Senior Vice President–Wealth Management
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.
Qualifications
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
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.
Education
Credentials
Senior Vice President–Wealth Management
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.
Qualifications
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
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.
Education
Credentials
Senior Client Associate
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
Email: vicki.suits@UBS.com
Senior Client Associate
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
Email: vicki.suits@UBS.com
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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