A plan for today, tomorrow and generations to come

Steele & Rozek Wealth Management

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.

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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.

  •  Bryan Steele

    Bryan Steele

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • LA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WV

    Bryan has worked in wealth and asset management for over 25 years. He has been with UBS Financial Services, Inc. since 2002 and is a Senior VP in Wealth Management for UBS. Bryan is also a Senior Portfolio Manager and is the main Portfolio Manager for the teams 3 equity portfolios, the Allcap, Growth & Income and the SmallMid Cap portfolios. Bryan earned a B.S. in Economics and a B. A. in German from the University of Utah in 1990. He also received an M.A. in Economics from the University of South Carolina in 1993. Bryan is involved in his community as an active member in The World Affairs Council of Charlotte and Olde Providence Racquet Club. Bryan enjoys playing tennis, golf, traveling and above all spending time with his wife Kelly, daughter Davis, step-daughter Chloe and step-son, Carter.

     

      • University of Utah, B.S. in Economics and B.A. in German
      • University of South Carolina, M.A. in Economics
      • Senior Portfolio Manager
      6100 Fairview Road
      Suite 900
      Charlotte, NC 28210
    • Tiffany Rozek

      Tiffany Rozek

      Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • DC
      • DE
      • FL
      • GA
      • HI
      • IL
      • LA
      • MD
      • ME
      • MI
      • MN
      • NC
      • NJ
      • NV
      • NY
      • OH
      • OR
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WV

      Tiffany embarked on her career as a Financial Advisor in 2007 and currently focuses on providing our clients with personalized wealth management solutions and comprehensive financial planning. Her superior analytical and problem solving skills formed while earning her degree in chemical engineering were refined during her eight years of work experience with a global manufacturing company in the U.S. and Europe. Our clients now benefit from Tiffany’s international experience and expertise in analytics and risk management. A master of quantitative and process management, Tiffany particularly enjoys helping clients make the most efficient use of their resources to help protect and increase their financial security.

            6100 Fairview Road
            Charlotte, NC 28210
          • Alexander Bartolomeo

            Alexander Bartolomeo, CFA

            Senior Wealth Strategy Associate

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            • CA
            • GA
            • NC
            • SC

            Alex began his career in the financial services industry in 2014.  Prior to joining Steele & Rozek Wealth Management in 2017, Alex worked as a Financial Advisor in the UBS Wealth Advice Center.   Alex serves as the team investment analyst and also assists with other key functions of the team including publication of the monthly newsletter.  He holds the Series 7 and Series 66 security licenses.  Additionally, he is a CFA Charterholder and member of the CFA Society of North Carolina.   Alex earned a B.S. in Finance from the University of South Carolina with a minor in Sport & Entertainment Management.  In his free time, Alex enjoys watching sports, playing the guitar, and spending time with his family.  Alex lives in Charlotte with his wife, Victoria.

              • University of South Carolina, B.S. in Finance with a Minor in Sport & Entertainment Management
              • Chartered Financial Analyst®
              6100 Fairview Road
              Suite 900
              Charlotte, NC 28210
            • Kostandinos Alexiou

              Kostandinos Alexiou

              Client Associate

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                Dino joined UBS after over a decade in the hospitality world. Born and raised in Greece, he has had the unique opportunity of cultivating an appreciation for all cultures. His international exposure helped develop his charisma and love for building connections around the globe. A graduate of one of the most reputable Swiss hospitality schools in the world, he set his sights on Wealth Management as a way to utilize his talent for client engagement. Dino values the opportunity to assist others in achieving their financial goals. In his free time Dino loves to travel, play soccer and as a newer resident of Charlotte he enjoys spending his time exploring what his new home has to offer.

                 

                      6100 Fairview Road
                      Suite 900
                      Charlotte, NC 28210

                    A focus on personalized access and service

                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                    The Year Ahead - Sustainable Investing

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

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                    UBS Advisor Podcasts

                    Advice Beyond Investing with Tiffany Rozek & Alex Bartolomeo

                    Advice Beyond Investing with Tiffany Rozek & Alex Bartolomeo is about boosting your financial confidence. We discuss challenges faced by individuals throughout all stages of their financial life and offer solutions – helping them to stay focused on what matters most. We highlight real life examples and host guest speakers with unique backgrounds and experiences.

                    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

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