A plan for today, tomorrow and generations to come

• AK
• AL
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• DE
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• LA
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With over 30 years of experience, John leads the team in developing in-depth financial plans and wealth management strategies for individual clients. He 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 clients' trust while helping them to reach their life goals and aspirations. He strives to always do what is best for our 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. John came to UBS in 2008 and is a graduate of the Wharton School of Business Financial Advisory Program where he earned the Wealth Advisor designation. Most recently John was honored as a Forbes Best-in-State Wealth advisor in Florida for 2023.

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. 

• Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• Senior Portfolio Manager

• 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. Most recently, Mallory worked on The Clegg Group, a UBS team in Bonita Springs.

Mallory currently serves on the board of the Sunken Gardens Forever Foundation, is heavily involved in the St. Petersburg chapter of Junior League, and is an active member of St. Petersburg Debutante society. She graduated from the University of Miami, where she majored in economics. Mallory 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.

• FL

Mackenzie began her career in financial services four years ago as an intern at UBS. Her role on the team is primarily operational, working closely with the team to respond to client service requests swiftly and accurately. Mackenzie is known for delivering exemplary client service with attention to detail and enthusiasm for exceeding clients' expectations. Her dedication to the overall client experience is unparalleled. She graduated from the University of Tampa with a Bachelor’s of Science in Finance and currently holds the Series 7 and 66 licenses. 

Born and raised in Buffalo, NY, Mackenzie now lives locally in Tampa. She enjoys taking trips to Disney World, traveling, visiting family, and trips to the park with her dog Pickles.

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.