John earned his Bachelor's degree in business administration at Campbell University, where he was a baseball All-American selection. After graduating, he played professional baseball with the Baltimore Orioles, the Philadelphia Phillies and the Chicago Cubs. In 1991, John entered the financial services industry by joining Dean Witter Reynolds, currently known as Morgan Stanley. John has also completed an advance studies program at the Wharton School of the University of Pennsylvania. John and his team joined UBS Financial Services Inc. in September 2008. John currently holds the titles of Senior Vice President - Wealth Management and Portfolio Management Program Financial Advisor. In 2015, John and his team were featured in Forbes as one of Florida's Financial Leaders.

Registered States:
AZ, CA, CO, DE, FL, GA, IL, IN, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

Bill is a Senior Vice President of Investments in the St. Petersburg, Florida office of UBS Financial Services Inc. A graduate of Wesleyan University in Connecticut and a financial services professional for over 30 years, he began on Wall Street in New York City with what was then PaineWebber, relocating to Florida in 1988. As a Senior Managed Account Consultant, he is acknowledged as one of UBS's best advisors in investment management consulting.

As a Certified Investment Management Analyst, Bill has undergone the extensive training necessary to receive that designation from the Investment Management Consultant Association and the Wharton School of Business at the University of Pennsylvania. In 2009, he was recognized as one of Barron's 'Top 1000 Advisers.'

Registered States:
AZ, CA, CO, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI

Liz was born in Cornwall, New York. She is a graduate of St. Petersburg College with a focus on business administration. Liz entered the financial services industry in 1984, where she worked for PW Securities on their trading desk. In 1987, she left PW Securities to pursue a career with PaineWebber, Inc. In 1989, Liz joined Dean Witter Reynolds in St. Petersburg, FL, which was acquired by Morgan Stanley several years later. She continued her career at Morgan Stanley for close to 20 years. In September of 2008, she left to join UBS Financial Services, Inc. as a financial advisor. Liz and her husband Steve have four children, five granddaughters and a grandson.

Registered States:
CA, CO, DE, FL, IL, MA, MD, MI, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA

Derek was born and raised in St. Petersburg, Florida. He earned his Bachelor's degree in organizational communication at the University of South Florida. His career in finance started with internships at Merrill Lynch in 2012 and UBS in early 2014. Upon his graduation, Derek became a full-time Client Service Associate in July 2014 for The Posey Bass Financial Group. In 2018, he earned his current title of Wealth Strategy Associate. Derek's main roles with the team consist of financial planning, trading and tech-related inquiries. During his free time, Derek participates in several charitable organizations in the community. He also enjoys playing golf and boating.

Registered States:
CA, FL