Experience. Advice. Collaboration.

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An industry veteran since 1987, Brian has been instrumental in the development and success of Synergy Wealth Consultants. With his progressive vision and strategic direction, he has built the team into one of Florida’s top wealth management practices. Brian provides comprehensive wealth management to affluent investors to help them take advantage of the unique opportunities that come with substantial wealth. Brian serves a limited number of elite clients that range from business owners and corporate executives to ultra-high net worth families. He provides a holistic wealth management experience including trust and estate planning, generational wealth transfer, philanthropy, and acts as our clients' own global family office.

His career has led him to stints at Raymond James Financial Services and Morgan Stanley where he was honored with the titles Senior Portfolio Manager and Wealth Advisor. Brian is a graduate of the prestigious Wharton School of Business Financial Advisory Program where he earned the Wealth Advisor designation.

Philanthropy is a large part of Brian’s business and in turn, bleeds into his personal life. Brian is very active in the Tampa Bay Community, serving as a consultant for several nonprofits and most recently was given a Global Award from “Invest in Others” for his efforts in the fight against human trafficking. He has spent many years on the executive board of the Florida Dream Center and is an active participant in Global Missions.  He enjoys mentoring young business professionals and spends his time out of the office with his wife of 30 years and their three sons. Together they enjoy traveling, boating and fishing.

• Senior Portfolio Manager
• Wealth Advisor

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With over 30 years of experience, John leads the team in developing in-depth financial plans and wealth management strategies for individual clients. He is committed to providing a comprehensive wealth management experience to ultra-high net worth families and individuals. His emphasis on financial planning and strategy help clients stay the course even during tenuous markets. John takes the most pride in earning clients' trust while helping them to reach their life goals and aspirations. He strives to always do what is best for our clients and is dedicated to helping them transform a lifetime of achievement into a legacy that lives on for generations to come.

John earned his Bachelor's degree in business administration at Campbell University, where he was a baseball All-American selection. After graduating, he played professional baseball with the Baltimore Orioles, the Philadelphia Phillies and the Chicago Cubs. In 1991, John entered the financial services industry by joining Dean Witter Reynolds, currently known as Morgan Stanley. John came to UBS in 2008 and is a graduate of the Wharton School of Business Financial Advisory Program where he earned the Wealth Advisor designation. Most recently John was honored as a Forbes Best-in-State Wealth advisor in Florida for 2023.

Away from the office, John has deeply rooted ties to the community, serving on many boards including The Vincent House and a former board member of the Canterbury School of Florida. John and his wife, Lisa, have four daughters: Mallory, Madison, Miranda and Milan. John and his family live in Gulfport, Florida. 

• Forbes Best-in-State Wealth Advisors, 2023The 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.

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A founding member of Synergy Wealth Consultants, Jimmy has the knowledge and expertise necessary to understand and solving complex financial challenges as well as identify unique opportunities for our clients. His tailored asset management approach aligns portfolios to reflect clients’ unique needs and priorities through various market conditions. He has experience with various major market cycles including the 1998 "Asian Contagion", the 2000-2002 "Dot Com Bubble" and terrorist attack, and the 2008-2009 Financial Collapse. With over 28 years of experience he was honored with a Portfolio Management Program accreditation and is authorized to act in a fiduciary capacity, allowing him to manage assets on a discretionary basis. He works closely with Steele to oversee and implement complex investment strategies for our clients.

Jimmy entered the financial services industry in 1995 at Merrill Lynch before continuing his career at Morgan Stanley. Prior to becoming a Financial Advisor Jimmy, spent four years in the banking system with AmSouth Bank. A Florida native, Jimmy is a graduate of the University of South Florida. Jimmy has two sons, Max (17) and Kyle (11). Together, they enjoy traveling, riding rollercoasters, and rooting for the Tampa Bay Lightning.

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A former Special Operations Medic in the US Army, Steele entered the financial services industry over ten years ago. Utilizing a combination of strategic and tactical asset allocation strategies, Steele develops custom investment allocations designed to control risk and maximize returns. Within the team, he helps lead the portfolio management team and oversees the group's unique investment strategies. He helps clients simplify their financial lives by discovering their concerns and working in partnership to create custom strategies to resolve them.

Steele has distinguished himself among his peers by earning the designations of Master Planner Advanced StudiesTM (MPAS®), Certified Financial PlannerTM (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning CounselorTM (CRPC®), Certified Exit Planning Advisor (CEPA®) and Accredited Wealth Management AdvisorTM (AWMA®). He graduated with his M.S. in Personal Financial Planning.

He is an active member of the Investment Management Consultants Association, the Financial Planning Association and The United Way-Suncoast. In his time away from the office Steele enjoys spending time on the water, meeting new people, and raising his children Kynleigh, Kori, and Steele III.

• Certified Investment Management Analyst®
• CFP®
• Certified Exit Planning Advisor
• Accredited Wealth Management Advisor℠
• Chartered Retirement Planning Counselor℠

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Mallory is responsible for business development, key marketing initiatives and helping provide the advice and service that our clients have come to expect. Mallory’s well rounded background in financial services, work ethic and dedication to the families we serve make her an ideal Financial Advisor for the team.

Mallory has grown up in the industry, starting her career six years ago at UBS’s headquarters in Weehawken, NJ. She worked as a Marketing Specialist for two years, building a foundation of knowledge in financial services and familiarizing herself with the expansive resources available at UBS. In 2018, Mallory transitioned into a management role in Tampa, FL, where she trained financial advisors, their teams and clients on UBS’s technology platforms. Most recently, Mallory worked on The Clegg Group, a UBS team in Bonita Springs.

Mallory currently serves on the board of the Sunken Gardens Forever Foundation, is heavily involved in the St. Petersburg chapter of Junior League, and is an active member of St. Petersburg Debutante society. She graduated from the University of Miami, where she majored in economics. Mallory resides in sunny St. Petersburg, FL, where she enjoys working out, going on walks with her dog Laila and visiting with her three younger sisters.

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• St. Leo University, Masters of Business Administration: 2006
• University of South Florida, Bachelors of Arts in Marketing: 1999

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Mackenzie began her career in financial services four years ago as an intern at UBS. Her role on the team is primarily operational, working closely with the team to respond to client service requests swiftly and accurately. Mackenzie is known for delivering exemplary client service with attention to detail and enthusiasm for exceeding clients' expectations. Her dedication to the overall client experience is unparalleled. She graduated from the University of Tampa with a Bachelor’s of Science in Finance and currently holds the Series 7 and 66 licenses. 

Born and raised in Buffalo, NY, Mackenzie now lives locally in Tampa. She enjoys taking trips to Disney World, traveling, visiting family, and trips to the park with her dog Pickles.

• University of Tampa, Bachelors of Science in Finance: 2017 - 2021

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Young, driven, and determined, Liam Delaney is dedicated to providing clients with the utmost personal attention and care in everything he does. Liam is a Registered Client Service Associate who currently holds his Series 7 and 66 licenses. He enjoys developing meaningful relationships while assisting his advisors to deliver a positive experience for every client.

Prior to working with UBS, Liam graduated from the University of Tampa in the Spring of 2021 with a degree in Finance. He is originally from Aston, PA, but now resides close to his alma mater in Tampa, FL. In his free time, Liam enjoys staying active, rooting for the Philadelphia Eagles, and spending vacation with his family at the Jersey Shore.

• University of Tampa, Bachelors of Science in Finance: 2017 - 2021