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Lawrence Bevis II,

CIMA®

UBS Financial Services, Inc.

Tampa, Florida


Senior Vice President

Wealth Management


ubs.com


University of Florida

Masters of Business Administration

Bachelors of Science, Marketing

UBS 155 Years Serving Investors

Our mission is simple:


Provide client-centered consulting and advisory services to individuals and families, retirement plans, foundations, and endowments.

Why Choose UBS?

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Disciplined Research

Identify Key Trends and Global Drivers

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Strategy Development

Best-case, Baseline, and Worst Case Scenarios

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Review

Recommendations Reviewed by Experts

The Roadmap for Your Future Begins Now

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.

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Our Approach

Benefits

Single point of contact

Coordination of resources

Accountability

Cost efficiencies

Saves time

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Our Process

A consulting process built around your needs.

Discovery process

Develop Investment Policy Statement (IPS)

Investment review

Measure and review

Ongoing plan consulting

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Help You Stay Ahead

33 Years Helping Clients Chart a Financial Plan For Their Goals


Institutional - Managed Accounts - Retirement Plans

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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

The Proof Is In The Numbers

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$77+ Billion

Combined Assets Under Advisement

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150+ Years

Wealth Management Experience

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50+ Countries

With UBS offices

Retirement Planning

Plan - Access - Save - Borrow - Grow

Advice that's relevant, targeted to making your life better.

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Latest Technologies: Map Your Future & Access Accounts

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Meet Larry

Larry is a 7th generation Florida native and completed a tour in the Air Force flying the F-111D prior to beginning his career in financial services.

He currently serves on the Board for the Boys & Girls Club of Tampa Bay and the Board for the Tampa Metro YMCA. He is a member of the University of Florida National Alumni Association and is a proud member and past President of the Kiwanis Club of Tampa. Larry and his wife, Donna, have been married since 1975 and have two sons and three grandchildren.

Certifications


Certifications Certified Investment Management Analyst (CIMA)


Institutional Consultant Series 7, 63, and 65


Securities Licenses


Insurance License

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Get Started Today!

Lawrence Bevis II, CIMA®

Senior Vice President, Wealth Management

Connect With Me

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

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