A real relationship Helping you pursue your life's goals

Tampa Wealth Management Group Lawrence R. Bevis, Michael Carey, J. Scott Knight, John J. Faircloth, Nicholas J. Koen, Valerie Morris Rodriguez, Annette Smith, April A. Fisher

From left to right:
John, Nick, Annette, Val, Mike, April, Scott, Larry

Tampa Wealth Management Group






100 South Ashley Drive
Suite 1800
Tampa, FL 33602

Understanding your life and what you want to accomplish is important to how we work together. UBS Wealth Way is an approach we take that starts by focusing on what’s most important to you. Then, we can organize your financial life into: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. The clarity it provides can help you stay focused on your long-term goals, no matter what the markets are doing. See how.


Art Cashin on the markets

Art Cashin on the markets

Top of the Morning Podcasts

Top of the Morning daily podcasts