Financial planning tailored to your goals

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Dale Emerick

    Dale Emerick

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MO
    • NC
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WI

    Professional History

    Dale joined UBS (formerly PaineWebber) in 1980 and has over 43 years of experience in guiding families in managing wealth. Dale has completed the UBS Wealth Management Education program, and earned both the Wealth Advisor and Senior Portfolio Manager designations for the Portfolio Management Program pertaining to discretionary asset management. Dale oversees the clients broad vision and is responsible for the direct implementation and management of the clients Strategic Plan, Strategy, and Investment Portfolio.

    Education and Personal Information

    Dale earned a Bachelor of Science Degree from the Warrington College of Business at the University of Florida in 1979, with double majors of Finance and Economics. Dale and his wife Susie reside in the Florida Keys and their son Jared is also an alum of the University of Florida. They enjoy, boating, fishing, and college football.

     

        • Senior Portfolio Manager
        • Wealth Advisor
        18167 US 19 North
        Harbourside Building
        Clearwater, FL 33764
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        Jared Emerick

        Financial Advisor

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        • AL
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • KY
        • LA
        • MA
        • MI
        • MO
        • NC
        • NJ
        • NY
        • OH
        • PA
        • TN
        • TX
        • VA
        • WI

        Professional History

        Jared joined UBS in 2020 after devoting four years abroad in the Seychelles, an Island chain located in the Indian Ocean off the east coast of Africa, where he was engaged in guiding and advising multiple foreign Heads of State and diplomats as a professional yacht captain. Jared initially joined UBS at the UBS Wealth Advice Center in Weehawken, New Jersey working as a Financial Advisor and Corporate Stock Benefit Consultant. Jared provides knowledge surrounding Corporate Stock Benefit Plans, is involved with the onboarding of new clients to ensure a seamless and successful relationship as well as works within the team to assist in developing a financial plan designed to address the client’s life goals and objectives.

        Education and Personal Information

        Jared earned a Bachelor of Arts Degree in Criminology, from the University of Florida and holds the Series 7 and Series 66 securities licenses. Jared resides in Tampa, FL and enjoys many activities including cooking, fishing, golf, and attending sporting events.

              101 E Kennedy Blvd
              18th Floor
              Tampa, FL 33602
            • Brett Elam

              Brett Elam

              Wealth Management Associate

              CERTIFIED FINANCIAL PLANNER™

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              • FL
              • MA
              • NC
              • OH
              • TN

              Brett joined UBS and the Emerick Wealth Management group in 2010 and his responsibilities include providing the due diligence required for implementing the clients Investment Strategies, and formulating and processing the client's Financial Plan. Brett coordinates with the clients outside legal and accounting advisors and compiles the information necessary for yearly tax planning and for input and comments on Strategic Plan.

              Brett earned a Bachelor of Arts Degree in History, from the University of Florida in 2009. Brett holds the Series 7, and Series 66 security licenses as well as licenses for Health Insurance, Life Insurance, and Variable Annuities. Brett also holds Certified Financial Planner™ certification, or CFP®. Brett and his wife Christina live in Clearwater, FL and enjoy boating, golf, and cheering on the University of Florida.

                  • CERTIFIED FINANCIAL PLANNER™
                  • Business Development Specialist
                  18167 US 19 North
                  Harbourside Building
                  Clearwater, FL 33764

                The circular economy: What is it?

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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