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Larry Bevis

UBS Financial Services, Inc 

lawrence.bevis@ubs.com

813-227-2842

Lawrence Bevis II, CIMA®

Senior Vice President
Wealth Management, Tampa, Florida

lawrence.bevis@ubs.com


Certifications:

  • Certified Investment Management Analyst (CIMA®)
  • Institutional Consultant 
  • Series 7, 63, and 65 Securities Licenses 
  • Insurance License


Education:

Masters of Business Administration

Bachelors of Science, Marketing

University of Florida

My Purpose:  Help You Stay Ahead

33 Years Helping Clients Chart a Financial Plan For Their Goals

Institutional | Managed Accounts | Retirement Plans

Registered States: 

AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI

How I Add Value

Deep Expertise Drives Value Helping Clients With a Thoughtful, Targeted Investment Plan and Process

Why Choose UBS for Institutional Accounts?

Disciplined Research
Identify Key Trends and Global Drivers

Strategy Development
Best-case, Baseline, and Worst Case Scenarios

Review
Recommendations Reviewed by Experts

UBS History - 155 Years Serving Investors

More Billionaires Work with UBS Than Any Other Firm

https://www.ubs.com/us/en.html

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

Advice that’s relevant, targeted to making your life better

Plan | Access | Save | Borrow | Grow

The Roadmap for Your Future - Begins Now

Our first priority is to talk with youTogether 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.

Latest Technologies: Map Your Future & Access Accounts


Our Approach


      Our Process


LARRY | BACKGROUND & SERVICE

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.

Flying the F-111D in the Air Force
Florida Forward 2016

Lets Connect Today

Lawrence Bevis II, CIMA®

Senior Vice President, Wealth Management

UBS Financial Services, Inc.

813-227-2842

lawrence.bevis@ubs.com

Connect with me on LinkedIn

Meet our Team

 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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