Let's move forward. Together.

A team of rowers rowing a boat

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Empty office space

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.

  • james okun

    James Okun

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    Jimmy Okun joined ON Wealth Management in December of 2015 as Senior Vice President and Managing Partner. He leads the team which manages approximately $150,000,000 assets for 100+ high net worth households. Jimmy has successfully completed the Portfolio Management Program while at Morgan Stanley and at UBS requiring him to act in a fiduciary capacity and allowing him to manage assets on a discretionary basis. Jimmy has over 20 years of experience as an advisor. As such, he has experience with various major market cycles including the 1998 "Asian Contagion", the 2000-2002 "Dot Com Bubble" and terrorist attack, and the 2008-2009 Financial Collapse. Jimmy enjoys working with all aspects of his clients' financial situations including portfolio management, debt management, retirement planning, estate planning, insurance planning, etc. Jimmy spent 8 years with Morgan Stanley prior to joining UBS and 8 years with Merrill Lynch prior to joining Morgan Stanley. He also spent 4 years in the banking system with AmSouth Bank. He is a graduate of the University of South Florida with a BS in Communications. Jimmy has a wife of 15 years, Deanna, one son Max, age 10 and another son Kyle, age 4. As a family, they enjoy traveling, riding rollercoasters, and rooting for the Tampa Bay Lightning!

        • Portfolio Manager
        101 E Kennedy Blvd
        18th Floor
        Tampa, FL 33602
      • william nugent

        William Nugent

        Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • HI
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WV

        Steele has distinguished himself among his peers by earning the designations of Master Planner Advanced StudiesTM (MPAS®), Certified Financial PlannerTM (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning CounselorTM (CRPC®), and Accredited Wealth Management AdvisorTM (AWMA®). He believes in taking a holistic approach to wealth management by truly getting to know each client and understanding their unique situation and goals. His expertise includes, but is not limited to: cash flow management, retirement planning, investment management, insurance and tax planning, and assisting clients and their attorneys in the estate planning process. Steele has agreed to adhere to the IMCA Code of Professional Responsibility and the CFP Board's Code of Ethics and Professional Responsibility.

        Steele graduated with his M.S. in Personal Financial Planning. He is FINRA-registered and holds Series 7, 63, and 65 securities licenses, as well as licenses for life, accident and health insurance and variable annuities. He is an active member of the Investment Management Consultants Association, the Financial Planning Association and The United Way-Suncoast. In his off time Steele enjoys spending time with his family, the water, and meeting new people.

         

            • Accredited Wealth Management Advisor℠
            • Certified Investment Management Analyst®
            • Certified Trust and Financial Advisor
            101 E Kennedy Blvd
            18th Floor
            Tampa, FL 33602

          The circular economy: What is it?

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          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 ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

          Insights