Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Family photos on shelf

Byron Sheffield

First Vice President–Wealth Management

Byron was inspired to become a Financial Advisor at a young age by what he calls the “Story of Two Grandparents.” His father’s family in Tallahassee owned a small auto-body shop, whereas his mother’s family in Atlanta participated in retirement savings plans through their corporate careers. Both sets of grandparents retired successfully, however each taking very different paths to financial security. From this, Byron understood the value of financial education and trusted partnerships along the journey, and brings this insight with him into each client relationship; different backgrounds and conversations can make a world of difference for you and your family. 

Byron joined UBS in 2023, a global wealth management firm that caters to affluent families, executives, institutions and business owners to expand his solutions and advice for clients. Specifically, Byron is excited to deliver advanced planning and global financial investments, research and advice to clientele.  Byron is passionate about being a trust financial planning partner to his clients, and helping them enjoy what they work so hard to achieve.

Past experience
-Financial Advisor, Fidelity Investments

-Financial Advisor, Merrill Lynch

-Investment Associate, Fisher Investments

Education and credentials
- Series 7, Series 65, and Series 66 licensed

- Life, health, and variable annuity licenses

- Bachelor of Arts from University of Florida

Byron enjoys exploring Tampa Bay with his wife, Christina, and their 4 year old rottie, Cooper, attending Tampa Bay sporting events, trying his hand on the golf course, or on the waters offshore fishing. Byron also volunteers his time to a number of organizations including, Kiwanis Club of Tampa Bay, ChildFund International, Trey Curry Foundation and the American Red Cross.

Registered States:
  • CA
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • ME
  • MI
  • MN
  • NC
  • OR
  • PA
  • RI
  • SD
  • TN
  • TX
  • UT
  • VA
101 E Kennedy Blvd
Suite 1800
Tampa, FL 33602
  • (813) 227-2864

Email Me

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Global Equity Research 

Institutional Investor, 2021 Global Rankings

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

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We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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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.

Investment management

Investment management

Advice. Beyond investing.

Retirement Couple

Retirement readiness


Financial planning

2022 year-end planning guide

The UBS Advanced Planning Group’s 2022 Year-End Planning Guide explores an array of planning ideas, arranged thematically, to help you refine your planning approach. Sometimes, that’s simply considering a new idea that could possibly save money on taxes. Other times, it’s finding ways to better achieve the vision for your legacy.