An experienced and committed team

Knowledge powered by experience 

A second-generation financial advisor with over 35 years of experience, Dane is the senior member and founder of The Urie-Taylor Group. 

As a Senior Portfolio Manager, Dane oversees all investment models that we implement for our clients based on their individual needs. With extensive experience in investment research, he specializes in finding investment options that mitigate risk and build diversified portfolio's that help our clients achieve their goals. Dane also specializes in working with families to help them develop estate planning strategies to protect and honor the legacies that many clients have so carefully built.

Credentials that inspire confidence

Dane entered the financial services industry in 1986 when he joined the Clearwater office of Merrill Lynch. Seven years later, he merged his practice with his father‘s in St. Petersburg, a 34-year veteran of Merrill Lynch himself. This is where Dane established his partnership with Chris Taylor. Dane and Chris moved their practice to UBS in 2012. He earned his B.A. in finance from the University of South Florida and maintains his Series 7, 63 and 65 securities licenses, as well as the State of Florida life insurance and variable annuity licenses. Dane is certified in all UBS Portfolio Management Programs. 

Outside of UBS

Dane and his wife Debbie have four children, two of which work alongside him on the team. Dane enjoys traveling, skiing and most of all spending time with his seven grandchildren.

Knowledge powered by experience

For more than 30 years, Chris has been committed to providing holistic wealth planning based on a true understanding of what makes our clients‘ lives better. As a result, Chris establishes confidence in our clients by making sense of their unique financial situations.

Chris focuses primarily on goals-based financial planning with considerable experience in wealth preservation and tax-deferred strategies. He coordinates directly with other trusted professionals to design and implement a plan that will help our clients feel confident, comfortable, and prepared for the future. Chris works with a wide range of families and professionals, specializing in advising business owners to help formulate unique business transition and exit strategies.

Credentials that inspire confidence

Chris began his career at Merrill Lynch in 1992 working under Dane Urie's father, Richard. Soon after, he partnered with Dane in 1993 to establish The Urie-Taylor Group. He earned his B.S. in finance and an M.B.A. from the Florida State University. He has completed UBS Wealth Management Education and is certified in all UBS Portfolio Management Programs. Chris holds his Series 7, 63 and 65 securities licenses, as well as the State of Florida life insurance, health insurance and variable annuity licenses. Lastly, Chris hold an industry designation as a Certified Financial Planner®. This is a formal recognition of expertise in personal financial planning, retirement planning and estate planning strategies.

Outside of UBS

As a top community fund-raiser, Chris has served on many past boards. These include the Academy of Finance at Northeast High and the executive committee for the Exchange Club of Northeast St. Petersburg. He and his wife Karen have four children, one of which works alongside him on the team. In his spare time, he enjoys spending time with his family, golfing and boating.

Knowledge powered by experience

Establishing his career with UBS in 2015, Trae joined the Wealth Advisory Group at the UBS Wealth Management Americas headquarters in Weehawken, NJ. Trae continued on to join The Urie-Taylor Group in St. Petersburg in 2016. Trae brings in-depth knowledge of our current financial planning programs and software. His experience with the Wealth Advisory Group has given him a unique insight across the financial services industry. Trae is a Financial Advisor with our team and specializes in all areas of lending and retirement planning services.

Credentials that inspire confidence

Trae is a graduate of Florida State University with a B.S. in finance. Trae has his Series 7 and 66 securities licenses, as well as the State of Florida life insurance, health insurance and variable annuity licenses. Trae holds an industry designation as a Chartered Retirement Planning Counselor®. This is a formal recognition proving in-depth knowledge of clients' needs, both before and after retirement, helping create a "road map for retirement".

Outside of UBS

Trae enjoys helping out in the community as a member the Rotary Club of St. Petersburg Sunrise. He also enjoys traveling with his wife Jennifer and their daughter Rory.

Knowledge powered by experience

Jhett began his career at UBS in 2017 as a Wealth Management Associate for The Urie-Taylor Group. During that time, he gained knowledge in all aspects of account operations, as well as client service. Currently, Jhett is a Financial Advisor working with clients on long-term financial planning and investment strategies. Jhett holds a Certified Exit Planning Advisor designation recognizing his expertise in working with business owners to help them plan for the sale and transition of their business. Lastly, Jhett is the head of business development for our team constructing and communicating all marketing efforts to ensure our clients are always up to date on our services and capabilities.

Credentials that inspire confidence

Graduating from Florida State University in 2017, Jhett earned a B.S. degree in finance. He currently holds his Series 7 and 66 securities licenses, as well as the State of Florida life insurance, health insurance and variable annuity licenses. Jhett also holds a Certified Exit Planning Advisor designation representing industry expertise in working with business owners to plan for the eventual sale or transition of their business.

Outside of UBS

Jhett enjoys golfing and spending time with his family. He and his wife Jillian have two children, Callan and Casher. He and Jillian volunteer with Ronald McDonald Charities Tampa Bay where his wife Jillian previously worked to provide a "home-away-from-home" for families who have a child receiving medical treatment in a nearby hospital.

Knowledge powered by experience

Beginning her career in financial services in 1998, Chris is a Team Administrator with The Urie-Taylor Group. She leads our team in administrative and operational support bringing a wealth of experience, skill, and knowledge to all situations. As part of our commitment to service, Chris works to develop a personal connection with our clients and their families to help manage the ups and downs of life. As a primary point of contact, she uses her expertise to help our clients navigate complex administrative processes.

Credentials that inspire confidence

With more than 20 years of client service experience, Chris brings insight to all aspects of the financial industry. She maintains her Series 7, 9, 63 and 65 securities licenses.

Outside of UBS

Chris engages in various volunteer work within the community, as well as actively participating in the UBS Community Affairs. She also enjoys spending time with her three children, reading and sports.

Knowledge powered by experience

Katie began her career at UBS in 2018 as a Branch Office Administrator, a role that allowed her to learn the technology and administration of running a wealth management office. Upon becoming a fully registered financial professional in 2019, Katie transitioned into her role as a Wealth Management Associate. Currently, Katie works alongside Chris Urban to provide exceptional client service and administrative expertise. Lastly, she is the team technology specialist helping clients connect and simplify their financial life.

Credentials that inspire confidence

Katie graduated from Florida State University, earning a Bachelor of Science in Hospitality and Tourism Management, and is currently pursuing a master’s degree in Business Administration at the University of South Florida. Katie actively holds her Series 7 and 66 securities licenses.

Outside of UBS

Katie actively volunteers for ALPHA House, a local charity providing a safe residence and supportive services to homeless pregnant women and babies. She also enjoys reading on the beach, traveling, and spending time with family and friends.