An experienced and committed team

With a career spanning over three decades, Brian has been pivotal in the evolution and success of Synergy Wealth Consultants at UBS. His forward-thinking leadership and strategic insight have propelled the team into recognition as one of Florida’s premier wealth management practices, as cited by Forbes Magazine in 2024.

Brian specializes in delivering tailored wealth management solutions to a select group of high-net-worth individuals, including business owners, corporate executives, and affluent families. His comprehensive approach encompasses wealth preservation, alternative investments, generational wealth transfer, and the management of direct investments. His services also extend to Global Family Office solutions, investment banking, and philanthropy advisory.

Brian’s career includes senior roles at Morgan Stanley and UBS, where he currently serves as Senior Portfolio Manager and Senior Vice President of Investments. A graduate of the prestigious Wharton School of Business Financial Advisory Program, Brian also holds the Wealth Advisor designation.

Brian is equally dedicated to philanthropy, serving as a trusted consultant to numerous nonprofits in the Tampa Bay area. He was a longstanding board member of the Florida Dream Center and actively participates in various global missions. In addition to his professional and philanthropic commitments, Brian enjoys mentoring young professionals and spending quality time with his wife of 33 years, their three sons and daughter in law.

Riley brings with him a strong background in Wealth Management and Financial Planning. He began his tenure with UBS in 2018, interning under his father, Brian Robinson. During this time, Riley pursued a degree in Economics at the University of Central Florida. After graduating in 2021, he spent the next 3 years as a Financial Advisor with UBS out of Charlotte, NC, creating financial plans and aiding clients towards achieving their financial goals. He and his wife, Taylor, have taken a step towards their own goals in moving back to St. Petersburg, FL, where they will welcome their first baby in December.

Trust and Continuity are key pillars of our client relationships, and Riley is committed to upholding these values while supporting our team’s mission. This addition to our team allows us to offer an even higher level of service and an enhancement to the overall experience for our clientele.

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.