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, bringing with him nearly a decade of experience in the financial services industry. Byron chose UBS, a global wealth management firm that caters to affluent families, executives, institutions, and business owners to expand his solutions and advice for clients. More specifically, Byron is excited to continue building upon his experience in providing exceptional service, advanced planning and global financial investments, research, and tailored advice to clientele. Byron is passionate about being a trusted 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 5 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
  • FL
  • IL
  • ME
  • NC
  • NH
  • OH
  • PA
  • RI
  • TN
  • TX
101 E Kennedy Blvd
Suite 1800
Tampa, FL 33602
  • (813) 227-2864

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As of 03/31/2024

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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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Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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