Building deep relationships with private and institutional clients

Our team's personalized approach provides goals-oriented, multigenerational wealth management for affluent families and comprehensive consulting for nonprofits and privately held businesses.

Whether we are advising a foundation or a successful family, we work closely together with our clients to create a fully integrated, customized plan to help them achieve what matters most. Our disciplined approach, industry knowledge and deep experience has helped give our clients comfort in knowing their finances are aligned with what they seek to achieve.

2024 Team Photo 2

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.

  • Samantha A. Parker-Hopkins Image

    Samantha A. Parker-Hopkins, CIMA®, CFP®, CEPA®, CRPS®

    Senior Vice President–Wealth Management

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    • CA
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MO
    • MS
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WV

    Providing consulting services to clients since 2001, Samantha has assets under advisement of $1.8B (as of December 31, 2019). Her team's client base is comprised of High Net Worth Individuals and Families, Corporate Retirement Plans, Foundations & Endowments, and Not-for-Profit Organizations. She has served on UBS's Institutional Consulting Advisory Council since December 2020.

    Samantha began her career in public accounting in 1992, later transitioning to corporate accounting, mergers and acquisitions for large publically traded institutions. She was active in the tax-free spinoff of Eveready Battery from Ralston Purina in 1999-2000 and performed analytical analysis and reporting on global subsidiaries of both companies, working in over 15 countries. In 2001, Samantha transitioned her career to the investment consulting industry where she leveraged her skills to build a highly successful practice. Her combination of experience and expertise has enabled her clients to successfully navigate the complexities surrounding preparing for retirement, selling a business, estate planning, and the ever-changing fiduciary landscape associated with running a business. 

    She is a graduate of Leadership Lakeland Class XXIX and is a member of the following organizations: Council on Foundations, Alliance of Merger & Acquisition Advisors, NAPA-National Association of Plan Advisors, Investments & Wealth Institute, Partnership for Philanthropic Planning of Tampa Bay, Lakeland Chamber of Commerce, LRMC Women in Philanthropy, United Way of Central Florida Community Investment Team. She has served on numerous community boards and is a frequent speaker on topics such a financial planning and board responsibilities.

    CA Insurance License #0G64976

    • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020The 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, 2024, 2025The 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 Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • NAPA Top Women Advisors, 2016The NAPA rating is awarded annually in October based on information from September of the award year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

    • University of South Florida, B.S. Finance
    • University of South Florida, B.S. Accounting
    • Crummer Graduate School at Rollins College, M.B.A. Accounting
    • Institutional Consultant, UBS Institutional Consulting Program
    • Senior Retirement Plan Consultant
    • Endowment & Foundation Consultant
    • Certified Investment Management Analyst®
    • Portfolio Manager
    Institutional consulting
    Retirement Plan consulting
    Executive compensation
    401(k) plan services
    Estate planning strategies
    Corporate executives
    Philanthropy
    Cash management
    101 E Kennedy Blvd
    18th Floor
    Tampa, FL 33602
    samantha.hopkins@ubs.com
    Samantha A. Parker-Hopkins, CIMA®, CFP®, CEPA®, CRPS®
    101 E Kennedy Blvd,Tampa,FL,33602
  • JLH 2022 Resized Crop

    Jeffrey Hogue, CFP®, CEPA®

    Senior Vice President–Wealth Management

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    • AL
    • AR
    • AZ
    • CA
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MO
    • MS
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WV

    Since 1993, Jeff has been helping a diverse clientele of business owners, professionals, executives, and their families with all aspects of their financial lives. His background as a commercial lending officer and private banker, combined with his M.B.A., experience as a portfolio manager and his designations as both a Certified Financial PlannerTM (CFP®) professional and Certified Exit Planning Advisor (CEPA®), has given him a rare set of skills and insights that sets him apart from other advisors.

    Jeff’s commitment to financial planning comes directly out of his own life experience. Shortly after Jeff finished college, his father suddenly passed away. Because his father had done little financial planning, Jeff was forced into action and quickly took the reins to settle his father’s business and set a plan for his widowed mother. The experience put him on his path as a financial advisor, not only because of his financial acumen but because of his compassionate understanding of the experiences and emotions that play a role in one’s feeling of security and independence.

    Originally from Guthrie, OK, Jeff has called Gainesville, FL home since 1974 where he and his wife, Amy, are raising their two children, Kendall and Carson. Outside of work, Jeff enjoys traveling, hiking, scuba diving, and coaching youth athletics.  Jeff's community involvement includes serving on several boards and committees including Haven Hospice, the Community Foundation of North Central Florida and Anthem Community Church. Jeff is a graduate of the Greater Gainesville Chamber of Commerce’s Leadership Gainesville program. He has been recognized by the Community Foundation of North Central Florida as an inaugural member of the Door Opener’s Society and received the 2020 Legacy Award for professional advisors.  He was also named the 2020 "Best of the Best" financial advisor by the readers of the Gainesville Sun newspaper.

    CA Insurance License #0K51808

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.

    • University of Florida, Warrington College of Business, M.B.A: 1991 - 1993
    • University of Alabama, B.A., Communications: 1985 - 1989
    • CERTIFIED FINANCIAL PLANNER®
    • Certified Exit Planning Advisor
    • Wealth Advisor
    • Portfolio Manager
    Professionals
    Business owners
    Women investors
    Multi-generational families
    Financial planning
    Exit planning
    Retirement planning
    Long-term care planning
    4313 NW 8th Avenue
    Suite 10
    Gainesville, FL 32605
    jeffrey.hogue@ubs.com
    Jeffrey Hogue, CFP®, CEPA®
    4313 NW 8th Avenue,Gainesville,FL,32605
  • Ashley Hartley

    Ashley Waddington Hartley

    Senior Wealth Strategy Associate

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    • AL
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    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • WV

    Ashley is part of SageView Partners’ financial planning process, specializing in retirement planning and investment proposals. Her role as Relationship Manager allows her to fully assist clients from day-to-day admin functions to more complex investment management needs.

    Joining the financial services industry in 2008, Ashley interned in wealth management while completing her Finance degree at the University of Florida. She joined our office in 2012 at Merrill Lynch, later moving with us to UBS Financial Services in 2015. She is a CERTIFIED FINANCIAL PLANNER®™ professional and has specializations as a Certified Divorce Financial Analyst® (CDFA®) practitioner and Chartered Retirement Plans Specialist™SM (CRPS®).

    Ashley lives in Gainesville with her husband and two children. In her free time, she enjoys volunteering, travel, exercise and spending time with her family. Ashley is passionate about her community and serves on the Board of Directors for the Ronald McDonald House of North Central Florida. She serves as Treasurer and Chair of the Finance Committee and sits on the Development Committee and other subcommittees. Ashley has also served as a Guardian ad Litem volunteer over the years and coordinates the annual office school supply drive and Christmas wish list drive for the local children in foster care. She is also a graduate of Leadership Gainesville, Class 49, which is a selective leadership program sponsored by the Greater Gainesville Chamber of Commerce.

          4313 NW 8th Avenue
          1st Floor, Suite 10
          Gainesville, FL 32605
          ashley.hartley@ubs.com
          Ashley Waddington Hartley
          4313 NW 8th Avenue,Gainesville,FL,32605
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          Pam Thomas

          Senior Registered Client Associate

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          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • HI
          • ID
          • KY
          • LA
          • MI
          • MT
          • ND
          • NM
          • NY
          • OK
          • OR
          • SC
          • SD
          • TX
          • UT
          • VA
          • WA
          • WI

          Pam has over 30 years of experience in the financial services business and specializes in excellent client service. She holds a Series 7, 63 and 66 license. She was first exposed to securities in Accounting 202 and has been hooked ever since.

          Pam is originally from south Louisiana and attended the University of Louisiana at Lafayette.  She moved to Atlanta, Georgia in 1986 where she began her financial services career. She has worked at regional and international firms and joined UBS in Atlanta in 2007 with her team from Lehman Brothers.  

          Pam has two children, Nick and Jessica. Nick is married with one daughter and resides in St. Petersburg, Florida and Jessica is married with two daughters and lives in Houston. After the birth of her first granddaughter, Pam transferred from UBS in Atlanta to UBS in Houston and recently transferred to St. Petersburg, FL on the birth of her third granddaughter.  Pam enjoys cooking, gardening, reading, sports and the outdoors, but especially spending time with family.

                150 Second Avenue North
                Suite 1000
                Saint Petersburg, FL 33701
                pam.thomas@ubs.com
                Pam Thomas
                150 Second Avenue North,Saint Petersburg,FL,33701
              • Sophie Hopkins Profile Photo

                Sophie Hopkins

                Client Associate

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                  Sophie joined SageView partners as an intern in 2023 and is now serving clients as a Client Service Associate in our Tampa office. Sophie is attending the University of Florida pursuing her degree in Business Administration.

                        101 E Kennedy Blvd
                        18th Floor
                        Tampa, FL 33602
                        sophie.hopkins@ubs.com
                        Sophie Hopkins
                        101 E Kennedy Blvd,Tampa,FL,33602

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