Let's move forward. Together.

Dale Emerick is the founding member and senior partner of Emerick Wealth Management Group at UBS. Since its inception, Dale has played a pivotal role in shaping the group's philosophy and direction. With over 4 decades of experience, Dale's guidance has been instrumental in helping families navigate the complexities of wealth management with confidence and clarity.

Having begun his career in 1980, Dale's dedication to excellence is evident in his credentials, Dale is registered in 29 states and holds the following licenses: Series 3 Commodities futures and options, Series 5 Interest rate options, Series 15 Foreign Securities and currency options, Series 7 General Securities, Series 63 Uniform State Exam, and Series 65 License for Investment Advisor and has completed the rigorous UBS Wealth Management Education program. He holds designations as both a Wealth Advisor and Senior Portfolio Manager within the Portfolio Management Program, specializing in discretionary asset management. In this capacity, Dale assumes a pivotal role in translating clients' visions into actionable strategies, overseeing the implementation and management of their Financial Plans, Strategies, and Investment Portfolios.

Education lies at the core of Dale's professional journey. He earned a Bachelor of Science Degree from the Warrington College of Business at the University of Florida in 1979, majoring in both Finance and Economics.

Beyond his professional endeavors, Dale finds fulfillment in his personal life alongside his wife, Susie, in the Florida Keys. Together, they relish the serenity of boating, the thrill of fishing, and the camaraderie of college football—an embodiment of their shared passion for adventure and leisure.

As a partner of the Emerick Wealth Management Group, Jared aims to deliver advice, guidance and comprehensive wealth management solutions to individuals, families, and businesses at the highest standard by crafting strategic solutions that are tailored to each client’s unique lifestyle, personal goals, and financial objectives. 

Jared began his career at UBS in 2020 after a notable 4-year tenure in the Seychelles, an island chain located off the east coast of Africa, where he provided strategic advice and guidance to foreign dignitaries as a professional yacht captain. Initially joining the UBS Wealth Advice Center in Weehawken, New Jersey, Jared assumed dual roles as a Financial Advisor and Corporate Stock Benefit Consultant where he specialized in managing Corporate Stock Benefit Plans. With a background of diverse expertise, Jared conveys his knowledge of navigating the intricate aspects and complex situations of a client’s financial framework by utilizing in-depth financial planning, establishing and managing corporate retirement plans, and acting as the primary liaison in facilitating a seamless onboarding and relationship experience for all his clients. 

Jared graduated from the University of Florida in 2015 with a Bachelor of Arts Degree in Criminology. His dedication to his clients is emphasized by his acquisition of the CERTIFIED FINANCIAL PLANNER™ certification in 2024. Jared is registered in 25 states and holds multiple securities licenses in addition to his CFP® certification, these include the Series 7 and Series 66 securities licenses, as well as licenses for Health Insurance, Life Insurance, and Variable Annuities.

Residing in St. Petersburg, FL with his dog Duke, Jared finds joy in a diverse array of interests outside of the office. From culinary pursuits to leisurely outdoor activities like fishing, golf and cheering on his favorite sports teams, he embraces a balanced lifestyle that reflects his passion for both personal and professional growth.

Brett has been an essential member of the Emerick Wealth Management group at UBS since 2010. As the contact person for all client service needs, he oversees the day-to-day operations of the team. Brett's central role revolves around crafting comprehensive and customized financial plans for clients. He is central in guiding clients through their financial plan with knowledge and care. Brett collaborates closely with clients' external legal and accounting advisors, ensuring seamless coordination for annual tax planning.

Brett earned a Bachelor of Arts Degree in History from the University of Florida in 2009. In 2016, he achieved a significant milestone in his career by obtaining the Certified Financial Planner™  certification. This accomplishment underscores Brett's dedication to professional excellence and his commitment to providing the highest standard of financial advice to his clients. In addition to his CFP® certification, Brett holds several securities licenses, including Series 7 and Series 66, as well as licenses for Health Insurance, Life Insurance, and Variable Annuities. These credentials reflect Brett's comprehensive expertise in financial planning and investment management, further bolstering his ability to serve his clients effectively.

Brett and his wife, Christina, reside in Westchase and in 2024 they welcomed their first son Jackson, bringing immense joy and new adventures to their lives. Together, they cherish family time and continue to indulge in their shared passions for boating, golfing, and cheering on the University of Florida.