2.4 Billion +
Assets under management
Private Wealth Management
We focus on your goals and your long-term financial well-being so you can focus on the business you manage so well. As a senior executive, you may face questions of complexity and tax considerations regarding your equity compensation package. From executing stock options to diversifying positions, we strive to simplify the process and help your family gain the most from your awards.
2.4 Billion +
Assets under management
225+
Collective years of experience
13
Investment professionals on the team
Frank graduated Cum Laude with a Business Administration degree from the University of Georgia's Terry School of Business. After graduating, Frank spent five years in New York City with Merrill Lynch, where he became the Director of Structured Product Sales for the New York City and Long Island Regions. In 2008, Frank married Patricia Ballantyne and moved to Tampa to join the Brawley Wealth Management Group. Frank is a CERTIFIED FINANCIAL PLANNER (CFP®), and a Charter Retirement Planning Specialist (CRPC®), both of which he utilizes when creating customized financial plans for his clients. Frank is also a Retirement Plan Consultant, a UBS designation given to a select number of Financial Advisors that focus on retirement plan solutions for businesses.
Frank and Patricia reside in South Tampa, with their three sons Frank, Jones and Bennett. In his spare time, Frank has competed in a number of triathlons and enjoys taking his boys golfing, fishing and hunting.
Paul’s choice to pursue a career in wealth management should have come as no surprise, given his interest in the stock market at a young age and his being the son of a trust and estate attorney. Having spent his entire professional life in the industry has enabled him to not only do something he loves, but more importantly, positively impact the lives of the individuals and families that work with him.
“As an advisor working with families of significant means, depth of knowledge is key, but so is working within a firm that supports you and your clients with best-in-class resources and capabilities. UBS Private Wealth Management provides exactly that.”
Today, with more than 17 years of experience behind him, Paul focuses on helping a select group of ultra-high net worth families and family offices address complex wealth concerns. He understands that wealth management advice does not start and stop with investments—it looks beyond the portfolio to address a wide range of priorities that matter most to his clients.
Past experience
Life
Frank graduated Cum Laude with a Business Administration degree from the University of Georgia's Terry School of Business. After graduating, Frank spent five years in New York City with Merrill Lynch, where he became the Director of Structured Product Sales for the New York City and Long Island Regions. In 2008, Frank married Patricia Ballantyne and moved to Tampa to join the Brawley Wealth Management Group. Frank is a CERTIFIED FINANCIAL PLANNER (CFP®), and a Charter Retirement Planning Specialist (CRPC®), both of which he utilizes when creating customized financial plans for his clients. Frank is also a Retirement Plan Consultant, a UBS designation given to a select number of Financial Advisors that focus on retirement plan solutions for businesses.
Frank and Patricia reside in South Tampa, with their three sons Frank, Jones and Bennett. In his spare time, Frank has competed in a number of triathlons and enjoys taking his boys golfing, fishing and hunting.
Paul’s choice to pursue a career in wealth management should have come as no surprise, given his interest in the stock market at a young age and his being the son of a trust and estate attorney. Having spent his entire professional life in the industry has enabled him to not only do something he loves, but more importantly, positively impact the lives of the individuals and families that work with him.
“As an advisor working with families of significant means, depth of knowledge is key, but so is working within a firm that supports you and your clients with best-in-class resources and capabilities. UBS Private Wealth Management provides exactly that.”
Today, with more than 17 years of experience behind him, Paul focuses on helping a select group of ultra-high net worth families and family offices address complex wealth concerns. He understands that wealth management advice does not start and stop with investments—it looks beyond the portfolio to address a wide range of priorities that matter most to his clients.
Past experience
Life
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Partnering with resources across UBS, including UBS Family Office Solutions as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.
When it comes to planning for important goals, staying ahead of changing tax legislation can help you keep on track. Now is a good time of year to get on top of your planning, especially in light of upcoming potential tax law changes.
We have the experience and insight to help you preserve assets, reduce estate tax exposure and transition wealth to future generations. With our access to an extensive network of estate planning professionals, we will work closely together to help you build a comprehensive plan for transitioning assets to future generations.
You've worked hard and carefully invested to ensure that you’ll live life on your terms in retirement. But are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager