First Vice President–Wealth Management
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:
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:
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.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
First Vice President–Wealth Management
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:
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:
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.
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 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.
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 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.
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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