Family. Wealth. For Generations.

Petika Wealth Management


The Petika Wealth Management Group Podcasts

Discussion of relevant topics in today's market environment as well as interviews with local business leaders.

Podcast Art

Pursuing your goals together

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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.

  • John T. Petika, Sr.

    John T. Petika, Sr.

    Senior Vice President–Wealth Management

    Financial Advisor

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

    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, 2023, 2024The 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, 2023, 2024The 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.

        311 Park Place Blvd
        Suite 650
        Clearwater, FL 33759
        john.petika@ubs.com
        John T. Petika, Sr.
        311 Park Place Blvd,Clearwater,FL,33759
      • John Patrick Petika

        John P. Petika

        Senior Vice President–Wealth Management

        Retirement Income Certified Professional

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

        John and his team addresses the full spectrum of wealth management needs for
        their clients, including liability management, trust and estate planning, tax
        management and philanthropic strategies.


        John is a Retirement Income Certified Planner (RICP) who specializes in providing
        clients a comprehensive, systematic approach to building efficient retirement income
        plans.


        He is also a Certified Exit Planning Advisor (CEPA) which is a unique designation
        for financial professionals who advise business owners on how to sell or transition
        their business successfully, a strategy referred to as ‘exit planning’.


        Turning possibilities into a plan
        Today, John focuses on helping families manage the many facets of their often
        complex financial lives. For each client relationship, he takes the time to understand
        all you want to accomplish and then helps craft a flexible plan aligned with where
        you are and where you want to go, including a retirement on your terms. Drawing
        on his in-depth experience, John can provide you with the advice, insights and
        customized solutions you need to pursue what’s important to you now and in the
        future.


        Education and credentials


        – Forbes Best-in-State Wealth Advisors, 2022 – 2023


        The 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.
        Eligibility is based on quantitative factors and is not necessarily related to the quality
        of the investment advice.


        - Forbes America's Top Next-Gen Wealth Advisors 2022 - 2023


        The 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. Eligibility is based on quantitative factors and is not
        necessarily related to the quality of the investment advice.

        • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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, 2023, 2024The 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.
        • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

          • Retirement Income Certified Professional
          • Certified Exit Planning Advisor
          311 Park Place Blvd
          Suite 650
          Clearwater, FL 33759
          john.p.petika@ubs.com
          John P. Petika
          311 Park Place Blvd,Clearwater,FL,33759
        • James Sonny Petika

          James S. Petika

          Financial Advisor

          • 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
          • NV
          • NY
          • OH
          • OK
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI

          James plays a key role with the Petika Wealth Management Group, helping to create the financial plans that serve as the cornerstone of their clients’ financial lives. He anchors planning in a deep understanding of what each client wants to accomplish over the near and long term. He works closely with clients to build a comprehensive financial plan and then carefully tracks progress—ensuring that the plan remains aligned with their overall goals and objectives over time.


          James is a CERTIFIED FINANCIAL PLANNER™ professional that joined the Petika Wealth Management team in 2019 after serving in the risk management industry for several years. He 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. James and his wife Janet live in Oldsmar where they remain active in the local community.

           

          • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 FINANCIAL PLANNER®
            311 Park Place Blvd
            Suite 650
            Clearwater, FL 33759
            james.petika@ubs.com
            James S. Petika
            311 Park Place Blvd,Clearwater,FL,33759
          • steve

            Stephen Murray

            Senior Vice President–Wealth Management

            Financial Advisor

            • 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

            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.


            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.


            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 License, Long Term Care Insurance License, 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(tm) 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.

            • 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. 

              • CERTIFIED FINANCIAL PLANNER®
              101 E Kennedy Blvd
              18th Floor
              Tampa, FL 33602
              stephen.murray@ubs.com
              Stephen Murray
              101 E Kennedy Blvd,Tampa,FL,33602
            • Pamela Claire Dils

              Pamela C. Dils

              Associate Director

              Wealth Management Associate

              • image
              • image
              • FL

              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. 

                    311 Park Place Blvd
                    Suite 650
                    Clearwater, FL 33759
                    pamela.dils@ubs.com
                    Pamela C. Dils
                    311 Park Place Blvd,Clearwater,FL,33759
                  • Derek's Headshot

                    Derek Smith

                    Client Associate

                    • image
                    • image
                    • FL

                    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 son Shepard, their dog Kiki, and their horse, Fiona. He also enjoys fishing, golf, and many other outdoor activities. 

                        • CERTIFIED FINANCIAL PLANNER®
                        • Chartered Life Underwriter®
                        311 Park Place Blvd
                        Suite 650
                        Clearwater, FL 33759
                        derek.c.smith@ubs.com
                        Derek Smith
                        311 Park Place Blvd,Clearwater,FL,33759
                      • William A. Mcbride

                        William A. Mcbride

                        Client Associate

                        • image
                        • image
                        • image

                                311 Park Place Blvd
                                Suite 650
                                Clearwater, FL 33759
                                william.a.mcbride@ubs.com
                                William A. Mcbride
                                311 Park Place Blvd,Clearwater,FL,33759

                              A leader in wealth management

                              Backed by the strength of our parent company, UBS AG

                              Global leader

                              UBS is a leading and truly global wealth manager

                              More than 160 years

                              offering financial advice

                              #1

                              for High Net-Worth clients

                              Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                              Take Control of your Financial Future

                              Download our Wealth Management Guides 

                              Connecting you to the deep resources of UBS

                              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                              Legacy Planning

                              Prepared for opportunity, protected during volatility

                              Man working on laptop during virtual call

                              Planning for a changing tax landscape

                              311 Park Place Blvd
                              Suite 650
                              Clearwater, FL 33759