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
813-227-2842
lawrence.bevis@ubs.com

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In Larry's opinion, developing solutions to the various challenges our clients face is the most exciting part of this business.  In addition, he values the friendships he has developed over the years while working with his clients.  Larry focuses on the challenges facing high net worth individuals and their families, institutional clients and retirement plans.

Larry became a Financial Advisor in 1984 after a tour in the Air Force flying the F-111D.  Larry has an M.B.A. and a B.S. in Marketing from the University of Florida.  He holds Series 7, 63 and 65 securities licenses, as well as his insurance license.  Larry has also earned the Certified Investment Management Analyst (CIMA®) professional designation.  Additionally, Larry is one of approximately 140 UBS Financial Advisors, out of more than 7,000, that have an Institutional Consultant Designation.

Larry is a seventh-generation native of Florida. He is active in the Tampa Bay community, serving on the Board for the Boys & Girls Club of Tampa Bay and Tampa Metro YMCA, 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 grown sons, Charles & Rino and one grandson, Charlie.


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
Wealth Advisor
Senior Portfolio Manager
813-227-2860
mark.scaglione@ubs.com
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Mark began his financial services career in 1983 with Dean Witter.  Since joining UBS in 1988, his business has focused on helping people simplify their financial lives. He explains complex issues in ways that are easily understood.  Mark is the financial eyes and ears of his clients.

Mark earned the Wealth Advisor designation in 2008, which supports his holistic planning process that is used for each client in helping them pursue their financial goals with confidence.

Mark is a Senior Portfolio Manager, in which he has decision-making authority over client accounts, emphasizing a long-term service arrangement in which clients' interests always come first.  Participation in the Portfolio Management Program (PMP) is 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


John J. Faircloth, Jr. CFP®

First Vice President - Wealth Management
813-227-2892
john.j.faircloth@ubs.com
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John is a CERTIFIED FINANCIAL PLANNERTM 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 lives in Tampa with his wife Kathy and two children.  He volunteers at various organizations and enjoys coaching youth athletics.


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


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 enjoys developing close relationships with his clients and assisting them to achieve their goals and dreams.  He values the trust that his clients place in him above all else.

Scott joined UBS in 2001 and is a part of Tampa Wealth Management Group in Tampa, Florida. He received a Bachelor's degree in Business Administration from The University of South Florida in 1986. In 2006, Scott earned the Certified Financial Planner (CFP®) professional designation.  In 2010, he received the designation of Wealth Advisor from UBS.  Scott received the title of Portfolio Manager within the UBS Portfolio Management Program in 2011. 

Scott is a sixth generation Floridian. He and his wife, Stephanie were married in 1990 and have three children and two grandchildren. He is an elder and active member of the Evangelical Presbyterian Church (EPC).


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
Portfolio Manager
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. There he was the lead consultant for such clients as the PGA Tour, Carnival Cruise Lines and several major health care facilities.

Mike has a Bachelors of Science in Applied Mathematics. He holds Series 7 and 66 securities licenses as well as insurance licenses. He has also been awarded the Certified Financial Planner™ (CFP®) professional designation and is a past member of the Tampa Bay Estate Planning Council. He and his wife, Madonna, have been married since 1987 and have one daughter, Madelyn.


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, RI, SC, TN, TX, VA, VT, WA, WI


Vanessa G. Herrmann

Team Administrator
813-227-2819
vanessa.herrmann@ubs.com

After earning her B.B.A. in Finance from the University of Georgia, Vanessa began her career at UBS Financial Services Inc. in the Atlanta Private Wealth Management office. She was an Investment Associate for The ESOP Group, a team that worked exclusively with ultra-high net worth individuals, privately held business owners and their qualified plans.  While there, she gained a thorough understanding of qualified plan management. In addition, to overseeing the team's marketing functions, she focused on 401(k) plan benchmarking, as well as investment & plan analyses. 

Since relocating to Tampa, Vanessa was a Financial Advisor at Morgan Stanley Smith Barney where she advised and managed the personal assets of individual clients. She then served as the Director of Retirement Plan Services for an independent RIA of NFP Securities, Inc. During that time, she focused on qualified plan management and worked directly with Plan Sponsors and their employees.  She conducted analysis for clients to determine the overall effectiveness of their corporate retirement plan, including fiduciary and investment reviews, RFP searches, as well as vendor and industry benchmarking.

Vanessa is excited to have rejoined UBS Financial Services Inc. in 2014 in their Tampa office as a Senior Registered Client Service Associate with the Tampa Wealth Management Group.  She is responsible for overseeing all aspects of marketing, special event planning and client service.

Vanessa is an active member of The Junior League of Tampa where she currently serves as the Assistant Chair of the Scholastic Success Committee.  She also previously served as the Provisional Education and Recruitment Coordinator, as well as a Provisional Member Mentor.  Prior to that, she served as both Secretary and Executive Vice President of the New South Chapter of The ESOP Association. She also has been involved with The Association for Corporate Growth (ACG) and The National Women in Pensions (WIP) organizations.  Additionally, she is licensed with her Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Examination) and Life, Health and Variable Annuities Insurance Licenses.  Vanessa is married with two children and enjoys spending time with her family and traveling.


Registered States:
FL


Kathryn R. Queipo

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

Kathy's extensive experience provides our clients with an ease of doing business because she knows how to get things done. Kathy most enjoys the friendships she has developed with clients from years of assisting them to solve any issue brought to her. Excellent client service is Kathy's goal and she supports the team's efforts in delivering a superior wealth management experience.

 Kathy started her career in financial services in 1970 at Merrill Lynch and joined PaineWebber/UBS in 1977. She spent most of her time in the back-office areas of the firm and served as operations manager for 15 years. She left the operations area and joined the Scaglione Financial Group in 2000 to begin working with clients.  In 2012, Kathy became a part of the Tampa Wealth Management Group as the two teams merged.

 Kathy 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 one dog, a Rat Terrier named Peanut, 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 believes that the most rewarding part of her job is building strong relationships with our clients so that they know can rely on her.  Valerie enjoys finding solutions when clients come to her with questions or concerns. 

 Valerie began her career at UBS Financial Services Inc. in 1999 as the branch receptionist and quickly moved on to work in branch operations.  In 2002 Valerie joined the Tampa Wealth Management Group as a Client Service Associate.  In 2007 Valerie completed the coursework necessary to obtain her Series 7 and 66 licenses as well as her insurance license.

 Valerie manages the team's Client Service Model which ensures that clients receive regular contact from their financial advisors.  Valerie also provides support to the Tampa Wealth Management Group in all administrative areas as well as educating our clients in the many services that UBS Financial Services has to offer. 

 Valerie is an active member of the All Children's Hospital Guild- Brandon Chapter and participates in many running events, raising funds for local charities.  She has one son, Daniel.


Registered States:
FL, GA, PR


Lisa M. Kasson

Senior Registered Client Service Associate
813-227-2821
lisa.kasson@ubs.com

Lisa graduated from Western Michigan University with a degree in accounting and for eight years worked for a CPA firm preparing corporate, partnership and individual taxes.  For twelve years she focused on raising her three children and then returned to work in 2008 when she joined Morgan Keegan.  She worked for Morgan Stanley Smith Barney and Invest Financial Corporation before joining UBS in 2014.  Lisa has earned her Series 7 and 66 securities licenses. 


Registered States:
FL, GA


Nicholas J. Koen

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


Registered States:
FL