Lawrence Bevis II,
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
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?
Disciplined Research
Identify Key Trends and Global Drivers
Strategy Development
Best-case, Baseline, and Worst Case Scenarios
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.
Our Approach
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
The Proof Is In The Numbers
$77+ Billion
Combined Assets Under Advisement
150+ Years
Wealth Management Experience
50+ Countries
With UBS offices
Retirement Planning
Plan - Access - Save - Borrow - Grow
Advice that's relevant, targeted to making your life better.
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
Get Started Today!
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