$3.9 trillion
In invested assets globally
As of 12/31/2022
Understanding what matters most to you
As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.
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.
Steve has been in the financial services industry for over 30 years in Sarasota. He is a native of Boston, MA and a graduate of Saint Anselm College in Manchester, NH. Steve and his team pride themselves on creating a holistic client experience with strategic investment planning services including Financial Plan creation and updating, estate planning, macro asset allocation recommendations, corporate services consulting, generational wealth planning, retirement planning, long-term health care cost analysis, and lending analysis.
He has always felt that giving back to the community is important, thus, he serves and has served on multiple non-profit boards in the greater Sarasota Area. He is currently a Mid Florida Chapter Trustee of the National MS Society.
Some of his hobbies include golf, fitness training and travel when the opportunity arises. Steve lives in Sarasota with his wife, Susan, and their two sons Ryan and Kellan.
Graham focuses on family wealth planning and the ability to leave a legacy by bringing the teams talents and experience, backed by the broadest range of resources from within UBS and third-party partners, to provide you with the relevant insights and timely strategies to help grow and protect your assets.
Graham serves a dynamic clientele of successful professionals and family stewards, both working and retired, by creating customized wealth management plans based on their unique current and future financial needs. He guides clients through the financial planning process to clarify what they want to achieve with their assets and then develops a financial plan to meet their goals. Graham systematically implements the plan and feels rewarded by seeing the positive changes in his clients’ lives.
Graham has more than ten years of experience helping clients prepare for their future, beginning his career during one of the equity market’s most tumultuous periods. Prior to joining UBS in 2009, he worked with clients at Northwestern Mutual Financial. Graham is an Accredited Asset Management Specialist (AAMS®), a designation which signifies a high level of consulting expertise with investments, insurance, tax, retirement, and estate planning issues. He earned his undergraduate degree from the University of South Florida.
Graham and his wife Natalie are enjoying watching their young children, Avalynn and Lyndon grow. Together they own a salon in Venice, FL, and they are actively involved in the Sarasota community. Graham is a member of several community organizations and athletic groups. He enjoys competitive running, triathlon, and golf. Not afraid of a challenge, Graham has competed in two full Ironman Triathlons and several ultra-marathons.
Camille has been in the financial services industry for over 30 years. Throughout her career, she has held many positions including Client Service Associate, New Issue Coordinator and Manager's Assistant. She's also been the Branch Office Coordinator for the Client Associate Council to Management and Branch Client Service Associate Training Coach for 12 years.
Camille has worked with Steve since 1996 and has her Series 7, 63 and 65 Licenses. Camille is responsible for the overall coordination of all administrative and client service related tasks for the group.
Amanda is responsible for assisting the team with marketing, event coordination, team projects and administrative tasks. She enjoys providing personalized service to clients and helping clients utilize technology in their finances by incorporating UBS Online Services.
Amanda joined the financial services industry in 2017 with over 15 years of experience in marketing and customer service. She holds her series 7 and 66 registrations. Her passion for taking care of clients and pursuing advanced education opportunities has allowed her to excel in this role.
After attending school at University of Colorado in Colorado Springs, she relocated to Sarasota where she enjoys an active lifestyle with her husband, Jamie, their young daughter, Taylor, and their dog, Lana. She is an avid runner and enjoys a variety of fitness challenges.
Steve has been in the financial services industry for over 30 years in Sarasota. He is a native of Boston, MA and a graduate of Saint Anselm College in Manchester, NH. Steve and his team pride themselves on creating a holistic client experience with strategic investment planning services including Financial Plan creation and updating, estate planning, macro asset allocation recommendations, corporate services consulting, generational wealth planning, retirement planning, long-term health care cost analysis, and lending analysis.
He has always felt that giving back to the community is important, thus, he serves and has served on multiple non-profit boards in the greater Sarasota Area. He is currently a Mid Florida Chapter Trustee of the National MS Society.
Some of his hobbies include golf, fitness training and travel when the opportunity arises. Steve lives in Sarasota with his wife, Susan, and their two sons Ryan and Kellan.
Graham focuses on family wealth planning and the ability to leave a legacy by bringing the teams talents and experience, backed by the broadest range of resources from within UBS and third-party partners, to provide you with the relevant insights and timely strategies to help grow and protect your assets.
Graham serves a dynamic clientele of successful professionals and family stewards, both working and retired, by creating customized wealth management plans based on their unique current and future financial needs. He guides clients through the financial planning process to clarify what they want to achieve with their assets and then develops a financial plan to meet their goals. Graham systematically implements the plan and feels rewarded by seeing the positive changes in his clients’ lives.
Graham has more than ten years of experience helping clients prepare for their future, beginning his career during one of the equity market’s most tumultuous periods. Prior to joining UBS in 2009, he worked with clients at Northwestern Mutual Financial. Graham is an Accredited Asset Management Specialist (AAMS®), a designation which signifies a high level of consulting expertise with investments, insurance, tax, retirement, and estate planning issues. He earned his undergraduate degree from the University of South Florida.
Graham and his wife Natalie are enjoying watching their young children, Avalynn and Lyndon grow. Together they own a salon in Venice, FL, and they are actively involved in the Sarasota community. Graham is a member of several community organizations and athletic groups. He enjoys competitive running, triathlon, and golf. Not afraid of a challenge, Graham has competed in two full Ironman Triathlons and several ultra-marathons.
Camille has been in the financial services industry for over 30 years. Throughout her career, she has held many positions including Client Service Associate, New Issue Coordinator and Manager's Assistant. She's also been the Branch Office Coordinator for the Client Associate Council to Management and Branch Client Service Associate Training Coach for 12 years.
Camille has worked with Steve since 1996 and has her Series 7, 63 and 65 Licenses. Camille is responsible for the overall coordination of all administrative and client service related tasks for the group.
Amanda is responsible for assisting the team with marketing, event coordination, team projects and administrative tasks. She enjoys providing personalized service to clients and helping clients utilize technology in their finances by incorporating UBS Online Services.
Amanda joined the financial services industry in 2017 with over 15 years of experience in marketing and customer service. She holds her series 7 and 66 registrations. Her passion for taking care of clients and pursuing advanced education opportunities has allowed her to excel in this role.
After attending school at University of Colorado in Colorado Springs, she relocated to Sarasota where she enjoys an active lifestyle with her husband, Jamie, their young daughter, Taylor, and their dog, Lana. She is an avid runner and enjoys a variety of fitness challenges.
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
Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.
What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and pursue your future financial goals—and life goals after you step away.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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