Your wealth. For generations.

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John began his career in the financial industry by joining UBS (formerly PaineWebber) in 1988.  As a Financial Advisor and a key member of the Petika Wealth Management Group, he works closely with clients to craft and provide high-touch and custom wealth preservation and estate planning strategies. In 2010, John was named to the prestigious UBS Directors Council.  He is also a member of the Clearwater Lions Club and a past president.  John coached Little League and high school baseball for over 25 years.  He also enjoys hunting, fishing, and gardening. John and his wife Linda have three children: John Jr., DeeAnn, and James.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• 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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Since joining Petika Wealth Management in 2010, John has served a diverse group of successful individuals, families, and entrepreneurs who are often focused on the demands of their busy lives and need to be able to trust someone with helping them manage and protect their wealth.

John is a leader in his community, and he generously volunteers his time to causes that make a difference in the lives of others in the Clearwater area.  He is a member of the Rotary Club of Clearwater and is a member of the Board. Healso previously served as the President of the Clearwater Lions Club.  Additionally, John was named 2011 Man of the Year by the Leukemia and Lymphoma Society and remains in a leadership role at L.L.S.

An outgoing person with a winning attitude, John enjoys a variety of sports, including fishing, golfing, college football, and hunting.  However, he is an avid baseball coach and fan.  He played as a member of winning baseball teams from grade school through his college career as team captain at Division-1 Florida International University, and he shares his knowledge and love of the game as a coach for the Clearwater Central Catholic High School baseball team.  In addition to baseball, he was also a linebacker for the high school team and broke the record for total season tackles for the school his senior year.

Unique Accomplishments

- Played for the World Championship Palm Harbor Team in the 2001 Senior Little League World Series, defeating Venezuela in the finals

- Won the 2002 State Championship at Clearwater Central Catholic High School

- Competed in the 2000 Junior Little Leage World Series and placed third, losing to Canada

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• 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 Exit Planning Advisor

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Frank has garnered more than 40 years of financial services experience and began his career at UBS over 35 years ago.  Currently, Frank is an Account Vice President.  He and his partner, John Petika, and their support staff work closely with the clients to craft and provide custom wealth preservation and estate planning strategies.  Frank is able to leverage his experience, the firm's global resources and third-party experts in tax, law, and estate planning to help accomplish clients' financial goals.  Frank's investment approach is based on the philosophy that investors will potentially do better over time by earning a steady rate of return, rather than trying to time the market.  He holds series 7, 63, and 65 securities licenses, as well as Florida life insurance and variable annuities licenses.

Frank has lived in Dunedin, FL with his wife, Gina, since 1972.  He is the father of three children and has six grandchildren.  Frank is very active in the community. He sits on the Board of Directors for the Dunedin Chamber of Commerce, is a trustee for St. Vincent De Paul Soup Kitchen, is a member of the Morton Plant Mease Hospital Campaign for Mease Dunedin Hospital, and is a former trustee for the Long Center Foundation.  He has also served as a trustee for the United Way of Pinellas County.  In his free time, Frank enjoys salt water fishing.  Frank received a B.A. in biology / business from Bloomfield College in Bloomfield, NJ, and attended graduate school at Louisiana State University in Baton Rouge, LA.

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James joined the Petika Wealth Management team in 2019 after serving in the risk management industry for several years and focuses on serving a diverse group of entrepreneurs as well as successful individuals and their families. He is a graduate from Eckerd College in St. Petersburg, Florida where he earned his B.A. degree in Business Management. While attending Eckerd, James also served as the team captain for the baseball team. 

• 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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Pam has been working in the financial services sector since 1986 and holds 9 securities and insurance licenses.  She joined UBS in 1997 after serving as Compliance Manager of several mutual fund and financial services companies.  At UBS, Pam has been an Operations Manager for 10 years and is currently a Wealth Management Associate. Pam's primary role is to serve as a Relationship Manager, coordinating excellent and proficient client service. Pam is active in the fight against cancer and, for several years, has participated in a 3-day, 60 mile cancer walk to help raise awareness for the cause. 

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Derek joined the Petika Wealth Management team in 2021 as a Registered Client Service Associate. He has worked in the financial services industry across the Tampa Bay area since 2013.

Derek is originally from the Sarasota area and graduated from Florida Gulf Coast University in 2011 with a Bachelor’s degree in Finance. Derek is a CERTIFIED FINANCIAL PLANNER ™ practitioner and was awarded the Chartered Life Underwriter designation from the American College of Financial Services as a specialist in risk management and estate planning. He continues to expand his knowledge in taxation and investment analysis.

On the weekends, Derek can be found spending time with his family which includes his wife Kali, their dog Kiki, and their horse, Fiona. He also enjoys fishing, golf, and many other outdoor activities. 

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Mary was recruited to UBS in 1989 and has been a Senior Registered Client Service Assistant since 1996. She holds a series 7 and series 63 license and served on the UBS CSA Advisory Board. Mary retired as a full-time employee in December 2013 but continues to work on a part-time basis consulting with the team on business development strategies, special projects, and focusing on client relationships.  Mary enjoys traveling with her husband, Richard, spending time with her four grandchildren, and volunteering at Lake St. George Elementary School.