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Lawrence Bevis II, CIMA®


UBS Financial Services, Inc.

Tampa, Florida


Senior Vice President

Wealth Management


lawrence.bevis@ubs.com

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.  

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.  

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  

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 

The Proof Is In The Numbers

$77+ Billion

Combined Assets Under Advisement

150+ Years

Wealth Management Experience

50+ Countries

With UBS offices

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  

Retirement Planning

Plan - Access - Save - Borrow - Grow

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

Latest Technologies: Map Your Future & Access Accounts


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 


lawrence.bevis@ubs.com

+1 (813)-227-2842  


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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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