Let's move forward. Together.

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.

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  • Brian Mariash Headshot

    Brian Mariash, CIMA, AAMS

    Senior Vice President–Wealth Management

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      Brian left a career in education to join the securities industry in 2001. His personal Mission to Educate, Connect, and Contribute has become the mission of the team he founded: Mariash Lowther Wealth Management. He holds the Certified Investment Management Analyst® designation (CIMA®), administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The Wharton School of Business. Brian also has his Accredited Asset Management Specialist™, AAMS™® designation recognized by The College for Financial Planning Institutes Corp.

            1819 Main St.
            Suite 900
            Sarasota, FL 34236
          • James Headshot

            J. Barton Lowther, CFP, CRPC

            Senior Vice President–Wealth Management

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              James Barton Lowther began his financial services career in 2010 after graduating from Tulane University. As a Senior Financial Advisor, Bart has assisted clients by managing their individual wealth through multiple and complex market cycles in accordance with their individual needs. Bart is a frequent and sought after speaker on investment planning for retirement which has been a primary business focus for Bart and his team for decades. Bart focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve.

                    1819 Main Street
                    Suite 900
                    Sarasota, FL 34236

                  Debt ceiling and inflation

                  Tree

                  Exceptional financial strength and stability

                  Education financing

                  Education financing

                  Year Ahead 2023

                  A year of inflections

                  Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

                  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