The value of trust

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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

• Managing director, Bernstein Global Wealth Management, Tampa office
• Principal and financial advisor, Bernstein Global Wealth Management
• Platoon leader, executive officer, company commander and operations officer, United States Army

Life

• For many years, the sports teams and hobbies of Brian’s children—Hunter, Sawyer and Tucker—were his passions.
• With two of his boys now grown and one in college, Brian spends his free time playing golf and boating the waters of Tampa Bay and the Gulf of Mexico.

• Forbes Best-in-State Wealth Advisors, 2021, 2022, 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.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Western Kentucky University, B.A.
• University of South Florida , M.B.A.

• Private Wealth Advisor
• Certified Exit Planning Advisor
• Series 7, 9/10, 31 and 66 securities licenses
• Life, health, and variable annuity insurance licenses

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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

• Financial Advisor, Bernstein GlobalWealth Management; led the launch of their Tampa office
• Morgan Stanley Individual Investor Group

Life 

• Outside of work Paul loves spending time traveling with his family
• He and his wife, Jessica, have three daughters - twins Annabelle and Charlotte, and their youngest daughter, Ruby.
• Paul supports a number of community-based and charitable pursuits, including:
  • Tampa Bay Estate Planning Council - current member and former board member.
  • Make-a-Wish Foundation - former member of the Tampa Bay Advisory Board
  • Berkeley Preparatory School - Alumni Executive Committee (President), Member of the Board of Trustees, Member of Development Committee, Planned Giving Committee and Strategic Planning Committee.
  • Gasparilla Music Foundation - founding board member and current advisory board member.
  • Tampa History Museum - former planned giving committee member.
  • Tampa Connection - Class of 2010.

• Financial Planning Top 40 Financial Advisors Under 40, 2021The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in Septermber of the prior year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 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.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Georgia, B.B.A.

• CERTIFIED FINANCIAL PLANNER™
• Series 7, 31 and 66 securities licenses
• Life, health, and variable annuity insurance licenses
• CA Insurance License: 0K70306

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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

• Analyst Investment Bank, J.P. Morgan; worked across their Investment Bank, Corporate Bank, and Private Banking groups.

Life

• John was born and raised in Wilmington, Delaware and relocated to Florida in 2016.
• Outside of the office John enjoys cars, sports, scuba diving, and is an avid fisherman.

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Immaculata University, B.S. Business Administration and Finance

• Series 7, 9, 10, 79, 63 and 65 securities licenses

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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

• Senior Private Client Associate, Bernstein Global Wealth Management
• Investment Analyst and Consultant, Cambridge Associates

Life

• Christine and her husband, Justin, have three children, Bailey, Brooks and Hadley.
• She is active in the Washington and Lee Alumni association, and was past president of her alumni chapter.
• She enjoys spending time outdoors with her family and playing volleyball whenever she can.

• Washington and Lee University, B.S., Business Administration and Accounting

• Series 7 and 66 securities licenses

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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 

• Client Service Associate, UBS Wealth Management

Accolades 

• UBS Service Excellence Award, 2020

Life 

• Annie and her husband, Joe, enjoy traveling, scuba diving, disc golf and hiking.
• She hopes to visit every US national park someday.

• University of Florida Warrington College of Business Administration, B.S., in Finance with a Minor in Entrepreneurship

• Series 7 and 66 securities licenses
• Life, health and variable annuity insurance licenses

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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

• Analyst, J.P. Morgan Private Bank

Life 

• Hunter enjoys the outdoors and hikes extensively in his free time. Since returning to Florida, he has been enjoying being able to fish the waters of Tampa Bay.

• University of Florida, B.S., Finance
• University of Florida, M.S., Finance

• Series 7 and 66 securities licenses

Serving others is our highest goal
Nik joined the Tampa Bay PWM team at the start of 2022, coming from a background in commercial real estate. His experience in this field prepared him for his career in wealth management by teaching him the importance of communication and value of developing relationships with clients. Nik credits his family as the source of his love of service and people. Nik is thorough and brings a personal touch to all he does on behalf of clients. He prides himself on supporting his team and providing each client with superior service.

“Every day I strive to deliver my very best to clients’ by providing superior service that goes well beyond wealth management.”

Collaboration and diversity of skills serve as an anchor
Nik works with clients to service their wealth management needs. His strengths as a communicator serve as an anchor in helping clients with their requests. Nik plays a critical role in his team’s efforts to help oversee assets, secure their legacies and address the many complex challenges of managing significant wealth.

Past experience

• Consultant, Severn Capital LLC

Life

• Nik writes and records his own music and performs consistently in the community.
• He enjoys spending time outside, playing sports and boating.
• Nik also loves to travel the world, hiking and camping any chance he gets.

• Boston College Carroll School of Management, B.A., Management and Marketing

• Series 7 and 66 securities licenses