Brian began his 28 year financial services career with Raymond James Financial in 1987.  Prior to joining UBS Financial Services in 2008 he was Sr. Vice President, Sr. Portfolio Manager and Wealth Advisor with Morgan Stanley for over 17 years.  He holds Series 7, 31, 63 and 65 securities licenses and the 2-15 Life, Health and Variable Annuity insurance license.  Brian is a graduate of the prestigious Wharton School of Business Financial Advisory Program where he earned the Wealth Advisor designation.  This designation supports his holistic planning process that is used for each client in helping them pursue their financial goals with confidence.

Brian is a Senior Portfolio Manager, in which he has decision-making authority over client accounts, emphasizing a long-term service arrangement in which clients' interests always come first.  Participation in the Portfolio Management Program (PMP) is a privilege granted to select Financial Advisors who have met certain prescribed educational, compliance and investment management standards, which allows him to tailor-fit client portfolios as a fiduciary.

Very active in the Tampa Bay Community, Brian currently sits on the executive boards of the Florida Dream Center and USIHT and served many years on the executive board of the Boy and Girls Club, Suncoast Chapter.  He is an active participant with the Global Missions division of his church and mentors young business professionals. 

Brian enjoys spending time with family, traveling, boating, fishing, and diving.

Registered States:
AL, AZ, CA, CO, FL, GA, HI, IL, IN, KY, MA, MD, MI, NC, NJ, NY, OK, PA, TN, TX, UT, VA, WA, WV

Edna has pursued a career in the financial services industry for over 30 years. She joined UBS in 1995 from Shearson Lehman, where she worked for 8 years. Previously, she held a similar position at Dean Witter. Edna is licensed by the NASD as a securities agent and investment adviser representative (Series 7, 63 and 65). She is also holds the 215 - Life, Health and Variable Annuity license. A graduate of Florida State University, Edna has achieved the CERTIFIED FINANCIAL PLANNER^TM  designation, having successfully achieved the high academic and ethical requirements of the Certified Financial Planner Board of Standards, Inc. She is actively involved in many professional organizations, including the Financial Planning Association, Network of Executive Women, Business and Professional Women and the Athena Society. She is also a board member of the FSU College of Human Sciences. Edna and her husband are the parents of two children.

Registered States:
AL, AZ, CA, CO, FL, GA, HI, IL, IN, KY, MA, MD, MI, NC, NJ, NY, PA, TN, TX, VA, WA, WV

Ann Marie Atchison is a Wealth Management Associate and has worked in the financial services industry since graduating from the University of South Florida in 1999. She received her Master's in Business Administration from Saint Leo University in June 2006. Ann Marie holds her Series 7, 31, 63 and 65 securities licenses and life and annuities insurance licenses. She is the CSA coach for the Tampa UBS office in addition to her duties as CSA.

Ann Marie believes that the most rewarding part of her job is building strong relationships with clients so that they know they can rely on her. Ann Marie enjoys finding solutions when clients come to her with questions or concerns and prides herself in delivering a superior wealth management experience.

Ann Marie was born and raised in Florida, having attended school in the Temple Terrace area of Tampa from elementary through high school. She has actively fund raised and participated for many years in the American Cancer Society Making Strides Against Breast Cancer walk, in support of her mother, who is a breast cancer survivor. She is an avid hockey fan, enjoys spending time with her nieces, going to theme parks, attending concerts and traveling.

Registered States:
CA, FL, IL, VA