Expertise you can count on

"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
Corey Atterbury Steadman
Senior Vice President Wealth Management
Financial Advisor
813-227-2897
corey.steadman@ubs.com

Jeffrey Philip Zurek
Jeffrey Philip Zurek
Financial Advisor
813-227-2827
jeffrey.zurek@ubs.com
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Corey A. Steadman Jr.
Corey A. "C.J." Steadman Jr.
Financial Advisor
813-227-2866
corey.a.steadman@ubs.com
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Monique Davis
Monique Davis
Senior Client Service Associate
813-227-2848
monique.davis@ubs.com


The Steadman Financial Consulting Group

The Steadman Financial Consulting Group

100 South Ashley Drive
Suite 1800
Tampa, FL 33602
813-227-2897
877-236-2551 fax
Contact Us get directions


Corey Atterbury Steadman
Senior Vice President Wealth Management
Financial Advisor
Jeffrey Philip Zurek
Financial Advisor
Corey A. "C.J." Steadman Jr.
Financial Advisor
Monique Davis
Senior Client Service Associate
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