A plan for today, tomorrow and generations to come

When it comes to caring for the family you love, the business you’ve built and the legacy you hope others will honor and remember, it’s more important than ever to have a team you can trust to guide you forward. With over 100 years of experience and a team that spans across three generations, Posey Bass Financial Group is dedicated to serving families in the Tampa Bay area. We work with a select number of successful individuals to help them navigate the unique challenges of financial success. Our mission is our clients’ financial lives, so they can focus on what matters most.

Team w/o Jack

Our Planning Based Approach

Our goal is to understand the heart of what you want to accomplish, as well as to gain a thorough and clear picture of your current circumstances. Our strategic approach to wealth focuses on clients’ needs over the day to day noise of the market, helping them invest for the long term. Through deeper conversations, we clarify what you’d like to accomplish and map out the solutions for every phase of your life. You articulate your aspirations, and we’ll help achieve them. Whether you’re pursing retirement, making and investment or forging a legacy, creating a sound financial plan is the first step to pursuing your financial goals today, tomorrow and for generations to come.

  • John Posey

    John Posey

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

    • image
    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    With over 30 years of experience, John is committed to providing a comprehensive wealth management experience to ultra high net worth families and individuals. His emphasis on financial planning and strategy help clients stay the course even during tenuous markets. John takes the most pride in earning his clients' trust while helping them to reach their life goals and aspirations. He strives to always do what is best for his clients and is dedicated to helping them transform a lifetime of achievement into a legacy that lives on for generations to come.

    John earned his Bachelor's degree in business administration at Campbell University, where he was a baseball All-American selection. After graduating, he played professional baseball with the Baltimore Orioles, the Philadelphia Phillies and the Chicago Cubs. In 1991, John entered the financial services industry by joining Dean Witter Reynolds, currently known as Morgan Stanley. 

    Away from the office, John has deeply rooted ties to the community, serving on many boards including The Vincent House and a former board member of the Canterbury School of Florida. John and his wife, Lisa, have four daughters: Mallory, Madison, Miranda and Milan. John and his family live in Gulfport, Florida. 

        • Senior Portfolio Manager
        150 Second Avenue North
        Suite 1000
        Saint Petersburg, FL 33701
      • William Bass

        William A. Bass III, CIMA®

        Senior Vice President–Wealth Management

        Senior Managed Accounts Consultant

        • image
        • image
        • image
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IL
        • MA
        • MD
        • MI
        • MN
        • MO
        • NC
        • NJ
        • NM
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • WI

        Bill is a Senior Vice President of Investments on the Posey Bass Financial Services team. He has more than 35 years of experience in financial services, beginning his career on Wall Street with what was then PaineWebber. Bill's tenure in the industry has given him the knowledge and expertise necessary to understand and solve complex financial challenges as well as identify new opportunities. Bill brings an experienced perspective and skill set to advising clients. He is a passionate problem solver and is constantly striving to improve the probability of success for each client.

        As a Certified Investment Management Analyst, Bill has undergone the extensive training necessary to specialize in technical portfolio construction and investment consulting. 

        Bill and his wife live in Seminole, Florida with their daughters, Lexie and Chelsea. In his spare time, Bill has a passion for drawing and the arts. 

        • Barron's Top 1,000 Financial Advisors, 2009The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

          • Senior Managed Accounts Consultant
          150 Second Avenue North
          Suite 1000
          Saint Petersburg, FL 33701
        • Mal

          Mallory Posey

          Associate Director

          Financial Advisor

          • image
          • image
          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • HI
          • IL
          • IN
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI
          • WV

          Mallory is responsible for business development, key marketing initiatives and helping provide the advice and service that our clients have come to expect. Mallory’s well rounded background in financial services, work ethic and dedication to the families we serve make her an ideal Financial Advisor for the team.

          Mallory has grown up in the industry, starting her career six years ago at UBS’s headquarters in Weehawken, NJ. She worked as a Marketing Specialist for two years, building a foundation of knowledge in financial services and familiarizing herself with the expansive resources available at UBS. In 2018, Mallory transitioned into a management role in Tampa, FL, where she trained financial advisors, their teams and clients on UBS’s technology platforms. Her favorite meetings were walking clients through our online resources, apps and technology that made finding information quicker and easier. Most recently, Mallory worked on The Clegg Group, a UBS team in Bonita Springs. In this role, she was responsible for the development and execution of strategic branding, business expansion initiatives as well as working closely with existing clients. During her time as a Business Development Specialist, Mallory gained a pivotal knowledge of the wealth management industry before joining us at The Posey Bass Financial Group, bringing her own value and ideas to our team.

          Mallory graduated from the University of Miami, where she majored in economics. She resides in sunny St. Petersburg, FL, where she enjoys working out, going on walks with her dog Laila and visiting with her three younger sisters.

                150 Second Avenue North
                Suite 1000
                Saint Petersburg, FL 33701
              • Lexie

                Alexa Bass

                Intern

                • image
                • image

                  Lexie is currently finishing her bachelor’s degree at the University of Central Florida, where she is majoring in history with a minor in anthropology. She began working as an intern for The Posey Bass Financial Group immediately following high school graduation and has been with the team for four years. As an intern, she has been gaining exposure in areas such as client service, event coordinating and business development. When Lexie is not in the office or the classroom, she’s likely out on a run or at the dog club, training one of her three dogs.

                        150 Second Avenue North
                        Suite 1000
                        Saint Petersburg, FL 33701
                      • Maggie

                        Maggie Martinez

                        Authorized Officer

                        Team Administrator

                        • image
                        • image
                        • FL

                        Maggie joined UBS in 2005 and has over 25 years of Financial Industry experience. Maggie now leads our team in administrative and operational support bringing a wealth of experience, skill, and knowledge to all situations. She oversees the team to ensure we respond to service requests quickly and accurately. Maggie enjoys reading, gardening, flea markets and DIY Projects.

                              201 North New York Ave
                              Winter Park, FL 32789
                            • image

                              Jessica Albino

                              Senior Client Associate

                              • image
                              • image
                              • AL
                              • CA
                              • DC
                              • DE
                              • FL
                              • GA
                              • IL
                              • IN
                              • LA
                              • MA
                              • MD
                              • MI
                              • MN
                              • MS
                              • NC
                              • NJ
                              • NY
                              • PA
                              • SC
                              • TN
                              • TX
                              • VA

                              Jessica joined UBS in 2016. She has over 20 years of financial industry experience and is fully registered - series 7 and 66. Jessica specializes in all items client service related and uses her expertise to anticipate client needs and navigate complex problems. Her dedication to the overall client experience is unparalleled. Jessica is bilingual, fluent in Spanish and English. She graduated from the University of Phoenix with an MBA. She is married to Abimael, has 4 children and 4 grandchildren. In her free time, Jessica loves spending time outdoors with her family and is an active member of her church.

                                    One Independent Drive
                                    Independent Square
                                    Jacksonville, FL 32202
                                  • image

                                    Patricia Green

                                    Director

                                    Senior Wealth Management Banker

                                  • image

                                    Anthony Liotti

                                    Managing Director

                                    Head of WMA Fixed Income Sales

                                  Our Focus

                                  John and William sitting at desk

                                  Retirees

                                  John Posey

                                  Multigenerational Families

                                  William Bass

                                  Business Owners

                                  Insights

                                  Investors aren't panicking …

                                  UBS Investor Watch

                                  Keeping up with the latest insights can give you great ideas for making the most of your wealth. That's where UBS Investor Watch comes in, bringing you the views of investors around the world. Explore our reports and see how they might help you reach your goals.

                                  Want fresh insights into what matters most to you?