"Generations of our family, preserving your wealth, for generations to come."
At The Steadman Financial Consulting Group, we are a team of Advisors whose unique family structure spans several generations. Collectively, we've seen dramatic change in our industry—managing a range of market highs and market lows—and our advice has helped our clients successfully manage both the uncertainty and the opportunity. To us, there is no better way to serve clients of all ages and strengthen relationships than by providing advice that reflects this multigenerational experience and perspective.
Our team also understands how complex family wealth management can be—from generational wealth transfer and preservation to various legacy and philanthropic planning objectives. Because we've experienced firsthand some of those challenges, we firmly believe that navigating them requires a flexible financial plan that delivers the objectivity, guidance and comfort you need to move forward—especially as your life and circumstances evolve over time. What's more, through ongoing discussion and collaboration, we'll make sure our advice is integrated and consistent with your estate attorneys and tax advisors. Our ultimate priority is to earn your trust so you can confidently make choices that provide the greatest benefit today and for the long-term financial well-being of you and your family.
Corey Atterbury Steadman
As the founding member of the Steadman Financial Consulting Group with over 45 years of experience on The Street, you might say Corey Steadman has seen it all. Mr. Steadman focuses his time understanding each client's investment objectives and risk tolerance in order to help balance, safety, growth and income. In managing assets for both corporations and high net worth individuals, Mr. Steadman is a firm believer in open communication and constant contact with clients.
As a member of the financial services industry since 1969, Mr. Steadman has managed and opened offices for E.F. Hutton and Paine Webber. He is a graduate of Southern Methodist University in Dallas, Texas holding a B.B.A. in finance with postgraduate work at the New York Institute of Finance. Mr. Steadman is also the Chairman of Florida for the Society of International Business Fellows, and a member of Ye Mystic Krewe of Gasparilla, The Tampa Club and the Tampa Yacht & Country Club.
CA, CO, CT, FL, GA, MA, MD, MO, MT, NC, PA, TN, TX
Jeffrey Philip Zurek
Jeffrey Zurek joined the Steadman Financial Consulting Group in 2004 with financial experience in both banking and insurance, in addition to financial advisory services. As a member of the financial services industry since 1998, Mr. Zurek worked at both SunTrust and Pilot banks as a branch manager, State Farm as a Marketing Specialist, in addition to time spent as a financial advisor with Wachovia Securities and UBS. With experience stemming from a wide range of financial services, Mr. Zurek is able to evaluate his clients' entire financial picture.
Within the team, Mr. Zurek is directly involved with portfolio management and financial planning. He is responsible for understanding each client's specific goals and developing a tailor-made financial plan to achieve those goals through the vast resources available at UBS.
Mr. Zurek is a graduate of the University of South Florida with a degree in human resource management and serves on the Advisory Board for the Department of Finance.
CA, CO, CT, FL, GA, MA, MD, MO, MT, NC, NJ, NY, PA, TN, TX
Corey A. "C.J." Steadman Jr.
Corey "C.J.” Steadman Jr. leads the business development for the Steadman Financial Consulting Group. Beyond business development, C.J. focuses on studying macroeconomic trends and global capital markets. Additionally, C.J.is a specialist in alternative investment strategies, specifically hedge funds and private equity and also specializes in equity manager selection.
Prior to joining UBS in 2012, C.J. worked as a political consultant, leading campaigns for presidential candidates Mitt Romney, Newt Gingrich, and Herman Cain. He was an officer of the 2012 Republican National Convention and also worked under the leadership of Pam Bondi, the Attorney General of Florida.
C.J. is a graduate of Southern Methodist University with a degree in Corporate Communications & Public Affairs and Finance. He serves as Chairman of the University of Tampa Board of Counselors and is a member of the University of Tampa Board of Trustees. He is a board member of Tampa Bay Young Republicans; President of the SMU Tampa Bay Alumni; a graduate of SIBF Leadership Academy and Leadership Tampa Bay; a member of the Greater Tampa Chamber of Commerce; the Society of International Business Fellows; Ye Mystic Krewe of Gasparilla; and the Tampa Yacht & Country Club.
CA, CO, CT, FL, GA, MA, MD, MO, MT, NC, NJ, NV, PA, TN, TX
Bryce Holloway Alley, J.D.
Bryce Alley is the newest addition to the Steadman Financial Consulting Group. Prior to joining UBS, she worked as the Assistant Director of Business Development at Providence Family Offices. Bryce has also served as a Legal Associate at Abrahamson & Uiterwyk & Barnes, a Legal Intern at the Tampa Bay Lightning, and a The Summer Associate for the General Counsel at Sykes Enterprises Inc.
Bryce is a graduate of the University of Florida with Honors in Bachelor of Arts in Anthropology and has her Law Degree in International and Comparative Law from The University of Florida, Levin College of Law. While at the University of Florida, Bryce was also a member of the University of Florida Women's Golf Team.