Experience

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 sixteen 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.