Experience Makes all the difference

Theresa Bursey

Branch Manager
727-892-2515
800-822-1978

email   Connect with me on LinkedIn



With over 15 years of experience at UBS, Theresa Brings her energy, creativity, and passion for the wealth management business as the Branch Manager of the St. Petersburg Office.  In her role, she serves as an advocate and partner to the financial advisors and support staff that deliver complete wealth management to their clients.  Prior to joining the Tampa Bay community, Theresa held various positions in our home office representing our Advisory Business, UBS Asset Management, the UBS Private Bank, as well as UBS International.  This has given her the knowledge and perspective to help attract and retain HNW and UHNW clientele.  In 2016, Theresa was named the Assistant Market Head for the Florida Gulf Coast Market before she was promoted to become Branch Manager of St. Petersburg in August of 2019.


Registered States:
AL, CT, FL, GA, IL, IN, KY, LA, MA, MI, MN, NC, NJ, NY, OH, PA, TX, WI


Joyce Vick Boettcher

Branch Office Administrator

email