A plan for today, tomorrow and generations to come

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Jaime began her career in the financial industry in 2013, when she was hired as an intern with UBS in Lexington, KY. While in Lexington, she attended the University of Kentucky, earning her B.A. in marketing. Upon receiving her undergraduate degree, Jaime moved back to her hometown, Cincinnati, OH, where she joined the UBS Kenwood Office. In 2017, she moved to Sarasota, FL.

Jaime holds Series 7, 63 and 65 securities licenses, as well as life, health and variable annuity insurance licenses. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP® Professional) and Certified Wealth Strategist® (CWS®) who specializes in helping women achieve financial independence. She learns all about you and your family to help pursue your financial and lifestyle goals. Jaime assists individuals in a variety of areas in managing their finances, such as retirement, investing, education, insurance, and taxes.

Jaime is actively involved in the local community as a member of Sarasota’s Young Professional Group, associated with the Manatee Chamber of Commerce. She is also an active member of the Junior League of Sarasota.

• Certified Wealth Strategist®
• CERTIFIED FINANCIAL PLANNER™

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Rob’s career in the financial industry began with Kidder, Peabody & Co. in 1984, a privately held investment firm. He has been with UBS since 1992.  Rob’s success in the industry has led him to receive top honors in UBS’ recognition programs on a regular basis.

As a Financial Advisor, for more than 37 years, Rob is dedicated to understanding his client’s values and goals.  Through an in depth discovery process and commitment to on going communication, he creates a unique investment plan that emphasizes asset allocation. Rob takes the time to ensure his clients understand the strategies behind each recommendation, so they remain informed and actively involved in their own financial success. 

Working with his clients’ accountants and attorneys, he helps clients navigate the sometimes complex financial decisions in their lives in a tax-efficient manner.  This helps them to grow, preserve and transfer their wealth.

Rob works with a diverse client base and  holds the following designations: Certified Fund Specialist (CFS), Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA), Certified Wealth Strategist (CWS) and Retirement Income Certified Professional (RICP).

Rob grew up in Indianapolis, IN.  He earned a BA in Business Education from the University of Evansville and earned his MBA in Finance and Tax from Xavier University. He remained in Cincinnati for 37 years, then moved to Sarasota, FL in 2017.

Rob and his wife, Minoo have two grown children.   Their son, Jason, is a Radiologist and their daughter, Jaime, is his business partner. He also has two dogs and a cat – Miss Jasmine, Juju, and Puma.

In his free time, he likes taking walks with his best friend, Miss Jasmine.  He also enjoys attending car shows, target shooting and watching movies.

• Certified Divorce Financial Analyst
• Certified Fund Specialist®
• Certified Wealth Strategist®
• Chartered Financial Consultant
• Chartered Life Underwriter®

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David is known for his dedication to clients and for building long-term relationships. His approach involves educating clients and their families to make sound decisions through all stages of life’s various financial transitions.

With over 18 years of experience, David focuses on providing comprehensive planning and portfolio management to help guide clients smoothly and successfully through periods of significant change. Recognizing that his clients deserve the very best insights, he has earned multiple industry accreditations, including the Chartered Financial Consultant® (ChFC®) and Certified Divorce Financial Analyst® (CDFA®) designations and the Certified Financial PlannerTM (CFP®) certification. David earned a B.S. in finance.

David grew up in Australia and moved to the US in 1995. He proudly holds both US and Australian citizenship.

Outside of work, David is an avid runner and is actively involved in promoting youth running in Sarasota County. He organizes a youth running group with more than 140 underserved members to promote healthy lifestyles, character development and values through running.
David and his wife, Jodi, live in Sarasota with their two
sons, Lucas and Ryan.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Certified Divorce Financial Analyst
• CERTIFIED FINANCIAL PLANNER™
• Chartered Financial Consultant

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For more than 31 years, Eric has been earning his clients trust with a unified approach to wealth management. His service in the United States Marine Corps has instilled in him the qualities and traits of being a good leader for his clients and the UBS Sarasota office as the former Branch Manager.

Eric served as the UBS Branch Manager for 4½ years. As a resident of Sarasota since 1970, Eric is intimately involved with the community and the people who live, work, retire and raise their families here.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Certified Private Wealth Advisor®
• Certified Exit Planning Advisor
• Accredited Asset Management Specialist℠

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Al has over 41 years of experience in the financial services industry. Before becoming a financial advisor, he spent 18 years as a branch manager overseeing branches on both coasts of Florida. He is a member of the strategy team and specializes in advising clients on portfolio construction and asset allocation, providing investment ideas and recommendations, performing routine rebalancing and tax-loss harvesting, offering perspective on the markets, and taking action as circumstances change. Al also serves as the primary advisor for many client families. He enjoys spending time on both sides of our industry—diving into the details of investment strategies as well as putting those strategies into action with clients as he helps them work towards their financial goals.

He is a research enthusiast and spends his time reading the Wall Street Journal, Barron’s and UBS publications to educate and inform clients of new opportunities. He earned his B.S. in marketing and management from Duquesne University. Al and his wife have lived in Florida for over 36 years. They have one son. They love to travel and cruise.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Craig has over 20 years of experience in the financial services industry and he has helped his clients manage their wealth through the volatile periods in the market. Craig joined UBS in 2008 after having worked at Morgan Stanley for 16 years. Prior to that he was a store manager with Sears Roebuck & Co.

Craig’s long-term focus with his clients utilizes a conservative and consultative approach to all aspects of Family Finance. He focuses on retirement income planning, active portfolio management and family wealth transfer. Craig is FINRA registered and holds series 7 and 63 securities licenses and licenses for life, health, and accident insurance and annuities. Craig and his wife, Charmaine, reside in Lakewood Ranch. They have a daughter Meghan, and enjoy travelling and spending time at their lakeside cabin in Newfoundland, Canada.