Your life. Your wealth. Your future.

Pursue what matters most

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Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.


Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Timothy Walsh

    Timothy Walsh

    First Vice President–Wealth Management

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    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • MD
    • MI
    • MO
    • NC
    • NY
    • OH
    • PA
    • RI
    • SC
    • TX
    • VA
    • WA

    Tim is a veteran of 33 years in the financial services industry.  He's a First Vice President-Wealth Management Advisor with UBS since March 2012.  Prior to that he served in the same role at Merrill Lynch for 23 years.  He works with individuals, families as well as small & mid-size business owners.  His area of expertise is in the design of Estate Planning & Risk Management Strategies.  Those strategies are focused on the following areas: Multi-Generational Wealth Preservation, Retirement Planning, Asset & Liability Management.  Tim is a designated PMP Advisor within the UBS Portfolio Management Program (PMP). This limited designation allows him to discretionarily manage client portfolios as a fiduciary.


    • Thiel College
    • Salisbury University
    • University of South Florida
    • University of Phoenix, B.S. Management with Honors

    Tim played baseball & basketball at Thiel College and Salisbury University.

    Originally from upstate New York, he's been a resident of St. Petersburg for the past 36 years. He's been active within the civic community serving the missions of various non-profit organizations. 

    Past Organizations:

    • St. Petersburg Police Athletic League Board for 16 years (past Chair 2010 & 2011)
    • LE&RN Florida Chapter (past Chair)
    • All Children's Hospital Family Advisory Council (past Co-Chair)
    • All Children's Hospital Community Advocacy Council
    • St. Petersburg Suncoaster's (Board Member)
    • Creative Care, Inc. (Advisor to the Board)
    • St. Petersburg Downtown Rotary
    • St. Vincent de Paul Society
    • Northeast Little League Board (Past President)
    • St. Raphael's Catholic School Board (Past President)
    • St. Raphael's Catholic Church Parish Council & Finance Committee

    His personal interests include travel & yoga. Tim is also an avid outdoorsman and enjoys cycling, skiing, hiking, canyoneering, and mountaineering.  In addition, he's been active in the U.S. Triathlon Association where he's competed in Ironman distance triathlons.

    CA License #0B10881.


      • The University of Phoenix, B.S. Management with Honors
      • Salisbury University
      • University of South Florida
      • Thiel College
        Financial planning
        Estate planning strategies
        Custom portfolios
        Multi-generational families
        150 Second Avenue North
        Suite 1000
        Saint Petersburg, FL 33701
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        Rose-Marie Bien

        Client Associate

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          Rose was born and raised on Long Island, New York. She graduated from NY State University College at Oneonta, New York, with a BS in Psychology.

          Rose started her career on Wall Street in 1985 and has 20 plus years with UBS.  Her first position was on the UBS Investment Bank Trading Floor in New York City. She left the bank in 1995 after the birth of her daughter, Lauren. She was a stay-at-home mom in Westport, Connecticut for 3 years until UBS Investment Bank relocated their headquarters to Stamford, Connecticut.   Rose returned to UBS and managed a team of 6 on the UBS Trading Floor. At the time, UBS had the largest trading floor in the world. From there, she moved to UBS Financial Services in Stamford where she held various positions including Client Service Associate, Executive Assistant, Branch Office Administrator and Branch Technical Liaison.

          In 2014, Rose relocated from Connecticut to Florida. She joined the UBS St. Petersburg Branch in November 2015 and has been the backbone of our team ever since.

          Rose and her husband Owen live in Clearwater with their Dog Dishy. Her daughter Lauren lives close by in St. Petersburg with her boyfriend Ryan and their dog Benny.

          In her spare time, Rose loves to cook, garden and spend time with family and friends.

                150 Second Avenue North
                Suite 1000
                Saint Petersburg, FL 33701

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              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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              Who we work with

              Who we work with

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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