Senior Vice President–Wealth Management
Financial Advisor
Kirk attended the University of Florida where he received dual degrees in both Finance and Marketing. Kirk has also completed the Harvard University Executive Continuing Education program.
He began his career with UBS Financial Services in August of 2015, and was previously employed by Merrill Lynch from 1994 until August. Prior to joining Merrill Lynch, Kirk held positions in commercial and corporate finance, mergers and acquisition financing, treasury management services and asset-based lending with NCNB National Bank, the predecessor to Bank of America. As the senior partner of Ruth, Hogue and Associates, Kirk oversees general investment direction and asset allocation decisions. Kirk serves as the primary resource for institutional asset management and consulting, as well as the oversight into micro and macro-economic issues that influence the team's overall investment policy and direction. He is experienced in developing estate planning solutions as well as wealth management and retirement income planning.
Kirk is recognized as a leader in the industry and has been invited to participate in numerous firm-wide and industry-wide conferences focusing on investment management and estate planning issues. In 2018 Kirk received the Community Foundation for North Central Florida Legacy Award. This prestigious award recognized Kirk as the Financial Professional of the Year for his excellence in the industry and in the community.
Kirk has many years of active involvement in the community having served on the Advisory Board of the Florida Museum of Natural History, Board of the Alachua County Library District Foundation, Board of Trustees of Alpha Tau Omega Fraternity, as well as serving as past Chairman of Ducks Unlimited.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Kirk attended the University of Florida where he received dual degrees in both Finance and Marketing. Kirk has also completed the Harvard University Executive Continuing Education program.
He began his career with UBS Financial Services in August of 2015, and was previously employed by Merrill Lynch from 1994 until August. Prior to joining Merrill Lynch, Kirk held positions in commercial and corporate finance, mergers and acquisition financing, treasury management services and asset-based lending with NCNB National Bank, the predecessor to Bank of America. As the senior partner of Ruth, Hogue and Associates, Kirk oversees general investment direction and asset allocation decisions. Kirk serves as the primary resource for institutional asset management and consulting, as well as the oversight into micro and macro-economic issues that influence the team's overall investment policy and direction. He is experienced in developing estate planning solutions as well as wealth management and retirement income planning.
Kirk is recognized as a leader in the industry and has been invited to participate in numerous firm-wide and industry-wide conferences focusing on investment management and estate planning issues. In 2018 Kirk received the Community Foundation for North Central Florida Legacy Award. This prestigious award recognized Kirk as the Financial Professional of the Year for his excellence in the industry and in the community.
Kirk has many years of active involvement in the community having served on the Advisory Board of the Florida Museum of Natural History, Board of the Alachua County Library District Foundation, Board of Trustees of Alpha Tau Omega Fraternity, as well as serving as past Chairman of Ducks Unlimited.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
Lindy H. Crews, ChFC®, CRPC
Wealth Management Associate
Lindy began her career in the financial services industry in 1993. During her career, she has served in multiple roles including Personal Banker, Private Banking and Trust Associate, Business Banking Assistant, and Registered Client Associate. Lindy obtained her securities license in 1997. She joined our team in 2005. Lindy has earned designations as a Chartered Financial Consultant and Chartered Retirement Planning Counselor.
Lindy provides excellent support to clients for all forms of operational requirements and administrative needs while striving to ensure an extraordinary client experience. Her ability to manage multiple projects and tasks as well as her knowledge and experience make her an invaluable member of our team.
Lindy is an active member of the North Central Florida Estate Planning Council and has served as the organization’s Secretary, Vice President, and President. She volunteers with Family Promise of Gainesville. A life-long resident of Gainesville, Lindy and her husband Garry enjoy traveling domestically and internationally. She also enjoys spending time with her two daughters, sons-in-law, and 5 granddaughters.
Senior Wealth Strategy Associate
Lindy H. Crews, ChFC®, CRPC
Wealth Management Associate
Lindy began her career in the financial services industry in 1993. During her career, she has served in multiple roles including Personal Banker, Private Banking and Trust Associate, Business Banking Assistant, and Registered Client Associate. Lindy obtained her securities license in 1997. She joined our team in 2005. Lindy has earned designations as a Chartered Financial Consultant and Chartered Retirement Planning Counselor.
Lindy provides excellent support to clients for all forms of operational requirements and administrative needs while striving to ensure an extraordinary client experience. Her ability to manage multiple projects and tasks as well as her knowledge and experience make her an invaluable member of our team.
Lindy is an active member of the North Central Florida Estate Planning Council and has served as the organization’s Secretary, Vice President, and President. She volunteers with Family Promise of Gainesville. A life-long resident of Gainesville, Lindy and her husband Garry enjoy traveling domestically and internationally. She also enjoys spending time with her two daughters, sons-in-law, and 5 granddaughters.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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