Our mission is simple:
Provide client-centered consulting and advisory services to individuals and families, retirement plans, foundations, and endowments.
Identify Key Trends and Global Drivers
Best-case, Baseline, and Worst Case Scenarios
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.
Single point of contact
Coordination of resources
A consulting process built around your needs.
Develop Investment Policy Statement (IPS)
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
Combined Assets Under Advisement
Wealth Management Experience
With UBS offices
Plan - Access - Save - Borrow - Grow
Advice that's relevant, targeted to making your life better.
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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 Certified Investment Management Analyst (CIMA)
Institutional Consultant Series 7, 63, and 65
Lawrence Bevis II, CIMA®
Senior Vice President, Wealth Management
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