Experience Makes all the difference

With a combination of experience and knowledge, we provide clients with suitable investment advice and personalized service. Using our firm’s vast resources and research capabilities, our team is able to help investors pursue their long-term financial goals. We contact our clients regularly so we stay informed of their changing situations, objectives and needs. By developing disciplined investment strategies based on each client’s specific goals, we offer investors appropriate and timely financial choices.

Lawrence R. Bevis, II, CIMA®

Senior Vice President - Wealth Management
Institutional Consultant, UBS Institutional Consulting
Senior Managed Accounts Consultant (SMAC)
Retirement Plan Consultant
813-227-2842
lawrence.bevis@ubs.com

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Larry is an expert at analyzing complex situations facing high net worth individuals and families, institutional clients, and retirement plans. He develops thoughtful solutions to complex problems, and explains challenging concepts in an easily understood manner. Larry follows a disciplined investment process, and ensures his clients remain on track with their plan.

Larry has been working with clients since 1984, and joined UBS in 1991. He earned the Certified Investment Management Analyst (CIMA®) professional designation and the Institutional Consultant designation.  Larry has an MBA and a BS in Marketing from the University of Florida.

Larry is a seventh-generation native of Florida. Prior to beginning his career in financial services, Larry completed a tour in the Air Force flying the F-111D. He currently serves on the Board for the Boys & Girls Club of Tampa Bay and Tampa Metro YMCA.  He is a member of the University of Florida National Alumni Association, and is a proud member and past President of the Kiwanis Club of Tampa.  Larry and his wife, Donna, have been married since 1975 and have two sons and three grandchildren.


Registered States:
AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI


Mark Scaglione

Senior Vice President - Wealth Management
Senior Portfolio Manager
Wealth Advisor
813-227-2860
mark.scaglione@ubs.com
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Mark is focused on helping people simplify their financial lives, and acts as the financial eyes and ears of his clients. He provides a holistic planning process to help each client pursue their financial goals with confidence, and emphasizes a long-term relationship in which clients' interests always come first. Additionally, it is his trademark to explain complex issues in ways that are easily understood.   

Mark has been working with clients since 1983, and joined UBS in 1988. He is a Wealth Advisor and a Senior Portfolio Manager of the Portfolio Management Program (PMP), a privilege granted to select Financial Advisors who have met certain prescribed educational, compliance and investment management standards.

Mark and his wife, Susan, live in Lutz, Florida with five dogs and two birds. They have two adult children, Anthony and Frank.  Mark loves boating, fishing and photography.  He is also an avid Tampa Bay Lightning hockey fan.

 

 


Registered States:
AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI


Michael Carey, CFP®

Vice President - Wealth Management
Wealth Advisor
Senior Portfolio Manager
Retirement Plan Consultant
813-227-2837
michael.carey@ubs.com

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Mike’s education and experience give him a thorough understanding of retirement planning. He uses this knowledge to assist clients with meeting their financial goals. Mike believes that there is no substitute for planning, which is why he begins every client relationship with a thorough financial plan.

 Mike joined UBS and the Tampa Wealth Management Group in 2002. Prior to joining the team, Mike worked for 13 years as a Senior Pension Consultant at PricewaterhouseCoopers, where he was the lead consultant for such clients as the PGA Tour, Carnival Cruise Lines and several major healthcare facilities.

 Mike has a bachelor’s degree in applied mathematics. He holds the Series 7 and 66 securities licenses, as well as insurance licenses. He has also earned the Certified Financial Planner™ (CFP®) professional designation and is a past member of the Tampa Bay Estate Planning Council. Michael has served on the South Tampa YMCA Board of Directors for several years. He and his wife, Madonna, have been married since 1987 and have one daughter, Madelyn. Mike and Madonna enjoy reading, cooking, entertaining and spending time outdoors, whether it is boating, fishing, playing golf or just relaxing at the beach.


Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI


J. Scott Knight, CFP®

Vice President - Wealth Management
Wealth Advisor
Senior Portfolio Manager
813-227-2823
scott.knight@ubs.com

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Scott develops close relationships with his clients so he can assist them with achieving their goals and dreams. He creates customized, comprehensive financial plans and tailors his client's investment plans to have the appropriate amount of risk to match their financial goals. Scott monitors and updates the team's investment portfolio models.

Scott joined UBS in 2001 after 18 years in the produce industry. He is a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner, a Wealth Advisor, and Portfolio Manager within the UBS Portfolio Management Program. Scott earned a Bachelor's degree in Business Administration from The University of South Florida.

Scott is a sixth-generation Floridian. He and his wife, Stephanie were married in 1990 and have three children and three grandchildren – with a fourth on the way. He is an elder and active member of the Evangelical Presbyterian Church, and enjoys cycling and organic gardening.


Registered States:
AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI


John J. Faircloth, Jr. CFP®

First Vice President - Wealth Management
813-227-2892
john.j.faircloth@ubs.com
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John helps create customized solutions for corporate retirement plans and high net worth families.

John is a CERTIFIED FINANCIAL PLANNER™ and a graduate of the University of Florida with a degree in Business Administration. He began his career with Merrill Lynch in 1985 and has experience in portfolio management, retirement strategies and estate planning.  He holds his Series 7, Series 63, Series 65 and Life, Health and Variable Annuity Insurance Licenses.

John enjoys fishing, boating and sporting events. He has volunteered at various organizations including; Tampa Bay Little League, YMCA, Florida Bar Grievance Committee "13D", Metropolitan Ministries, and The Tampa General Hospital Foundation. John lives in Tampa with his wife Kathy and has two children, J.T. and Jackie.


Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI


Kimberly "Kim" Loux, CFP®, ChFC®, CLU®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant (ChFC®)
Chartered Life Underwriter (CLU®)
813-202-1028
kimberly.loux@ubs.com
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Kim works closely with clients to develop customized financial plans that helps each individual achieve their short-term and long-term goals. From asset allocation, retirement planning and education funding to insurance needs, stock options, and estate planning, Kim ensures all aspects of a client's financial picture is coordinated and optimally working together.

Kim joined UBS in 2004 and has obtained the CERTIFIED FINANCIAL PLANNERTM, Chartered Life Underwriter®, and Chartered Financial Consultant® designations.  In 2004, Kim earned her Bachelors of Science degree with University Honors from Carnegie Mellon University in Pittsburgh, PA.

A native Alabamian, Kim spent nine years in the NYC Metro Area before returning to her southern roots with a pit stop in West Palm Beach, FL before settling in Tampa, FL.  Outside of work, Kim enjoys spending time with her family, and devotes time to several philanthropic causes, including the Junior League of Tampa.  She enjoys running, golf, traveling, and soaking up the Florida sunshine, either via boat, beach, or poolside.


Registered States:
AL, CA, CO, CT, FL, GA, IL, KS, LA, MA, MD, MI, MO, NH, NJ, NY, OH, OR, PA, PR, TX, VA, WA


Nicholas J. Koen

Senior Wealth Strategy Associate
813-227-2807
nicholas.koen@ubs.com

Nick enjoys researching market opportunities and building strong relationships. He thrives on the challenge of understanding the ever changing financial market. 

Nick began his career at UBS Financial Services Inc. during his junior year in college as an intern. He completed his Bachelors of Science in finance with a minor in history from the University of Tampa, and is scheduled to complete his Masters in August 2017.

Nick resides in Tampa, and enjoys playing hockey and other sports. He is a firm believer in lifelong learning.


Registered States:
FL


Kathryn R. Queipo

Senior Client Service Associate
813-227-2881
kathryn.queipo@ubs.com

Kathy provides our clients with an ease of doing business as she knows how to get things done. Kathy naturally develops friendships after years of assisting clients with solving issues. She prides herself in providing excellent service in support of the team's efforts in delivering a superior wealth management experience.

Kathy started her career in financial services in 1970 and joined PaineWebber/UBS in 1977. She enjoys home improvement and spends her free time scouring the town for the best deals, whether at the flea market or local yard sales.  She is also passionate about classic music and new movies.  Kathy has two dogs, Daisy and Dolly, and currently resides in Tampa.


Valerie Morris Rodriguez

Senior Registered Client Service Associate
813-227-2888
valerie.morris@ubs.com

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Valerie builds strong relationships with clients so that they know can rely on her.  She finds solutions when clients come to her with questions or concerns.  Valerie can be counted on to find the most streamlined solution to complete any task . Her vast knowledge of UBS systems and procedures is key to keeping the team running smoothly. Valerie has been an integral part in hiring and training our interns and support staff.  One of Valerie's greatest passions is mentoring our team interns and support staff within our team and branch.

Valerie joined UBS in 1999. In her spare time, Valerie participates in local running events and raising funds for local charities.  Valerie and her husband Orlando enjoy spending time at the beach and hosts impromptu dinners   for their friends and family.


Registered States:
FL, GA, PR


Annette Smith

Registered Client Service Associate
813-227-2819
annette.smith@ubs.com

Annette has 14 years of investment-industry experience, including working in the North Tampa UBS office, where she worked with institutional clients, qualified retirement plans, and high net worth individuals. Prior to joining UBS in July 2015, Annette was a financial paraplanner and specialized in financial planning, retirement plans, and mutual fund product research. Before that she worked with International clients and traded fixed income products at Morgan Stanley.

Annette earned her Bachelor's degree in Psychology and a certificate in Performance Management from Florida State University and her M.B.A. from Nova South Eastern University. She is holds her Series 7, Series 66, and Life, Health, and Annuity Licenses.

Annette is a Florida native from Miami and lives in South Tampa with her husband, two kids, and Jack Russell Terrier. On her free time, she enjoys spending time with her family, boating, and practicing yoga.


Registered States:
FL