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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Globe

Bart Bates

First Vice President–Wealth Management

Financial Advisor

I began my career as a municipal bond trader and over the past 34 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2007 after 13 years at RBC - Dain Rauscher and at William R. Hough & Co.. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA registered and hold Series 7, 23, 54, 63 and 65 securities licenses as well as licenses for life, long-term care and health insurance and variable annuities. My bachelor’s degree in business administration is from the University of South Florida. I also completed the 3 year Securities Industry Institute program at the Wharton School of Business. My wife and I live with our two daughters in St. Petersburg, FL.

Registered States:
  • AK
  • AL
  • AR
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WI
  • WY

Education

  • Bachelor's, Business Administration, University of South Florida
  • Securities Industry Institute Program, Wharton School of Business

Credentials

  • Portfolio Manager
150 Second Avenue North
Suite 1000
Saint Petersburg, FL 33701
  • (727) 892-2519

Email Me

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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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