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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:
  • AL
  • AR
  • AZ
  • CO
  • CT
  • FL
  • GA
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • OH
  • OK
  • RI
  • SC
  • TN
  • TX
  • VA
  • WI

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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