Experience

Mike’s education and experience give him a thorough understanding of retirement planning. He uses this knowledge to assist clients with meeting their financial goals. Mike believes that there is no substitute for planning, which is why he begins every client relationship with a thorough financial plan.

 Mike joined UBS and the Tampa Wealth Management Group in 2002. Prior to joining the team, Mike worked for 13 years as a Senior Pension Consultant at PricewaterhouseCoopers, where he was the lead consultant for such clients as the PGA Tour, Carnival Cruise Lines and several major healthcare facilities.

 Mike has a bachelor’s degree in applied mathematics. He holds the Series 7 and 66 securities licenses, as well as insurance licenses. He has also earned the Certified Financial Planner™ (CFP®) professional designation and is a past member of the Tampa Bay Estate Planning Council. Michael has served on the South Tampa YMCA Board of Directors for several years. He and his wife, Madonna, have been married since 1987 and have one daughter, Madelyn. Mike and Madonna enjoy reading, cooking, entertaining and spending time outdoors, whether it is boating, fishing, playing golf or just relaxing at the beach.

Scott is a dedicated and experienced financial professional with a strong commitment to helping his clients achieve their goals and dreams. As a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner, Wealth Advisor, and Portfolio Manager within the UBS Portfolio Management Program, Scott specializes in creating customized, comprehensive financial plans. He tailors investment strategies to align with each client’s risk tolerance and financial objectives, ensuring a personalized approach to wealth management.

Scott joined UBS in 2001, bringing with him 18 years of experience in the produce industry. His educational background includes a Bachelor’s degree in Business Administration from The University of South Florida, which has provided him with a solid foundation in financial principles and management.

A sixth-generation Floridian, Scott is deeply rooted in his community. He has been married to his wife, Stephanie, since 1990, and they are blessed with three children and four grandchildren.. In his leisure time, he enjoys cycling and organic gardening, activities that reflect his passion for a healthy and balanced lifestyle

John helps create customized solutions for corporate retirement plans and high net worth families.

John is a CERTIFIED FINANCIAL PLANNER™ and a graduate of the University of Florida with a degree in Business Administration. He began his career with Merrill Lynch in 1985 and has experience in portfolio management, retirement strategies and estate planning.  He holds his Series 7, Series 63, Series 65 and Life, Health and Variable Annuity Insurance Licenses.

John enjoys fishing, boating and sporting events. He has volunteered at various organizations including; Tampa Bay Little League, YMCA, Florida Bar Grievance Committee "13D", Metropolitan Ministries, and The Tampa General Hospital Foundation. John lives in Tampa with his wife Kathy and has two children, J.T. and Jackie.

Valerie embarked on her career with UBS in 1999. Throughout her two-decade tenure, she has meticulously nurtured robust client relationships, fostering an environment of trust and dependability. Clients can rely on Valerie’s adeptness in discerning solutions and delivering thorough responses to their inquiries or concerns. Her profound understanding of UBS systems and protocols is crucial in refining team processes and upholding operational efficiency.

Valerie has been instrumental in the recruitment and training of our interns and support staff. Her foremost passion is mentoring these individuals within our team and branch.

In her free time, Valerie participates in local running events and crochets baby blankets for friends and family expecting new arrivals, a tradition her grandmother began over fifty years ago. Valerie and her husband, Orlando, relish spending time at the beach and hosting spontaneous dinners for their loved ones.

As the team's Senior Wealth Strategy Associate, Annette develops customized financial plans for clients, assists with investment research, and handles the trading for the team.

Annette has been working in the financial industry since 2003. Prior to joining UBS in 2015, Annette was a financial paraplanner and specialized in financial planning, retirement plans, and mutual fund product research. She has also worked with International clients and traded fixed income products at Morgan Stanley.

Annette earned her Bachelor's degree in Psychology and a certificate in Performance Management from Florida State University and her M.B.A. from Nova South Eastern University. In addition, Annette holds her Series 7 and 66 licenses as well as her Life, Health, and Variable Annuities license. She is a Florida native from Miami and lives in South Tampa with her husband, two kids, and Jack Russell Terrier. On her free time, she enjoys spending time with her family.