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.
A consulting process built around your needs.
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
Plan - Access - Save - Borrow - Grow
Advice that's relevant, targeted to making your life better.
Latest Technologies: Map Your Future & Access Accounts
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
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