Senior Vice President–Wealth Management
Financial Advisor
Mike began his career in Sarasota, FL as a corporate lender with NCNB/Bank of America in 1989. In 1997 Mike moved to Gainesville, FL to accept a position with Merrill Lynch where he worked for 18 years as a Wealth Management Advisor and was also the Branch Manager for 9 of those years. In 2015, Mike and his team moved to UBS to open the new Gainesville office and has been the Branch Manager there as well since his arrival. Mike earned his undergraduate degree in Finance from Florida State University.
Mike and his wife Carrie split time between Gainesville and Sarasota, where he has deep roots in the community. Their oldest son Trey graduated from Florida State University, their daughter Natalie is a Senior at Auburn University, and their youngest son Cannon is a Junior in high school. Mike is on the board of Climb for Cancer in Gainesville, FL and chairs the Finance Committee. Mike and his family love being on the water fishing on the West Coast of Florida and attending just about any sporting event they can find.
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Credentials
Authorized Officer
Senior Wealth Strategy Associate
Tina has been with Carr & Associates for 19 years. Prior to working in Wealth Management, Tina was in banking for 17 years most recently as a Vice President at Wachovia. She holds her Series 7 license as well as her Series 9 & 10 securities management licenses. She has also obtained her Chartered Retirement Planning Consultant and Accredited Wealth Management Advisor designations. Tina holds a BA in Human Resource Management from the University of South Florida.
Tina was born and raised in Bradenton, Florida and has lived in Gainesville for the past 22 years. In her spare time, she enjoys horseback riding, watching college football and spending quality time with her friends and family. She has been involved in many civic organizations including Big Brothers/Big Sisters and Rotary.
Credentials
Senior Wealth Strategy Associate
Ashley joined the financial services industry in 2008, interning in wealth management while completing her Finance degree at the University of Florida. She joined the Carr & Associates team in 2012 at Merrill Lynch, later moving with them to UBS Financial Services in 2015. She holds her Series 7 and 66 licenses as well as her Series 9 & 10 securities management licenses. Ashley is a CERTIFIED FINANCIAL PLANNER™ professional and has specializations as a Certified Divorce Financial Analyst® (CDFA) practitioner and Chartered Retirement Plans SpecialistSM (CRPS®).
Ashley lives in the Haile Plantation neighborhood of Gainesville with her miniature goldendoodle, Charlie. In her free time, she enjoys volunteering, travel, exercise and spending time with her family. Ashley is passionate about her community and serves on the Board of Directors for the Ronald McDonald House of North Central Florida. She serves as Treasurer and Chair of the Finance Committee and sits on the Development Committee and other subcommittees. Ashley has also served as a Guardian ad Litem volunteer for over six years and coordinates the annual office school supply drive and Christmas wish list drive for the local children in foster care.
Credentials