CIMA®
UBS Financial Services, Inc.
Tampa, Florida
Senior Vice President
Wealth Management
iFOLIO Advisory Investor Board
University of Florida
Masters of Business Administration
Bachelors of Science, Marketing
Our mission is simple:
Provide client-centered consulting and advisory services to individuals and families, retirement plans, foundations, and endowments.
Disciplined Research
Identify Key Trends and Global Drivers
Strategy Development
Best-case, Baseline, and Worst Case Scenarios
Review
Recommendations Reviewed by Experts
Our first priority is to talk to you.
Together we will map out your personal and professional financial goals. We will work with you to create a fully integrated plan for managing your wealth. We will help you explore opportunities to grow and protect your wealth and prepare for any potential obstacles. You will have the broadest selection of resources from within UBS and our external partners to execute your goals together.
Benefits
Single point of contact
Coordination of resources
Accountability
Cost efficiencies
Saves time
Our Process
A consulting process built around your needs.
Discovery process
Develop Investment Policy Statement (IPS)
Investment review
Measure and review
Ongoing plan consulting
Help You Stay Ahead
33 Years Helping Clients Chart a Financial Plan For Their Goals
Institutional - Managed Accounts - Retirement Plans
UBS Institutional Account Business Profile
Unique Capabilities Backed by the World's Largest Wealth Manager
✓ $77 Billion AUM
✓ 100 Consultants
✓ Separate Form ADV
✓ 33 years in Operation
$77+ Billion
Combined Assets Under Advisement
150+ Years
Wealth Management Experience
50+ Countries
With UBS offices
Plan - Access - Save - Borrow - Grow
Advice that's relevant, targeted to making your life better.
Lawrence Bevis II, CIMA®
Senior Vice President, Wealth Management
Disclaimer
Products and services mentioned on these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com