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.

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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 an industry veteran of 36 years.  He's a First Vice President-Wealth Management Advisor with UBS since March 2012.  Prior to that, he served in the same role for 23 years at Merrill Lynch. He works primarily with individuals, multi-generational families, small & mid-size business owners.  His area of expertise is customizing 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 UBS designation allows him to discretionarily manage client portfolios as a fiduciary.

    Education:

    • 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 a 38 year resident of St. Petersburg. In the past, he's served the missions of the following non-profit organizations. 

    Past Organizations:

    • St. Petersburg Police Athletic League Board {PAL} for 16 years (past Chair 2010 & 2011)
    • Lymphatic Education & Research Network {LE&RN} FL Chapter (past Chair)
    • John Hopkins All Children's Hospital Family Advisory Council (past Co-Chair)
    • John Hopkins All Children's Hospital Community Advocacy Council
    • St. Petersburg Suncoaster's (Past Board Member)
    • Creative Clay, Inc. (Past Board Advisor)
    • 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

    Personal interests include travel & yoga. Tim is 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
        Philanthropy
        Estate planning strategies
        Custom portfolios
        Multi-generational families
        150 Second Avenue North
        Suite 1000
        Saint Petersburg, FL 33701
        timothy.a.walsh@ubs.com
        Timothy Walsh
        150 Second Avenue North,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
                rose.bien@ubs.com
                Rose-Marie Bien
                150 Second Avenue North,Saint Petersburg,FL,33701

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