A former Army officer, Brian’s military experience transitioned well into his wealth management career. He spent his early years in the industry building a business that consisted of a large number of UHNW private clients and middle-market institutional clients. Today, with more than 20 years advising UHNW clients, he and his UBS Private Wealth Management team focus solely on serving these successful individuals and families.

Brian’s depth of knowledge is a result of his significant experience in advising on a wide range of complex financial, estate and business succession situations. Brian develops and implements customized plans for cash flow, risk mitigation and portfolio management strategies. As part of his holistic approach, he works closely with clients’ attorneys and accountants to help ensure their financial plans are tax-efficient and “married” to their wealth transfer and estate plans. What’s more, as a Certified Exit Planning Advisor® (CEPA®), Brian brings a strategic understanding of business optimization and sale to his clients’ entrepreneurial goals.

Past experience

• Managing director, Bernstein Global Wealth Management, Tampa office
• Principal and financial advisor, Bernstein Global Wealth Management
• Platoon leader, executive officer, company commander and operations officer, United States Army

Education

• M.B.A., University of South Florida
• B.A., Western Kentucky University

Credentials 

• Certified Exit Planning Advisor® (CEPA®)
• Series 7, 9/10, 31 and 66 securities licenses
• Life, health and variable annuity insurance licenses

Life

• For many years, the sports teams and hobbies of Brian’s children—Hunter, Sawyer and Tucker—were his passions.
• With two of his boys now grown and one in college, Brian spends his free time playing golf and boating the waters of Tampa Bay and the Gulf of Mexico.

Registered States:
AL, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, MI, MN, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI

Paul’s choice to pursue a career in wealth management should have come as no surprise, given his interest in the stock market at a young age and his being the son of a trust and estate attorney. Having spent his entire professional life in the industry has enabled him to not only do something he loves, but more importantly, positively impact the lives of the individuals and families that work with him.

Today, with more than 17 years of experience behind him, Paul focuses on helping a select group of ultra-high net worth families and family offices address complex wealth concerns. He understands that wealth management advice does not start and stop with investments—it looks beyond the portfolio to address a wide range of priorities that matter most to his clients.

Past experience

• Financial Advisor, Bernstein GlobalWealth Management; led the launch of their Tampa office
• Morgan Stanley Individual Investor Group

Accomplishments

• Forbes Top In-State Next-Gen Financial Advisor, 2019
• Forbes America’s Top-Next Generation Financial Advisors, 2018, 2020

Credentials and edcuation 

• Certified financial Planner^TM (CFP®)
• Series 7, 31 and 66 securities licenses
• Life, health, and variable annuity insurance licenses
• B.B.A., University of Georgia

Life 

• Outside of work Paul loves spending time traveling with his family
• He and his wife, Jessica, have three daughters - twins Annabelle and Charlotte, and their youngest daughter, Ruby.
• Paul supports a number of community-based and charitable pursuits, including:
• Tampa Bay Estate Planning Council - current member and former board member.
• Make-a-Wish Foundation - former member of the Tampa Bay Advisory Board.
• Berkeley Preparatory School - Alumni Executive Committee (President), Member of the Board of Trustees, Member of Development Committee, Planned Giving Committee and Strategic Planning Committee.
• Gasparilla Music Foundation - founding board member and current advisory board member.
• Tampa History Museum - former planned giving committee member.
• Tampa Connection - Class of 2010.

Registered States:
AL, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, MI, MN, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI

Christine joined the Tampa Bay PWM team mid-2014. Working with Private Wealth Advisors Brian Gray and Paul Dolcimascolo, she focuses primarily on building relationships with UHNW clients. Her understanding of their objectives and concerns helps her create financial plans, long-term investment plans and financial analytics. As members of the exclusive UBS Private Wealth Management division, Christine, Brian and Paul access the full depth and breadth of UBS investment platforms, advanced strategies and global thought leadership to deliver the custom advice clients with complex wealth require.

Client service is also a top priority for her team, and Christine leads that charge. Consistent communication is important and helps to create a great deal of trust—in fact, clients depend on the Tampa Bay PWM team for much more than simply their financial needs.

Past experience

• Senior private client associate, Bernstein Global Wealth Management
• Investment analyst and consultant, Cambridge Associates

Education and licenses

• Series 7 and 66 securities licenses
• B.S., business administration and accounting, Washington and Lee University

Life

• Christine and her husband, Justin, have three children, Bailey, Brooks and Hadley.
• She is active in the Washington and Lee Alumni association, and was past president of her alumni chapter.
• She enjoys spending time outdoors with her family and playing volleyball whenever she can.

Registered States:
AL, CA, FL, GA, KY, MA, MN, NC, NJ, PA, SC, TN, TX, WA

Annie, a former Girl Scout Gold Award recipient (the equivalent of an Eagle Scout), joined the Tampa Bay PWM team in 2020 after five years in UBS’s Wealth Management division, where she was consistently the top performer in her role. Our team believes her level of attention to detail is absolutely unmatched, which is extremely important in our onboarding process with ultra high net worth corporate executives, entrepreneurs and multigenerational families.

She provides excellent support to clients for all forms of operational requirements and administrative needs while striving to ensure an extraordinary client experience. This is evidenced by how quickly she develops a deep relationship with clients. Alongside the team, Annie strives to deliver solutions and advice which clients can trust to pursue their most important goals.

Past experience 

• Wealth Management Associate, UBS Wealth Management
• Client Service Associate, UBS Wealth Management

Accolades 

• UBS Service Excellence Award, 2020

Education and credentials 

• Series 7 and 66 securities licenses 
• Life, health and variable annuity insurance licenses
• B.S., in finance with a minor in entrepreneurship, University of Florida Warrington College of Business Administration

Life 

• Annie and her husband, Joe, enjoy traveling, scuba diving, disc golf and hiking.
• She hopes to visit every US national park someday.

Registered States:
AL, CA, FL, GA, VA, WY

Hunter joined the Tampa Bay PWM team in 2020 from J.P. Morgan Chase & Co. in New York, where he was an investment solutions analyst within the private bank. In that role, he supported two multi-asset portfolio managers overseeing ultra high net worth clients of the trust department with approximately $10 billion in assets under management.

Registered States:
CA, FL, GA, NJ, PA