Experience Makes all the difference

"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

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

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As the founding member of the Steadman Financial Consulting Group with over 40 years of experience in the financial services industry, 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.


Registered States:
CA, CO, CT, FL, GA, MA, MD, ME, MO, MT, NC, PA, TN, TX


Jeffrey Philip Zurek

Account Vice President
Portfolio Manager
813-227-2827
jeffrey.zurek@ubs.com
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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 a member of the MerryMakers Club.


Registered States:
CA, CO, CT, FL, GA, MA, MD, ME, MO, MT, NC, NJ, NY, PA, TN, TX


Corey A. "C.J." Steadman Jr.

As the newest member of the Steadman Financial Consulting Group, C.J. Steadman is dedicated to providing excellent service to our clients and expanding unique investment opportunities to new markets. Mr. Steadman began in finance and sales with internships at Wachovia Securities and Prudential Securities. Upon graduation from Southern Methodist University in 2010, Mr. Steadman entered the workforce as a political consultant, joining the leadership of the Pam Bondi, Newt Gingrich, and Mitt Romney campaigns, in addition to working as an officer of the 2012 Republican National Convention in Tampa, FL. The depth of knowledge and skills developed through both business and politics give Mr. Steadman a unique perspective on capital markets and bring a distinctive aspect to the team. Within the group, Steadman is directly responsible for marketing and business development, in addition to evaluating new investment opportunities and assisting in the financial planning process.

Mr. Steadman is a graduate of Southern Methodist University in Dallas, TX with a degree in Corporate Communications & Public Affairs. He is also a member of Ye Mystic Krewe of Gasparilla, Greater Tampa Chamber of Commerce, Emerge Tampa Bay, Tampa Bay Young Republicans, Hillsborough County Republican Party, and chair of the SMU Tampa Bay Alumni Association.


Registered States:
AR, CA, CO, CT, FL, GA, MA, MD, ME, MO, MT, NC, NJ, NV, PA, TN, TX


Monique Davis

Senior Client Service Associate
813-227-2848
monique.davis@ubs.com

24 years of financial experience with securities industry starting with Wedbush Morgan Securities back-office then establishing Sales Assistant position in 1995 with Janney Montgomery Scott.  Moved to Florida with her husband held a client service position at Wachovia Securities, now Wells Fargo Advisors assisting another team before following same team over to UBS Financial Services, Inc in 2009.  Have taken courses at UCLA, Financial Planning Certificate and Language/Business courses at Pierce College. 

Within the team group provides quality services in assisting the team in meeting clients needs and services, handles the day to day operations and does not give up.

Enjoys spending time with her husband residing in Tampa; boating, bicycling, and vacations with her family in North Carolina.