Your life. Your wealth. Your future.

Pursue what matters most

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.}

Start the conversation

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.

Lawrence Bevis

Senior Vice President–Wealth Management
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MS
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Larry is an expert at analyzing complex situations facing high net worth individuals and families, institutional clients, and retirement plans. He develops thoughtful solutions to complex problems, and explains challenging concepts in an easily understood manner. Larry follows a disciplined investment process, and ensures his clients remain on track with their plan.

Larry has been working with clients since 1984, and joined UBS in 1991. He earned the Certified Investment Management Analyst (CIMA®) professional designation and the Institutional Consultant designation. Larry has an MBA and a BS in Marketing from the University of Florida.

Larry is a seventh-generation native of Florida. Prior to beginning his career in financial services, Larry completed a tour in the Air Force flying the F-111D. He currently serves on the Board for the Boys & Girls Club of Tampa Bay and Tampa Metro YMCA and serves on the Parish Advisory Board of Sacred Heart Church in Downtown Tampa. He is past president and member of the University of Florida National Alumni Association, a member of the University of Florida Foundation and is a proud member and past President of the Kiwanis Club of Tampa. Larry is the 2014 recepient of the Community Involvement Award at UBS. Larry and his wife, Donna, have been married since 1975 and have two sons and three grandchildren.
- University of Florida, MBA and BS in Marketing
- Certified Investment Management Analyst®
- Senior Managed Accounts Consultant
- Institutional Consultant, UBS Institutional Consulting Program
- Retirement Plan Consultant
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
Michael Carey, CFP

Senior Vice President–Wealth Management
View bio
- AL
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NY
- OH
- PA
- TN
- TX
- UT
- VA
- VT
- WI
Mike’s education and experience give him a thorough understanding of retirement planning. He uses this knowledge to assist clients with meeting their financial goals. Mike believes that there is no substitute for planning, which is why he begins every client relationship with a thorough financial plan.

Mike joined UBS and the Tampa Wealth Management Group in 2002. Prior to joining the team, Mike worked for 13 years as a Senior Pension Consultant at PricewaterhouseCoopers, where he was the lead consultant for such clients as the PGA Tour, Carnival Cruise Lines and several major healthcare facilities.

Mike has a bachelor’s degree in applied mathematics. He holds the Series 7 and 66 securities licenses, as well as insurance licenses. He has also earned the Certified Financial Planner™ (CFP®) professional designation and is a past member of the Tampa Bay Estate Planning Council. Michael has served on the South Tampa YMCA Board of Directors for several years. He and his wife, Madonna, have been married since 1987 and have one daughter, Madelyn. Mike and Madonna enjoy reading, cooking, entertaining and spending time outdoors, whether it is boating, fishing, playing golf or just relaxing at the beach.
- CERTIFIED FINANCIAL PLANNER™
- Senior Portfolio Manager
- Retirement Plan Consultant
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
J. Scott Knight, CFP

Senior Vice President–Wealth Management
View bio
- AL
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
Scott develops close relationships with his clients so he can assist them with achieving their goals and dreams. He creates customized, comprehensive financial plans and tailors his client's investment plans to have the appropriate amount of risk to match their financial goals. Scott monitors and updates the team's investment portfolio models.

Scott joined UBS in 2001 after 18 years in the produce industry. He is a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) practitioner, a Wealth Advisor, and Portfolio Manager within the UBS Portfolio Management Program. Scott earned a Bachelor's degree in Business Administration from The University of South Florida.

Scott is a sixth-generation Floridian. He and his wife, Stephanie were married in 1990 and have three children and four grandchildren. He is an elder and active member of the Evangelical Presbyterian Church, and enjoys cycling and organic gardening.
- The University of South Florida, Business Administration
- CERTIFIED FINANCIAL PLANNER™
- Senior Portfolio Manager
- Wealth Advisor
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
John Faircloth, Jr. CFP

Senior Vice President–Wealth Management
View bio
- AL
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NY
- PA
- TN
- TX
- UT
- VA
- VT
John helps create customized solutions for corporate retirement plans and high net worth families.

John is a CERTIFIED FINANCIAL PLANNER™ and a graduate of the University of Florida with a degree in Business Administration. He began his career with Merrill Lynch in 1985 and has experience in portfolio management, retirement strategies and estate planning. He holds his Series 7, Series 63, Series 65 and Life, Health and Variable Annuity Insurance Licenses.

John enjoys fishing, boating and sporting events. He has volunteered at various organizations including; Tampa Bay Little League, YMCA, Florida Bar Grievance Committee "13D", Metropolitan Ministries, and The Tampa General Hospital Foundation. John lives in Tampa with his wife Kathy and has two children, J.T. and Jackie.
- University of Florida, Business Administration
- Retirement Plan Consultant
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
Valerie Morris Rodriguez

Team Administrator
View bio
- FL
- GA
- PR
Valerie joined UBS in 1999. In her 20 years at the firm she prides herself in building strong relationships with clients so that they know they can rely on her. When clients come to her with questions or concerns, they know that Valerie will find the solution and will answer their questions thoroughly. Her vast knowledge of UBS systems and procedures is key to streamlining the team's procedures and keeping the team running smoothly. Valerie has been an integral part in hiring and training our interns and support staff. One of Valerie's greatest passions is mentoring our interns and support staff both, within our team and branch.

In her spare time, Valerie participates in local running events, she crochets baby blankets for friends and family expecting babies, a tradition that was started by her grandmother more than 50 years ago. Valerie and her husband Orlando enjoy spending time at the beach and hosting impromptu dinners for their friends and family.
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
Annette Smith

Senior Wealth Strategy Associate
View bio
- AL
- CA
- CO
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- ME
- MI
- MS
- NC
- NH
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WI
As the team's Senior Wealth Strategy Associate, Annette develops customized financial plans for clients, assists with investment research, and handles the trading for the team.

Annette has been working in the financial industry since 2003. Prior to joining UBS in 2015, Annette was a financial paraplanner and specialized in financial planning, retirement plans, and mutual fund product research. She has also worked with International clients and traded fixed income products at Morgan Stanley.

Annette earned her Bachelor's degree in Psychology and a certificate in Performance Management from Florida State University and her M.B.A. from Nova South Eastern University. In addition, Annette holds her Series 7 and 66 licenses as well as her Life, Health, and Variable Annuities license. She is a Florida native from Miami and lives in South Tampa with her husband, two kids, and Jack Russell Terrier. On her free time, she enjoys spending time with her family.
- Florida State University, Psychology
- Nova South Eastern University, M.B.A.
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602

Lawrence Bevis

Senior Vice President–Wealth Management
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MS
- MT
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Larry is an expert at analyzing complex situations facing high net worth individuals and families, institutional clients, and retirement plans. He develops thoughtful solutions to complex problems, and explains challenging concepts in an easily understood manner. Larry follows a disciplined investment process, and ensures his clients remain on track with their plan.

Larry has been working with clients since 1984, and joined UBS in 1991. He earned the Certified Investment Management Analyst (CIMA®) professional designation and the Institutional Consultant designation. Larry has an MBA and a BS in Marketing from the University of Florida.

Larry is a seventh-generation native of Florida. Prior to beginning his career in financial services, Larry completed a tour in the Air Force flying the F-111D. He currently serves on the Board for the Boys & Girls Club of Tampa Bay and Tampa Metro YMCA and serves on the Parish Advisory Board of Sacred Heart Church in Downtown Tampa. He is past president and member of the University of Florida National Alumni Association, a member of the University of Florida Foundation and is a proud member and past President of the Kiwanis Club of Tampa. Larry is the 2014 recepient of the Community Involvement Award at UBS. Larry and his wife, Donna, have been married since 1975 and have two sons and three grandchildren.
- University of Florida, MBA and BS in Marketing
- Certified Investment Management Analyst®
- Senior Managed Accounts Consultant
- Institutional Consultant, UBS Institutional Consulting Program
- Retirement Plan Consultant
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
Michael Carey, CFP

Senior Vice President–Wealth Management
View bio
- AL
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NY
- OH
- PA
- TN
- TX
- UT
- VA
- VT
- WI
Mike’s education and experience give him a thorough understanding of retirement planning. He uses this knowledge to assist clients with meeting their financial goals. Mike believes that there is no substitute for planning, which is why he begins every client relationship with a thorough financial plan.

Mike joined UBS and the Tampa Wealth Management Group in 2002. Prior to joining the team, Mike worked for 13 years as a Senior Pension Consultant at PricewaterhouseCoopers, where he was the lead consultant for such clients as the PGA Tour, Carnival Cruise Lines and several major healthcare facilities.

Mike has a bachelor’s degree in applied mathematics. He holds the Series 7 and 66 securities licenses, as well as insurance licenses. He has also earned the Certified Financial Planner™ (CFP®) professional designation and is a past member of the Tampa Bay Estate Planning Council. Michael has served on the South Tampa YMCA Board of Directors for several years. He and his wife, Madonna, have been married since 1987 and have one daughter, Madelyn. Mike and Madonna enjoy reading, cooking, entertaining and spending time outdoors, whether it is boating, fishing, playing golf or just relaxing at the beach.
- CERTIFIED FINANCIAL PLANNER™
- Senior Portfolio Manager
- Retirement Plan Consultant
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
J. Scott Knight, CFP

Senior Vice President–Wealth Management
View bio
- AL
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
Scott develops close relationships with his clients so he can assist them with achieving their goals and dreams. He creates customized, comprehensive financial plans and tailors his client's investment plans to have the appropriate amount of risk to match their financial goals. Scott monitors and updates the team's investment portfolio models.

Scott joined UBS in 2001 after 18 years in the produce industry. He is a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) practitioner, a Wealth Advisor, and Portfolio Manager within the UBS Portfolio Management Program. Scott earned a Bachelor's degree in Business Administration from The University of South Florida.

Scott is a sixth-generation Floridian. He and his wife, Stephanie were married in 1990 and have three children and four grandchildren. He is an elder and active member of the Evangelical Presbyterian Church, and enjoys cycling and organic gardening.
- The University of South Florida, Business Administration
- CERTIFIED FINANCIAL PLANNER™
- Senior Portfolio Manager
- Wealth Advisor
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
John Faircloth, Jr. CFP

Senior Vice President–Wealth Management
View bio
- AL
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MS
- NC
- NH
- NJ
- NY
- PA
- TN
- TX
- UT
- VA
- VT
John helps create customized solutions for corporate retirement plans and high net worth families.

John is a CERTIFIED FINANCIAL PLANNER™ and a graduate of the University of Florida with a degree in Business Administration. He began his career with Merrill Lynch in 1985 and has experience in portfolio management, retirement strategies and estate planning. He holds his Series 7, Series 63, Series 65 and Life, Health and Variable Annuity Insurance Licenses.

John enjoys fishing, boating and sporting events. He has volunteered at various organizations including; Tampa Bay Little League, YMCA, Florida Bar Grievance Committee "13D", Metropolitan Ministries, and The Tampa General Hospital Foundation. John lives in Tampa with his wife Kathy and has two children, J.T. and Jackie.
- University of Florida, Business Administration
- Retirement Plan Consultant
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
Valerie Morris Rodriguez

Team Administrator
View bio
- FL
- GA
- PR
Valerie joined UBS in 1999. In her 20 years at the firm she prides herself in building strong relationships with clients so that they know they can rely on her. When clients come to her with questions or concerns, they know that Valerie will find the solution and will answer their questions thoroughly. Her vast knowledge of UBS systems and procedures is key to streamlining the team's procedures and keeping the team running smoothly. Valerie has been an integral part in hiring and training our interns and support staff. One of Valerie's greatest passions is mentoring our interns and support staff both, within our team and branch.

In her spare time, Valerie participates in local running events, she crochets baby blankets for friends and family expecting babies, a tradition that was started by her grandmother more than 50 years ago. Valerie and her husband Orlando enjoy spending time at the beach and hosting impromptu dinners for their friends and family.
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
Annette Smith

Senior Wealth Strategy Associate
View bio
- AL
- CA
- CO
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- ME
- MI
- MS
- NC
- NH
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WI
As the team's Senior Wealth Strategy Associate, Annette develops customized financial plans for clients, assists with investment research, and handles the trading for the team.

Annette has been working in the financial industry since 2003. Prior to joining UBS in 2015, Annette was a financial paraplanner and specialized in financial planning, retirement plans, and mutual fund product research. She has also worked with International clients and traded fixed income products at Morgan Stanley.

Annette earned her Bachelor's degree in Psychology and a certificate in Performance Management from Florida State University and her M.B.A. from Nova South Eastern University. In addition, Annette holds her Series 7 and 66 licenses as well as her Life, Health, and Variable Annuities license. She is a Florida native from Miami and lives in South Tampa with her husband, two kids, and Jack Russell Terrier. On her free time, she enjoys spending time with her family.
- Florida State University, Psychology
- Nova South Eastern University, M.B.A.
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602

US banking sector update: Where we are now

Elena Guglielmin, CIO Credit Analyst for European Financials, David Lefkowitz, Head of Equities Americas, Bradley Ball, US Financials Sector Strategist, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, sat down to discuss the latest developments in the wake of the collapse of Silicon Valley Bank and Signature Bank, the broader market and economic impact, and investment implications moving forward.

Retirement planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Your life. Your wealth. Your future.

Pursuing your goals together

Lawrence Bevis

Michael Carey, CFP

J. Scott Knight, CFP

John Faircloth, Jr. CFP

Valerie Morris Rodriguez

Annette Smith