$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Private Wealth Management
At UBS Financial Services Inc. Tampa Bay Private Wealth Management, our decades of experience serving ultra high net worth families has shown us that financial planning is key to helping you pursue the goals you have today and the legacy you hope to leave behind. As PWM Advisors with access to extensive global resources and solutions across all of UBS, we believe there is nothing more important to us than helping you today, confidently knowing that you have planned for the years ahead and for generations to come.
Whether your goals involve a comprehensive estate planning strategy or an exit plan for your business, we will deliver solutions with the passion, accountability and uncompromising service you deserve. We believe our focus on your long-term financial goals—beyond investing—combined with our multigenerational planning process and perspective will demonstrate the value we can provide. Moreover, the relationships we build and the trust we strive to earn every day can help bring clarity to your decisions—for your family, your business and your financial world, no matter what the future may bring.
A former Army officer, Brian’s military experience transitioned well into his wealth management career. He spent his early years in the industry building a business that consisted of a large number of UHNW private clients and middle-market institutional clients. Today, with more than 20 years advising UHNW clients, he and his UBS Private Wealth Management team focus solely on serving these successful individuals and families.
“The resources we have available at UBS Private Wealth Management are, in my opinion, the best in the industry. What differentiates us is our ability to deliver what clients want and need.”
Brian’s depth of knowledge is a result of his significant experience in advising on a wide range of complex financial, estate and business succession situations. Brian develops and implements customized plans for cash flow, risk mitigation and portfolio management strategies. As part of his holistic approach, he works closely with clients’ attorneys and accountants to help ensure their financial plans are tax-efficient and “married” to their wealth transfer and estate plans. What’s more, as a Certified Exit Planning Advisor® (CEPA®), Brian brings a strategic understanding of business optimization and sale to his clients’ entrepreneurial goals.
Past experience
Life
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
John is a Director covering a portfolio of high net worth and ultra-high net clients at UBS Wealth Management in the Southeastern US. In his role, John works with families, family offices, endowments, foundations, and financial institutions with complex financial needs.
Past experience
Life
Christine joined the Tampa Bay PWM team mid-2014. Working with Private Wealth Advisors Brian Gray and Paul Dolcimascolo, she focuses primarily on building relationships with UHNW clients. Her understanding of their objectives and concerns helps her create financial plans, long-term investment plans and financial analytics. As members of the exclusive UBS Private Wealth Management division, Christine, Brian and Paul access the full depth and breadth of UBS investment platforms, advanced strategies and global thought leadership to deliver the custom advice clients with complex wealth require.
“I always put clients' interests first, and take the extra step to make an exceptional experience for them.”
Client service is also a top priority for her team, and Christine leads that charge. Consistent communication is important and helps to create a great deal of trust—in fact, clients depend on the Tampa Bay PWM team for much more than simply their financial needs.
Past experience
Life
Annie, a former Girl Scout Gold Award recipient (the equivalent of an Eagle Scout), joined the Tampa Bay PWM team in 2020 after five years in UBS’s Wealth Management division, where she was consistently the top performer in her role. Our team believes her level of attention to detail is absolutely unmatched, which is extremely important in our onboarding process with ultra high net worth corporate executives, entrepreneurs and multigenerational families.
"I really enjoy getting to know each client. Our entire team values the relationships we have built and understand that it all starts with trust.”
She provides excellent support to clients for all forms of operational requirements and administrative needs while striving to ensure an extraordinary client experience. This is evidenced by how quickly she develops a deep relationship with clients. Alongside the team, Annie strives to deliver solutions and advice which clients can trust to pursue their most important goals.
Past experience
Accolades
Life
Hunter joined the Tampa Bay PWM team in 2020 from J.P. Morgan Chase & Co. in New York, where he was an investment solutions analyst within the private bank. In that role, he supported two multi-asset portfolio managers overseeing ultra high net worth clients of the trust department with approximately $10 billion in assets under management.
"Our team is singularly focused on helping clients identify opportunities and mitigate risks – not only in their portfolios but their overall financial lives."
Today, at UBS, he works with the team’s Financial Advisors and directly with clients— whether it’s helping them with trading, cash management or borrowing needs. Hunter is focused on expanding the capabilities of the team to better serve clients, especially in the areas of asset allocation, manager selection and risk analytics. His solid knowledge of the industry helps ensure that clients have the resources they need for their unique challenges. He strives to go the extra mile and to ensure clients have an exceptional experience.
Past experience
Life
Jake joined the Tampa Bay PWM team in mid-2024 after graduating from the University of Georgia with a Bachelor of Business Administration in Finance and a Master of Science in Business Analytics. Prior to graduation, he worked at UBS as a Client Services Intern and Wealth Management Intern, providing support to Financial Advisors in the Tampa and St. Petersburg Offices. He is enthusiastic to start his career at UBS, as he has been interested in the industry since his adolescent days at Jesuit High School.
Life
A former Army officer, Brian’s military experience transitioned well into his wealth management career. He spent his early years in the industry building a business that consisted of a large number of UHNW private clients and middle-market institutional clients. Today, with more than 20 years advising UHNW clients, he and his UBS Private Wealth Management team focus solely on serving these successful individuals and families.
“The resources we have available at UBS Private Wealth Management are, in my opinion, the best in the industry. What differentiates us is our ability to deliver what clients want and need.”
Brian’s depth of knowledge is a result of his significant experience in advising on a wide range of complex financial, estate and business succession situations. Brian develops and implements customized plans for cash flow, risk mitigation and portfolio management strategies. As part of his holistic approach, he works closely with clients’ attorneys and accountants to help ensure their financial plans are tax-efficient and “married” to their wealth transfer and estate plans. What’s more, as a Certified Exit Planning Advisor® (CEPA®), Brian brings a strategic understanding of business optimization and sale to his clients’ entrepreneurial goals.
Past experience
Life
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
John is a Director covering a portfolio of high net worth and ultra-high net clients at UBS Wealth Management in the Southeastern US. In his role, John works with families, family offices, endowments, foundations, and financial institutions with complex financial needs.
Past experience
Life
Christine joined the Tampa Bay PWM team mid-2014. Working with Private Wealth Advisors Brian Gray and Paul Dolcimascolo, she focuses primarily on building relationships with UHNW clients. Her understanding of their objectives and concerns helps her create financial plans, long-term investment plans and financial analytics. As members of the exclusive UBS Private Wealth Management division, Christine, Brian and Paul access the full depth and breadth of UBS investment platforms, advanced strategies and global thought leadership to deliver the custom advice clients with complex wealth require.
“I always put clients' interests first, and take the extra step to make an exceptional experience for them.”
Client service is also a top priority for her team, and Christine leads that charge. Consistent communication is important and helps to create a great deal of trust—in fact, clients depend on the Tampa Bay PWM team for much more than simply their financial needs.
Past experience
Life
Annie, a former Girl Scout Gold Award recipient (the equivalent of an Eagle Scout), joined the Tampa Bay PWM team in 2020 after five years in UBS’s Wealth Management division, where she was consistently the top performer in her role. Our team believes her level of attention to detail is absolutely unmatched, which is extremely important in our onboarding process with ultra high net worth corporate executives, entrepreneurs and multigenerational families.
"I really enjoy getting to know each client. Our entire team values the relationships we have built and understand that it all starts with trust.”
She provides excellent support to clients for all forms of operational requirements and administrative needs while striving to ensure an extraordinary client experience. This is evidenced by how quickly she develops a deep relationship with clients. Alongside the team, Annie strives to deliver solutions and advice which clients can trust to pursue their most important goals.
Past experience
Accolades
Life
Hunter joined the Tampa Bay PWM team in 2020 from J.P. Morgan Chase & Co. in New York, where he was an investment solutions analyst within the private bank. In that role, he supported two multi-asset portfolio managers overseeing ultra high net worth clients of the trust department with approximately $10 billion in assets under management.
"Our team is singularly focused on helping clients identify opportunities and mitigate risks – not only in their portfolios but their overall financial lives."
Today, at UBS, he works with the team’s Financial Advisors and directly with clients— whether it’s helping them with trading, cash management or borrowing needs. Hunter is focused on expanding the capabilities of the team to better serve clients, especially in the areas of asset allocation, manager selection and risk analytics. His solid knowledge of the industry helps ensure that clients have the resources they need for their unique challenges. He strives to go the extra mile and to ensure clients have an exceptional experience.
Past experience
Life
Jake joined the Tampa Bay PWM team in mid-2024 after graduating from the University of Georgia with a Bachelor of Business Administration in Finance and a Master of Science in Business Analytics. Prior to graduation, he worked at UBS as a Client Services Intern and Wealth Management Intern, providing support to Financial Advisors in the Tampa and St. Petersburg Offices. He is enthusiastic to start his career at UBS, as he has been interested in the industry since his adolescent days at Jesuit High School.
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.
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Building a successful business is a major undertaking. Exiting a business is too. So when you’re considering stepping away, whether through a sale or family transition, you shouldn’t go it alone. Given our experience helping many entrepreneurs and founders buy, expand and exit their companies, we believe our advice can add value to this major life-changing event.
Planning for the sale
In some cases, it can take five years or more to exit a business, so proper planning needs to begin early. Our process begins with critical preliquidity planning and continues through execution and closing. Prior to the transaction, we help you develop a personalized strategy that includes important estate planning considerations that can impact your long-term goals and the next generation, post-sale. Our advice addresses:
- Structure and timing
- Valuation opportunities
- Risk management
- Liquidity strategies
- Your estate, potential succession and tax considerations
- Collaboration with UBS private equity and investment banking teams
As a multigenerational team ourselves, we have an understanding of the delicate dynamics around wealth and inheritance planning. We are insightful and comfortable addressing the needs of each generation of your family.
Whether your goal is to preserve your assets or business, reduce your estate tax exposure or transfer wealth to your heirs, we collaborate with you, your trusted tax and legal advisors and estate attorney to help ensure your plan addresses your short-and long-term goals and your family commitments.
We can also help you engage your loved ones in the sensitive conversations around financial responsibility and stewardship, while providing education and information to help prepare them for carrying on your legacy.
We are Private Wealth Advisors creating a boutique experience within a global firm that has served the needs of the world’s most exceptional families for more than 150 years. Within the exclusive UBS Private Wealth Management division, our team has been trained extensively to access the full depth and breadth of UBS investment platforms, advanced strategies and global thought leadership on your behalf.
We’re dedicated to helping our clients preserve and grow their assets, secure their legacies and address the many other complex challenges of managing significant wealth.
For your investment portfolio
Capital markets research
Asset allocation
Investment management
Bespoke investments
Private equity and direct investments
Structured and alternative solutions
For your debt management needs
Banking and lending services
For your legacy
Advanced trust and estate planning strategies
Strategic philanthropy
Family office solutions
Family governance and education
UBS Global Family Office
$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