Insight-based advice

Telescope in window

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Two people cleaning beach

Pursuing your goals together

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.

  • Stephen Murray

    Stephen Murray

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MO
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    What he does
    Since 1986 Steve has worked in the financial service industry helping affluent families and individuals manage and preserve their wealth. He strives to take client's financial goals and implement solutions that help achieve them. By focusing his investment management strategy on risk control, he constructs clients' portfolios based on their specific risk tolerance in efforts to maximize potential returns.

    Who he serves
    Over the years, executives, entrepreneurs, affluent families and businesses have turned to Steve for financial planning and insight. He presently works with multiple generations of investors, many of them children, and grandchildren of his earliest clients. By educating the future inheritors of his client’s wealth, he helps instill sound financial practices in the future generations.

    How he works
    Steve tailors investment strategies biased on each clients' financial objectives and tolerance for risk. Having worked with a wide range of individuals, he understands how a combination of investments may work towards achieving a client's long-term goals. He offers clients a highly consultative approach with tailored solutions bridging investments, liability management and financial planning capabilities. Working together, we bring trust, experience and a clear sense of purpose to your investment journey.

    Steve started his career at Shearson Lehman Brothers in 1986. In 1995, Steve joined PaineWebber, which would eventually become part of UBS.  He holds his FINRA Series 3, 7, 63 and 65 licenses, Life Health Variable Life Insurance Licence, Long Term Care Insurance Licence, as well as a Bachelors of Arts in Business Administration from the University of South Florida. Steve holds the title of Senior Portfolio Manager and has been an active CERTIFIED FINANCIAL PLANNER™ Practitioner since 1989. With more than three decades of experience, Steve has been through various market cycles and uses that knowledge to guide his investment management process.

    Personal & Community
    Past President – Rotary Club of Tampa East 1991-1992

    Past President – Rotary Club of Tampa 2000–2001

    Recognized by Rotary District 6890 as Rotarian of the Year – 2000-2001

    Past Chairman of the University of Tampa Board of Fellows 2004-2005

    Served as Chairman of the popular annual University of Tampa "Fellows Forum" from 2008-2018 whose proceeds benefited the UT Board of Fellows Scholarship Fund

    Hosted "Money in Motion" WFLA Investment Radio Show 2004-2006



    • Barron's Top 1,000 Financial Advisors, 2009The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

    • University of South Florida, Business Administration
    • Senior Portfolio Manager
    101 E Kennedy Blvd
    18th Floor
    Tampa, FL 33602
  • Vicki L. Suits

    Vicki Suits

    Senior Client Associate

    • image
    • image
    • AL
    • FL
    • GA
    • IN
    • ME
    • MI
    • MS
    • NJ
    • NY
    • TN
    • TX
    • VA

    Vicki Suits has been in the financial services industry for over 20 years. She previously worked with Merrill Lynch for 12 years. She started at UBS on 2/27/17 as a Senior Registered Client Service Associate and Branch Office Administrator. Vicki is fully licensed with the FINRA Series 7 and Series 66 licenses, as well as, her State of Florida Insurance license. She earned her BA degree in Organizational Management from Warner University with a concentration in Finance and graduated Summa Cum Laude. Vicki lives in Lakeland with her husband, Frank. They have two grown daughters and four grandchildren. Her contact information is listed below:

    Vicki L. Suits

    Direct phone number: 863-298-3637


          295 1st Street South
          Winter Haven, FL 33880

        Focus on liquidity management

        CIO House View monthly livestream


        UBS and Credit Suisse—stronger than ever

        Legacy—Wealth for others

        For needs that go beyond your own—to help you improve the lives of others

        What will your legacy be?
        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

        Learn more at

        Backed by the strength of UBS

        A global leader in wealth management

        $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