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

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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 and serves on the Parish Advisory Board of Sacred Heart Church in Downtown Tampa. He is past president  and member of the University of Florida National Alumni Association, a member of the University of Florida Foundation  and is a proud member and past President of the Kiwanis Club of Tampa. Larry is the 2014 recepient of the Community Involvement Award at UBS. Larry and his wife, Donna, have been married since 1975 and have two sons and three grandchildren.


Registered States:
AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NY, OH, OR, 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

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


J. Scott Knight, CFP®

Vice President - Wealth Management
Wealth Advisor
Senior Portfolio Manager
813-227-2823

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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 four grandchildren. He is an elder and active member of the Evangelical Presbyterian Church, and enjoys cycling and organic gardening.


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


John J. Faircloth, Jr. CFP®

First Vice President - Wealth Management
Retirement Plan Consultant
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813-227-2892

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


Nicholas J. "Nick" Koen, MBA

Senior Wealth Strategy Associate
813-227-2807

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


Valerie Morris Rodriguez

Senior Registered Client Service Associate
813-227-2888

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Valerie joined UBS in 1999. In her 20 years at the firm she prides herself in building strong relationships with clients so that they know they can rely on her.  When clients come to her with questions or concerns, they know that Valerie will find the solution and will answer their questions thoroughly.  Her vast knowledge of UBS systems and procedures is key to streamlining the team's procedures and  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 interns and support staff both, within our team and branch.

In her spare time, Valerie participates in local running events, she crochets baby blankets for friends and family expecting babies, a tradition that was started by her grandmother more than 50 years ago.  Valerie and her husband Orlando enjoy spending time at the beach and hosting impromptu dinners for their friends and family.


Registered States:
FL, GA, PR


Annette Smith, MBA

Senior Wealth Strategy Associate
813-227-2819

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As the team's Senior Wealth Strategy Associate, Annette develops customized financial plans for clients, assists with investment research, and handles the trading for the team.

Annette has been working in the financial industry since 2003. Prior to joining UBS in 2015, Annette was a financial paraplanner and specialized in financial planning, retirement plans, and mutual fund product research. She has also 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. In addition, Annette holds her Series 7 and 66 licenses as well as her Life, Health, and Variable Annuities license. She 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.


Registered States:
FL, GA, NC, NY


April A. Fisher

Senior Client Service Associate
Business Development Specialist
813-227-2881

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April attended Daemen College in Amherst, NY where she earned her Bachelor’s degree in Business Administration with a concentration in Finance. April began her career in financial services in 2014 at Merrill Lynch.  After joining UBS in 2016, April has had the opportunity to work in various roles within the Tampa branch.

April moved to Florida from Buffalo and had a seamless transition to the Tampa Bay Area. She and her husband Ryan quickly set down roots and look forward to being part of the exponential growth of the area as well as enjoying the culture and excitement the city has to offer.

Growing up in Buffalo, NY the “City of Good Neighbors” April strives to have clients feel that same connection with our team.  As the newest member of  the Tampa Wealth Management Group, with experience in Institutional Consulting and Retirement Planning, April will add additional value to our clients and looks forward to developing strong relationships for many years to come.

April currently holds her Series 7, Series 63, Series 65, and Series 3 licenses; along with her Life, Health, and Variable Annuities Insurance License. She is currently a CFP® candidate and will be taking her exam in March.

Outside of work April enjoys staying active, spending time with family and friends, as well as taking advantage of the warm weather Tampa Bay has to offer. You can find her enjoying the trails in local parks, riding her bike, or spending time volunteering within her community through various animal rescues. April lives in Valrico, FL with her husband Ryan and their two dogs Ted (Shorkie) and Jax (Boston Terrier). 


Registered States:
CA, FL, LA, NY