An experienced and committed team

Knowledge powered by experience

With over 30 years of experience, Chris is the senior team member and leader of The-Urie Taylor Group. Chris has built his career by providing holistic wealth management based on a true understanding of what makes our clients‘ lives better. As a result, he can make sense of our clients unique financial situations.

As a Certified Financial Planner™ and Senior Portfolio Manager, Chris brings considerable experience in all aspects of comprehensive financial planning and investment management. In addition to his own expertise, Chris coordinates directly with our clients’ other trusted professionals to design and implement a plan that will help them feel confident and prepared for the future.

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, and one grandson. 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

Katie is a Senior Wealth Strategist with The Urie-Taylor Group, where she focuses on long-term financial and education planning, with an emphasis on educating the next generation. She began her career at UBS in 2018, taking on several administrative and operational roles that provided her with a broad and in-depth knowledge of the wealth management industry. Katie joined the Urie-Taylor Group, a year later then, in 2019.

Credentials that inspire confidence

Katie graduated from Florida State University, earning a Bachelor of Science in Hospitality and Tourism Management, and later earned a Masters in Business Administration at the University of South Florida. Katie actively holds her Series 7 and 66 securities licenses, as well as the State of Florida life insurance, health insurance and variable annuity licenses. 

Outside of UBS

Katie actively volunteers with the Johns Hopkins All Children's Hospital Guild - Evening Branch, a group of ladies raising money to support our community's local children's hospital. She also enjoys reading on the beach and spending time with her husband, Justin, and their son, Elias. 

Knowledge powered by experience

Having begun her career in financial services in 1998, Chris is the Team Administrator for 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. With her expertise, she helps our clients navigate complex administrative processes as their primary point of contact.

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.