Let's move forward. Together.

skyway

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Team 2

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • brian.2

    Brian Robinson

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    An industry veteran since 1987, Brian has provided 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.

    Brian delivers more than financial advice to clients. His team provides comprehensive services to help meet the sophisticated needs of individuals and families. Brian offers guidance on trust and estate planning, education for the next generation, philanthropy, and acts as his clients' own global family office.

    Brian began his career at Raymond James Financial in 1987.  Prior to joining UBS Financial Services in 2008 he was Senior Vice President, Senior Portfolio Manager and Wealth Advisor with Morgan Stanley for over 17 years. Brian is a graduate of the prestigious Wharton School of Business Financial Advisory Program where he earned the Wealth Advisor designation. This designation supports his holistic planning process that is used for each client in helping them pursue their financial goals with confidence. As a Senior Portfolio Manager, he has decision-making authority over client accounts, emphasizing a long-term service arrangement in which clients' interests always come first. 

    Philanthropy is a large part of Brian’s business and personal life. Brian is very active in the Tampa Bay Community, serving as a consultant for several nonprofits 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 also enjoys mentoring young business professionals. 

    Brian spends most of his time out of the office with his wife of 30 years, Kathleen, and their three sons. Together they enjoy traveling, boating, fishing, and diving.

        • Senior Portfolio Manager
        • Wealth Advisor
        101 E Kennedy Blvd
        18th Floor
        Tampa, FL 33602
      • Jimmy - Updated 2022

        James Okun

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • HI
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WV

        Jimmy Okun joined UBS in December of 2015 as Senior Vice President and Managing Partner. He leads the team which manages approximately $300,000,000 assets for 100+ high net worth households. Jimmy has successfully completed the Portfolio Management Program while at Morgan Stanley and at UBS requiring him to act in a fiduciary capacity and allowing him to manage assets on a discretionary basis. Jimmy has over 26 years of experience as an advisor. As such, 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. Jimmy enjoys working with all aspects of his clients' financial situations including portfolio management, debt management, retirement planning, estate planning, insurance planning, etc. Jimmy spent 8 years with Morgan Stanley prior to joining UBS and 8 years with Merrill Lynch prior to joining Morgan Stanley. He also spent 4 years in the banking system with AmSouth Bank. He is a graduate of the University of South Florida with a BS in Communications. Jimmy has one son Max, age 16 and another son Kyle, age 10. Together, they enjoy traveling, riding rollercoasters, and rooting for the Tampa Bay Lightning!

              101 E Kennedy Blvd
              18th Floor
              Tampa, FL 33602
            • Restaino

              Joseph Restaino

              Senior Vice President–Wealth Management

              Financial Advisor

              • image
              • image
              • AK
              • AL
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DE
              • FL
              • GA
              • HI
              • IL
              • IN
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • MS
              • NC
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • PR
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WI
              • WV

              With over 20 years of experience as a financial advisor, Joe brings a wealth of expertise and retirement planning experience to the team. Joe is a Chartered Retirement Plan Counselor(CRPC) and uses this designation regularly to guide clients to grow and protect their wealth through customized investment planning and strategies.

              Originally from New Jersey, Joe moved to Florida as a child and attended and graduated from Florida State University in 2001. Joe joined UBS in 2019 as a Senior Vice-President of Wealth Management where he currently manages wealth for individuals as well as business.

              Philanthropy is a large part of Joe and his family’s life. He started the Restaino Family Foundation in which he has supported the arts, organizations that support breast cancer, as well local schools. Joe spends most of his time out of the office with his wife Megan and their twin daughters, Mia and Lyla. He has a passion for filmmaking, enjoys traveling, Tampa Bay sports and boating.

                  • Chartered Retirement Planning Counselor℠
                  150 Second Avenue North
                  Suite 1000
                  Saint Petersburg, FL 33701
                • Steele - Updated Headshot August 2022

                  Steele Nugent

                  Vice President–Wealth Management

                  Financial Advisor

                  • image
                  • image
                  • image
                  • AK
                  • AL
                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DE
                  • FL
                  • GA
                  • HI
                  • IL
                  • IN
                  • KY
                  • LA
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • MO
                  • MS
                  • NC
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OH
                  • OK
                  • OR
                  • PA
                  • PR
                  • SC
                  • TN
                  • TX
                  • UT
                  • VA
                  • WA
                  • WI
                  • WV

                  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 believes in taking a holistic approach to wealth management by truly getting to know each client and understanding their unique situation and goals. His expertise includes, but is not limited to: cash flow management, retirement planning, investment management, insurance and tax planning, and assisting clients and their attorneys in the estate planning process. Steele has agreed to adhere to the IMCA Code of Professional Responsibility and the CFP Board's Code of Ethics and Professional Responsibility.

                  Steele graduated with his M.S. in Personal Financial Planning. He is FINRA-registered and holds Series 7, 63, and 65 securities licenses, as well as licenses for life, accident and health insurance and variable annuities. He is an active member of the Investment Management Consultants Association, the Financial Planning Association and The United Way-Suncoast. In his off time Steele enjoys spending time with his family, the water, and meeting new people.

                      • Certified Investment Management Analyst®
                      • CFP®
                      • Certified Exit Planning Advisor
                      • Accredited Wealth Management Advisor℠
                      • Chartered Retirement Planning Counselor℠
                      101 E Kennedy Blvd
                      18th Floor
                      Tampa, FL 33602
                    • AnnMarie - Updated 2022

                      Ann Marie Atchison

                      Wealth Management Associate

                      • image
                      • image
                      • image
                      • CA
                      • FL
                      • GA
                      • IL
                      • MD
                      • NC
                      • VA

                      Ann Marie Atchison is a Wealth Management Associate and has worked with Brian Robinson for twenty years. Ann Marie is committed to providing the highest level of service to the select number of wealthy individuals and families her team works with. She prides herself in building strong relationships with clients and creating a highly personalized wealth management experience that goes above and beyond. Ann Marie provides the commitment and attention to detail required to help manage the complexity that comes with great wealth.  

                      Ann Marie has worked in the financial services industry since graduating from the University of South Florida in 1999. She received her Master's in Business Administration from Saint Leo University in June 2006. Ann Marie holds her Series 7, 31, 63 and 65 securities licenses and life and annuities insurance licenses. Ann Marie was born and raised in Florida. She has actively fund raised and participated for many years in the American Cancer Society Making Strides Against Breast Cancer walk, in support of her mother, who is a breast cancer survivor. She is an avid hockey fan, enjoys spending time with her nieces, going to theme parks, attending concerts and traveling.

                        • St. Leo University, Masters of Business Administration: 2006
                        • University of South Florida, Bachelors of Arts in Marketing: 1999
                          101 E Kennedy Blvd
                          18th Floor
                          Tampa, FL 33602
                        • Mackenzie

                          Mackenzie Fox

                          Client Associate

                          • image
                          • image
                          • FL

                          Mackenzie is a Registered Client Service Associate and has been with UBS since 2019 where she started as an intern. She currently holds the Series 7 and 66 licenses and graduated as part of the Class of 2021 from the University of Tampa with a Bachelor’s of Science in Finance.

                          Born and raised in Buffalo, NY., Mackenzie now lives locally in Tampa, FL. and enjoys 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
                              101 E Kennedy Blvd
                              18th Floor
                              Tampa, FL 33602
                            Philanthropy

                            Philanthropy

                            Estate planning strategies

                            Estate planning strategies

                            Business transition and succession planning

                            Business transition and succession planning

                            Investors aren't panicking …

                            UBS Investor Watch

                            Keeping up with the latest insights can give you great ideas for making the most of your wealth. That's where UBS Investor Watch comes in, bringing you the views of investors around the world. Explore our reports and see how they might help you reach your goals.

                            Want fresh insights into what matters most to you?

                            Download the full report