf, fishing, tennis. He served on active duty in the U.S. Army, mostly overseas in Germany, as tank platoon leader and a reconnaissance scout platoon leader, retiring as an instructor. During his service, Jay earned a Ranger tab, as well as Airborne and Air Assault badges.

Jay received his Bachelors of Science in Business and a minor in Systems Engineering from the United States Military Academy at West Point, New York.
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
Matt Gordon

Managing Director–Wealth Management

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- LA
- MA
- MD
- MI
- MO
- MS
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
David Ochotorena

Financial Advisor
View bio
- AL
- CA
- CO
- FL
- GA
- HI
- LA
- MD
- MI
- NC
- NY
- OH
- PA
- SC
- TN
- TX
David specializes in providing planning and investment advice to multi-generational families, business owners, and institutions. He partners with his clients to understand their unique needs and to formulate the best advice to help them succeed. Having been raised by a teacher and an engineer, David sees his role as a trusted educator and a thoughtful architect. He seeks to be engaged and collaborative with his clients, his partners and professional experts.

Prior to joining UBS, David spent 14 years with AB in both Institutional and Bernstein Private Wealth Management. For the last decade he supported and advised high net worth individuals and families directly as a Client Service Advisor.

David earned an A.B. in Economics from Princeton University where he played four years of varsity football. David became a CERTIFIED FINANCIAL PLANNER™ in 2014.

Outside of the office, David spends as much time as he can with his wife Alexis and their four young children. Working from home through the pandemic has afforded some interesting challenges and priceless opportunities to grow closer to them. He especially loves coaching baseball and spending time with his new baby girl.
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
Joseph Jin

Financial Advisor
View bio
- AL
- CA
- CO
- FL
- GA
- LA
- MA
- MD
- MI
- MO
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
Joseph is a Financial Advisor at UBS Global Wealth Management. As a fiduciary, he specializes in providing investment planning and advice for high-net-worth clients, including individuals, families, business owners and non-profit organizations. Prior to joining UBS, Joseph was a member of an advisory team that managed over $1.8B in client assets at Bernstein Private Wealth Management. He held various roles including Senior Associate and Client Advisor. Prior to Bernstein, he worked on the institutional sales and trading desk for Noble Financial Capital Markets – a boutique investment bank focused on small-cap emerging growth companies.

Joseph holds the Certified Financial Planner™ designation, as well as his FINRA Series 7 and 63 securities licenses. He is registered as an Investment Advisor with the Securities and Exchange Commission (SEC) and received a B.S. in Finance and Marketing from the University of South Florida.

Joseph was born in Seattle, WA and raised in Gainesville, FL. He and his wife, Michelle, currently live in Tampa, FL with their son, Julian. Outside of the office, he enjoys spending time with his family, fishing, golfing and watching football.
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
Chase Williams

Financial Advisor

Retirement Plan Consultant
View bio
- AL
- CA
- CO
- CT
- FL
- GA
- HI
- LA
- MD
- MI
- NC
- NY
- OH
- OK
- PA
- SC
- TN
- TX
Chase is a Financial Advisor, Retirement Plan Consultant, and Institutional Consultant at UBS. Chase has a passion for the capital markets and partnering with clients to discover and achieve their unique goals. Chase focuses on financial planning, education, tax/risk management, and alternative investments. He works alongside his clients which include, high net worth individuals and families, business owners, non-profit organizations, and retirement plans. Chase and the entire Addicus Partners team work collectively to seek to provide the best-in-class service to their clients.

Prior to joining UBS, Chase assisted high and ultra-high net worth clients at Bernstein Private Wealth Management. Prior to Bernstein, he worked with an institutional consulting firm based in Atlanta, GA.

Chase earned his Bachelor of Science degree in Finance and Business Management from Florida State University and holds the following professional designations:
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst (CAIA)
- Charter Retirement Plan Specialist (CRPS)
Outside of the office, Chase enjoys spending time with friends and family, fitness, golf, and tennis.
- Retirement Plan Consultant
- Institutional Consultant, UBS Institutional Consulting Program
- Chartered Financial Analyst®
- Chartered Retirement Plans Specialist℠
- Chartered Alternative Investment Analyst
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
$S:\4K Tampa PWM Recruit Team\Devon$
April Fisher

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
April serves as the “Chief Operating Officer” of the service team - implementing investment strategies, banking services, and additional products as well as manages day to day operations. April supports all team members so they can focus on the needs of our clients. April has a background working with high net worth families, multi-generational planning, family office services, institutional consulting, retirement planning and cash management.

Prior to joining Addicus Partners, April worked alongside an Institutional Consulting team working as a Senior Team Associate. Prior to UBS, April began her career at Merrill Lynch in Buffalo, NY.

April attended Daemen College earning her Bachelors of Science in Business Administration and Finance. April holds her Series 7, 63, 65, and 3 as well as her Life, Health, and Variable Annuities license. April also holds the CERTIFIED FINANCIAL PLANNER™ designation.

Outside of work April enjoys staying active, spending time with family and friends, as well as taking advantage of the warm weather Tampa Bay has to offer. You can find her enjoying the trails in local parks, biking, or volunteering with Boston Terrier Rescue of Florida. April lives in Valrico, FL with her husband Ryan and their two dogs Ted (Shorkie) and Jax (Boston Terrier).
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
Brooke Banning

Client Associate
View bio
- AL
- CA
- CO
- CT
- FL
- GA
- HI
- IL
- LA
- MD
- NY
- OH
- OK
- SC
- TN
Brooke is a Client Servicing Associate for UBS Global Wealth Management. She enjoys developing meaningful relationships with clients while partnering with her advisors to help clients achieve their financial goals.

Prior to joining UBS, Brooke started her career in finance at JP Morgan Securities in Dallas, TX as a licensed Marketing Associate before transitioning into a Client Associate role. After nearly four years in Dallas, Brooke relocated back to her hometown of Tampa, FL to be an Associate for Bernstein Private Wealth Management.

Brooke earned her Bachelor of Science degree in Marketing and Sports Management from Florida State University. She currently holds her Series 7 and 66 licenses.

Outside of the office, Brooke is an avid Tampa Bay Lightning fan. She also enjoys spending time with family and friends, cycling, yoga, traveling and trying new local restaurants.
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
$S:\4K Tampa PWM Recruit Team\Devon$
Devon Helling

Client Associate
View bio
Devon serves as the Team Associate for Addicus Partners. She works closely with each Financial Advisor to support all client related tasks and make sure they are taken care of in a timely manner. Devon coordinates team /client related scheduling to ensure smooth communication between the client and team. She looks forward to continuing her connections with each client.

Prior to UBS, Devon worked in the hospitality industry for 5 years in the Tampa area. She thoroughly enjoyed the experience and opportunity to learn from her previous jobs but is excited to be a part of Addicus Partners and start her journey in this new role. She attended Winthrop University in Rock Hill, SC where she received her BA in Dance Performance and minored in Entrepreneurship.

In her free time, Devon enjoys traveling, watching the Bucs on Sundays, and spending as much time with friends and family that she can. She currently lives in Seminole Heights with her husband Carter and dog Finley where they enjoy long walks by the Hillsborough River.
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602

The proof is in our numbers

Over $1 billion

Assets under management

As of 07/27/2022

9 person

seasoned team

Over 50

Collective years of experience

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

A team approach

Multigenerational wealth planning

Strategies for each generation of your family

A lifetime financial strategy. We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture over time. By focusing specifically on preserving multigenerational wealth, we can help you navigate the intersection of family, business, finance and legacy.

Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Retirement plan sponsors

Institutional consulting

Investors aren't panicking …

UBS Investor Watch

Keeping up with the latest insights can give you great ideas for making the most of your wealth. That's where UBS Investor Watch comes in, bringing you the views of investors around the world. Explore our reports and see how they might help you reach your goals.

Want fresh insights into what matters most to you?

Download the full report

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

Purpose. Passion. Performance.

Addicus Areas of Expertise

Jay DeGeare

Matt Gordon

David Ochotorena

Joseph Jin

Chase Williams

April Fisher

Brooke Banning

Devon Helling