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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.

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.

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.