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.

Young professional woman

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
    • FL
    • GA
    • HI
    • IL
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WV

    Bryan joined UBS Financial Services over 20 years ago. He is a Senior VP in Wealth Management as well as the Senior Portfolio Manager for Steele & Rozek Wealth Management. Bryan is responsible for the daily management of the team’s 3 core equity portfolios, the AllCap, Growth & Income and the SmallMid Cap. Bryan earned a B.S. in Economics and a B.A. in German at the University of Utah. He continued his education at the University of South Carolina where he earned an M. A. in Economics. He also has the AAMS (Accredited Asset Management Specialist) designation. Bryan enjoys attending events at the World Affairs Council of Charlotte and the Charlotte Economic Club. Bryan enjoys playing tennis, pickleball and golf at Olde Providence Racquet Club and/or Pine Lake Country Club where he is a member. He also enjoys reading, traveling and spending time with his family.

      • 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
      bryan.steele@ubs.com
      Bryan Steele
      6100 Fairview Road,Charlotte,NC,28210
    • Tiffany Rozek

      Tiffany Rozek

      Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • DC
      • FL
      • GA
      • HI
      • IL
      • LA
      • MA
      • 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.

        • Clemson University, B.S. Chemical Engineering
          6100 Fairview Road
          Charlotte, NC 28210
          tiffany.rozek@ubs.com
          Tiffany Rozek
          6100 Fairview Road,Charlotte,NC,28210
        • Alexander Bartolomeo

          Alexander Bartolomeo, CFA

          Senior Wealth Strategy Associate

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          • CA
          • DC
          • 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
            alexander.bartolomeo@ubs.com
            Alexander Bartolomeo, CFA
            6100 Fairview Road,Charlotte,NC,28210
          • Kostandinos Alexiou

            Kostandinos Alexiou

            Client Associate

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            • CA
            • GA
            • NC
            • SC

            Dino entered the banking world in 2017 when he first joined Wells Fargo but it didn't take long for him to outgrow his role and move on to bigger and better things in 2019 finding a home at UBS with Steele and Rozek Wealth Management. A graduate of the Les Roches School of Hotel Management in Bluche, Switzerland, Dino brings to the team a strong background in hospitality with a passion for client relations. His unmatched attention to detail as well as his international background accompany a deep appreciation of all cultures and drive a genuine interest in forming trusted relationships with clients. Dino values the opportunity to go the extra mile and provide white glove service while helping his clients develop their financial goals. In his free time you can find him cheering on his favorite soccer teams and filling his passport pages as he explores the globe.

             

                  6100 Fairview Road
                  Suite 900
                  Charlotte, NC 28210
                  kostandinos.alexiou@ubs.com
                  Kostandinos Alexiou
                  6100 Fairview Road,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.

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                UBS and Credit Suisse—stronger than ever

                Global Wealth Report 2024

                Crafted wealth intelligence

                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                Gain additional insights into the trends shaping wealth in the US and around the world.

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                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $5.8+ trn

                UBS Group invested assets
                As of 03/31/2024

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager

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