Experience Makes all the difference

“Our goal is to deliver a seamless experience that helps to convey confidence and comfort to clients.”

At Kilgroe, Frantzis, Quinty & Associates Wealth Management we help you preserve and grow your wealth by identifying goals, building a strategy, implementing solutions and periodically reviewing progress. Each step is an essential building block that helps us move forward. At the core of our process is a structured communication plan, which includes formal meetings, monthly calls and performance updates.

Along with your attorneys, accountants and insurance experts, we coordinate the financial strategy. Doing so helps to ensure that your team is communicating and working together on a wide range of specialty areas. For you, this translates into an increased awareness of how each part of your financial life can affect the others—and can enhance the ability to make choices that help achieve balance among them.

As we work with you throughout the process, our conscientious attention to detail—and to you—is designed to earn your trust and satisfaction. We hope to build this kind of relationship with you in the years to come.

Matthew Kilgroe

Managing Director - Wealth Management
Senior Portfolio Manager
727-892-2503
matthew.kilgroe@ubs.com

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Matt began his career at Merrill Lynch in 1991 and transitioned Kilgroe, Frantzis and Associates to UBS Financial Services in 2012.  He designs customized wealth management solutions intended to address the needs of business executives, entrepreneurs, physicians and professional athletes.  In line with the holistic approach of the team, Matt assists clients in areas ranging from cash and asset management, estate planning, lending and risk strategies.  As a Senior Portfolio Advisor, Matt can build and manage customized portfolio strategies tailored to client's specific needs.  He focuses on managing relationships with the families the team serves as well as directing team strategy and business development efforts.

Matt was selected as one of Barron's Top 1000 Financial Advisors in 2012, 2011 2010 and 2009, as well as on of Barron's Top 1200 Financial Advisors in 2018, 2017, 2016, 2015 and 2014.  A graduate of Eckerd College in St. Petersburg, Matt has a bachelor's degree in creative writing.  He enjoys spending time with his children Carrington, Kent and Jillian as well as playing basketball.


Registered States:
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, MI, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV


Peter H. Frantzis

Senior Vice President - Wealth Management
727-892-2510
peter.frantzis@ubs.com

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Pete joined UBS Financial Service Inc. in 2012 after 10 years at Merrill Lynch. Prior to working at Merrill Lynch, Pete was a senior-level retail bank executive for 16 years. Pete focuses on assisting affluent clients with their investment and estate planning needs. He offers wealth management and wealth transfer strategies, and retirement planning services. He enjoys knowing that he is building strong relationships with clients and helping to guide them in pursuit of their financial goals.

Pete is a graduate of the University of Tampa and holds a bachelor’s degree in management and marketing. He lives in Lakeland with his wife, Sheri, and their four children, Kaylea, Brandi, Ali and Robby. Pete is active in his community and serves as a member of Lakeland High School Dugout Club, Achievement Academy Board and FCA Board.


Registered States:
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, MI, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV


David B. Quinty, CRPC®

Senior Vice President - Wealth Management
Senior Portfolio Manager
Chartered Retirement Planning Counselor (CRPC®)
727-892-2509
david.quinty@ubs.com

Dave began his career with Merrill Lynch in 1973 and joined UBS Financial Services Inc. in the fall of 2013. He has spent over four decades serving the needs of high net worth individuals, families and businesses. Dave delivers an experienced approach to wealth management, investment portfolios and retirement strategies. Dave's areas of focus include retirement analysis, equity advisory and estate planning. As a Portfolio Manager, Dave is qualified to offer discretionary portfolio management through UBS's Portfolio Management Program PMP®. He also holds the CRPC® (Chartered Retirement Planning Counselor SM) designation which he earned from The College of Financial Planning.

Dave has been involved with the United Way, Leukemia Society and has been volunteering for the Boy Scouts of America for over two decades. He earned his Bachelor's degree in Chemical Engineering from Drexel University with advanced studies in business at Temple University and The Wharton School at The University of Pennsylvania.

            Dave and his wife Toni live in St. Petersburg and enjoy spending time with their horses, fishing and other outdoor activities. They have two adult sons, both graduates of The University of Florida; Shane is a Captain in the US Army and Ryan is also a member of our Financial Advisory team at UBS.


Registered States:
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, MI, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV


Thomas M. Kidwell, CRPC®

Vice President - Wealth Management
Chartered Retirement Planning Counselor (CRPC®)
727-892-2512
tommy.kidwell@ubs.com

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Tommy focuses on developing wealth accumulation strategies for affluent clients to help them pursue their financial goals. He takes the time to get to know clients in order to offer easy-to-understand, individualized wealth management solutions. Tommy makes client-centric recommendations based on specific asset allocations that reflect a client’s need for wealth preservation, growth and income. He holds a Chartered Retirement Planning Counselor (CRPC®) designation, which assists him in developing retirement planning strategies for professional athletes and high net worth clients.

A graduate of Yale University in New Haven, Connecticut, Tommy earned a bachelor’s degree in American studies. He lives in St. Petersburg with his wife, Melissa, and their children Kaitlyn and Easton.


Registered States:
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, MI, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV


Christopher Ryan Quinty, CFP®

Account Vice President
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
727-892-2506
ryan.quinty@ubs.com

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Ryan focuses on assisting individuals, families and businesses with the development of retirement, education, and estate planning solutions. He uses a consultative and objective approach, showing his commitment to the needs of his clients. Ryan takes the time to understand the client's financial situation and goals and offers asset allocation solutions and recommendations designed to help protect and grow their wealth.

Ryan is involved with the American Cancer Society and the University of Florida Alumni Association. He earned a Bachelor's degree in Biology from the University of Florida. In his free time, Ryan enjoys outdoor activities, volunteering, and reading. 


Registered States:
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, MI, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV


Eric Michael Branson

First Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Portfolio Management Program Financial Advisor
727-892-2530
eric.branson@ubs.com
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Eric began his career in the U.S. Army as a combat engineer in Germany.  His unit was called upon as a forward rapid deployment force to provide safe passage to the battlefield for our troops.  He was honorably discharged as a Private First Class in July 1991.

Eric entered St. Pete College upon his return to study Business Administration and graduated with High Honors in 1995.

Eric studied for and earned his Series 7 license in 1996 and entered the Financial Services Industry.  Eric chose UBS Financial Services Inc. to grow his practice based on their broad open architecture platform for clients.  As the needs of clients have changed over the years Eric has put his emphasis on developing out a wealth management practice focused on navigating his clients through the transitions of life. 

His goal from the time he meets a client candidate for a private briefing is to fully understand the individuals needs as it pertains to the transitions that lie ahead of them.  Only after working through his process is he confident directing an action plan to move forward. 

Eric is an active member of the Tampa Bay area community currently volunteering as a Children's Supervisor with Bible Study Fellowship, active member of First Baptist Church St. Petersburg, past chair of the Suncoast Center for Community Mental Health, past chair of PARC, past president of the All Children's Hospital Foundation Development Council.

 


Registered States:
AL, CT, FL, GA, IL, IN, MD, MI, NC, NJ, NY, RI, SC, TN, TX, VA


Adam Hess

Financial Advisor
727-892-2550
adam.hess@ubs.com

Adam focuses on developing tailored wealth plans and strategies that meet the needs of professional athletes, entrepreneurs and working professionals throughout their careers and into retirement. He strives to provide not only financial peace of mind but also enhanced planning services that preserve his clients’ most precious resource: time.

Prior to joining UBS, Adam played professional basketball for 13 years in Europe. Having been through this condensed career lifecycle, he is uniquely positioned to address the multiple challenges facing those in their early to mid-career stages, as well as the financial concerns and psychological impacts of retirement. Moreover, his life overseas has provided him extensive experience in navigating the financial complexities of clients who relocate abroad or to the United States. Adam is a passionate advocate for his clients, serving as their trusted partner and an indispensable resource throughout all their financial decisions.

He was an Academic All-American and has a BBA in Finance from the College of William & Mary. Over the years, he has been a regular writer for many basketball industry related sites and has been involved with many youth basketball camps. Adam and his wife, Julia, live in St. Petersburg, FL, with their two daughters, Emily and Lexi.


Registered States:
CA, CO, FL, IA, IL, IN, MI, MO, NC, NV, NY, PA, TX, UT


David R. Lackore

Authorized Officer
Team Administrator
727-892-2518
david.lackore@ubs.com

David joined UBS in 2012 after six years at Merrill Lynch and one year in the banking industry. As Team Administrator, he oversees business operations and client-based services for the team, including the administration of the client service program, maintaining the team calendar, creating proposals and coordinating portfolio reviews. David responds to all client service requests, helping to ensure that they receive the highest level of service possible.

A graduate of the University of South Florida in Tampa, David has a bachelor’s degree in business administration. He and his wife, Kelley, live in St. Petersburg with their children, Abbey and Dillon.


Registered States:
AL, CO, CT, FL, GA, IL, IN, MA, MI, MO, NC, NY, OH, PA, SC, TN, TX, VA, WA


Nathan James Johnson

Prior to joining UBS, Nathan attended the University of West Florida where he played basketball. Nathan earned his degree in health leisure and exercise science/sports management. Always having a love for finance and a desire to help individuals, Nathan’s interest in wealth management was sparked. Nathan attended graduate school at Ashford University’s Forbes School of Business to obtain an M.B.A., with a specialization in finance. Nathan holds the Series 7 and the 66 securities licenses.

Nathan lives in Trinity, FL, with his wife, Ashley, and two Siberian huskies. He enjoys volunteering at Skycrest Christian School’s summer basketball program, and loves spending time outdoors in his free time.

As a financial advisor, he has experience in the following areas:

  • Retirement income and cash flow analysis
  • Retirement plans and employee benefits
  • Estate and multigenerational planning
  • Risk and liability management planning
  • Business continuity and succession planning
  • Charitable giving strategies
  • Executive compensation and benefit strategies


Registered States:
CA, CO, FL, IA, IL, IN, MO, NC, NY, PA, TX


Paula L. LaBrake

Senior Registered Client Service Associate
727-892-2514
paula.labrake@ubs.com

After receiving an associate’s degree from St. Petersburg College in Florida, Paula began her career with Merrill Lynch in 1974. She moved to UBS with Kilgroe, Frantzis, & Associates in 2012. She brings to the table considerable expertise in managing complex administrative tasks. As the primary point of contact for clients, Paula is responsible for client service, office logistics, new account processing, investment strategy administration and organizational support. Paula has one adult son, Richard, and recently welcomed the addition of her first grandchild, Isis, to the family. She and her husband, John, live in St. Petersburg.


Registered States:
AL, CO, CT, FL, GA, IL, IN, MA, MI, MO, MS, NC, NY, OH, PA, SC, TN, TX, VA


Angela Lynn Sundstrom

Senior Registered Client Service Associate
727-892-2529
angela.sundstrom@ubs.com

Angela began her career with Merrill Lynch in 1994 and joined UBS in 2013.  She has developed valuable skills in the areas of client service, investment strategy administration, client management functions and organizational support.  Being a primary point of contact, Angela responds to all client needs, helping to make certain that they receive the highest level of service possible.  Prior to beginning her career in the Financial Services Industry, Angela was an accountant for the Canadian Embassy, in Stockholm, Sweden.  She received an associate's degree from Delgado Community College in New Orleans.  Angela lives in Dunedin and enjoys spending time with her children, Nick and Mathew as well as various water activities on or in local waters.


Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, MA, MI, MO, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WV


Julie E. Battaglia

Senior Registered Client Service Associate
727-892-2520
julie.battaglia@ubs.com

Julie has worked in the industry for 20 years and brings an extensive business and banking background. She began her career with Merrill Lynch in 1993 and transitioned to UBS in November 2013. Julie uses her knowledge of our products and services to assist clients in choosing strategies and investments that best fit their financial goals. She works directly with the Financial Advisors, assisting with the implementation and monitoring of client portfolios. As a fully licensed associate, Julie provides support in all phases of client service. Julie has 2 sons and one granddaughter she lives in Clearwater and enjoys playing golf and going to the beach. She earned her Bachelor's degree in Liberal Arts from the University of Arizona.


Registered States:
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, MA, MI, MO, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WV


Porsche Sanders

Client Service Associate
727-892-2551
porsche.sanders@ubs.com

Porsche joined UBS in February 2018. As a licensed associate, she brings previous administrative experience in areas of operations, auditing, process improvement and customer service. She takes pride in going above and beyond to solve complex issues, operating quickly and efficiently while providing a high level of customer service. She graduated from Florida State University with a Bachelor's of Social Science. A Florida native currently residing in Riverview, FL. She likes to spend her free time with her two young children Jada-Lynn and Elijah.


Registered States:
AL, CO, CT, FL, GA, IL, IN, MA, MI, MO, NC, NY, OH, PA, SC, TN, TX, VA