Your goals. Our comprehensive plan.

Chess pieces on a chessboard

Suresh Attal, CFA®

Financial Advisor

A Tampa native, Suresh Attal returned to the area as a  to be a Financial Advisor, following a 15 year career working on Wall Street. Suresh has worked with Raymond James and joined UBS in 2022. As a financial advisor, his focus is on total client satisfaction, and his vast experience and credentials drive him to put his clients first and find the right solutions tailored for them.  

Graduating from Leonard N. Stern School of Business at New York University with a degree in Finance and International Business, Suresh began a career in the Foreign Exchange market, the largest financial market globally. During his time on Wall Street, he developed a deep understanding of what drives global capital markets and how to analyze global economies to isolate unique investment opportunities, and he helped develop customized trading strategies for individuals. Also working with many of the largest global Hedge Funds and High Frequency Trading Firms developing insights into their trading approaches and market impact, creating a unique knowledge base which is utilized when crafting custom financial and investment plans for all of his clients.

Suresh is a Chartered Financial Analyst® (CFA®), a unique designation which has been rated as one of the toughest exams globally by the Wall Street Journal. It is commonly held that earning a charter is one of the most difficult academic ventures one can complete in any industry. The benefit for clients is an elevated level of service and specialized education, which few other advisors can deliver.


Suresh enjoys spending time with his young family when not focused on his clients.  Additionally, Suresh is an avid sports fan and can be found cheering on his hometown favorite sports teams.  

Registered States:
  • FL
  • GA
  • MI
  • NC
  • NY


  • Bachelor's of Science in Finance and International Busines, New York University - Leonard N. Stern School of Business, 2002 - 2004


  • Accredited Asset Management Specialist
  • Chartered Financial Analyst®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Exit planning
Custom portfolios
Alternative investments
Professional athletes
Business Owners
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
  • (813) 227-2889

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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.

Debt ceiling and inflation

Our Process

Our Process

Who we work with

Who we work with

Year Ahead 2023

A year of inflections

Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

Global leader

UBS is a world-leading wealth manager


for High Net-Worth clients

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