Let's move forward. Together.

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An industry veteran since 1987, Brian has provided comprehensive wealth management to affluent investors to help them take advantage of the unique opportunities that come with substantial wealth. Brian serves a limited number of elite clients that range from business owners and corporate executives to ultra-high net worth families.

Brian delivers more than financial advice to clients. His team provides comprehensive services to help meet the sophisticated needs of individuals and families. Brian offers guidance on trust and estate planning, education for the next generation, philanthropy, and acts as his clients' own global family office.

Brian began his career at Raymond James Financial in 1987.  Prior to joining UBS Financial Services in 2008 he was Senior Vice President, Senior Portfolio Manager and Wealth Advisor with Morgan Stanley for over 17 years. Brian is a graduate of the prestigious Wharton School of Business Financial Advisory Program where he earned the Wealth Advisor designation. This designation supports his holistic planning process that is used for each client in helping them pursue their financial goals with confidence. As a Senior Portfolio Manager, he has decision-making authority over client accounts, emphasizing a long-term service arrangement in which clients' interests always come first. 

Philanthropy is a large part of Brian’s business and personal life. Brian is very active in the Tampa Bay Community, serving as a consultant for several nonprofits in the fight against human trafficking. He has spent many years on the executive board of the Florida Dream Center and is an active participant in Global Missions.  He also enjoys mentoring young business professionals. 

Brian spends most of his time out of the office with his wife of 30 years, Kathleen, and their three sons. Together they enjoy traveling, boating, fishing, and diving.

• Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Ann Marie leads our team in administrative and operational support bringing a wealth of experience, skill, and knowledge to all situations. As a primary point of contact, she uses her expertise to build relationships, anticipate client needs, navigate complex problems and deliver impeccable service. She prides herself in building strong relationships with clients and creating a highly personalized wealth management experience that goes above and beyond. Ann Marie provides the commitment and attention to detail required to help manage the complexity that comes with great wealth.  

Ann Marie has worked in the financial services industry since graduating from the University of South Florida in 1999. She received her Master's in Business Administration from Saint Leo University in June 2006. Ann Marie holds her Series 7, 31, 63 and 65 securities licenses and life and annuities insurance licenses. Ann Marie was born and raised in Florida and is very active in the Temple Terrace community, where she has lived for over 35 years.  Ann Marie currently sits on the board of the GFWC Junior Women’s Club, Temple Terrace chapter.  She also participates in the American Cancer Society Making Strides Against Breast Cancer walk, in support of her mother, who is a breast cancer survivor. She is an avid hockey fan, enjoys spending time with her nieces, going to theme parks, attending concerts and traveling.

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