Senior Vice President–Wealth Management
Tim's an industry veteran of 38 years and currently a Senior Vice President-Wealth Management Advisor with UBS since March 2012. Prior to UBS, he served in the same role for 23 years at Merrill Lynch. Working primarily with individuals, multi-generational families, small & mid-size business owners, he specializes in the design of custom Estate Planning & Risk Management Strategies. Those strategies focus on the following areas: Asset & Liability Management, Retirement Planning, & Multi-Generational Wealth Preservation. Tim's also a Senior Portfolio Manager within the UBS Portfolio Management Program (PMP). This limited UBS designation allows him to discretionarily manage client portfolios as a Fiduciary.
Education:
Tim played baseball & basketball at Thiel College and Salisbury University.
Originally from upstate New York, he's currently a 40 year resident of St. Petersburg who has 3 adult children: Dr. Jessica, Patrick and Hannah, all living in 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. An avid outdoorsman who enjoys cycling, skiing, hiking, canyoneering, and mountaineering. As a past member of the U.S. Triathlon Association, he competed in Ironman distance triathlons.
CA License #0B10881.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Tim's an industry veteran of 38 years and currently a Senior Vice President-Wealth Management Advisor with UBS since March 2012. Prior to UBS, he served in the same role for 23 years at Merrill Lynch. Working primarily with individuals, multi-generational families, small & mid-size business owners, he specializes in the design of custom Estate Planning & Risk Management Strategies. Those strategies focus on the following areas: Asset & Liability Management, Retirement Planning, & Multi-Generational Wealth Preservation. Tim's also a Senior Portfolio Manager within the UBS Portfolio Management Program (PMP). This limited UBS designation allows him to discretionarily manage client portfolios as a Fiduciary.
Education:
Tim played baseball & basketball at Thiel College and Salisbury University.
Originally from upstate New York, he's currently a 40 year resident of St. Petersburg who has 3 adult children: Dr. Jessica, Patrick and Hannah, all living in 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. An avid outdoorsman who enjoys cycling, skiing, hiking, canyoneering, and mountaineering. As a past member of the U.S. Triathlon Association, he competed in Ironman distance triathlons.
CA License #0B10881.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
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 lives in St. Petersburg with her Dog Dishy. Her daughter Lauren lives close by in St. Petersburg with her husband Ryan and their dog Benny.
In her spare time, Rose loves to cook, garden and spend time with family and friends.
Client Associate
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 lives in St. Petersburg with her Dog Dishy. Her daughter Lauren lives close by in St. Petersburg with her husband Ryan and their dog Benny.
In her spare time, Rose loves to cook, garden and spend time with family and friends.
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.
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