Knowledge powered by experience

A second-generation financial advisor with over 30 years of experience, Dane is the senior member and founder of The Urie-Taylor Group.

As a Senior Portfolio Manager, Dane oversees all investment models that we implement for our clients based on their individual needs. With extensive experience in investment research, he specializes in finding investment options that mitigate risk and build diversified portfolio's that help our clients achieve their goals. Dane also specializes in working with families to help them organize their entire financial lives and develop estate planning strategies to protect and honor the legacies that many clients have so carefully built.

Credentials that inspire confidence

Dane entered the financial services industry in 1986 when he joined the Clearwater office of Merrill Lynch. Seven years later, he merged his practice with his father‘s in St. Petersburg, a 34-year veteran of Merrill Lynch himself. This is where Dane established his partnership with Chris Taylor. Dane and Chris moved their practice to UBS in 2012. He earned his B.A. in finance from the University of South Florida and has completed UBS Wealth Management Education and is certified in all UBS Portfolio Management Programs. Dane maintains his Series 7, 63 and 65 securities licenses, as well as the State of Florida life insurance and variable annuity licenses.

Outside of UBS

Dane and his wife Debbie have four children, two of which work alongside him on the team, and four grandchildren. He also enjoys skiing, boating and traveling with his family.

Registered States:
AK, CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, WA

Knowledge powered by experience

For more than 25 years, Chris has been committed to providing holistic wealth planning based on a true understanding of what will make our clients‘ lives better. As a result, Chris establishes confidence in our clients by helping make sense of their unique financial situations.

Chris focuses primarily on goals-based financial planning with considerable experience in wealth preservation and tax-deferred strategies. He coordinates directly with other trusted professionals to design and implement a plan that will help our clients feel confident, comfortable and prepared for the future. Chris works with a wide range of families and professionals, specializing in dealing with business owners to help formulate unique business transition and exit strategies.

Credentials that inspire confidence

Chris began his career at Merrill Lynch in 1992 working under Dane Urie's father, Richard. Soon after, he partnered with Dane in 1993 to establish The Urie-Taylor Group. He earned his B.S. in finance and an M.B.A. from the Florida State University. He has completed UBS Wealth Management Education and is certified in all UBS Portfolio Management Programs. Chris holds his Series 7, 63 and 65 securities licenses as well as the State of Florida life insurance, health insurance and variable annuity licenses. Lastly, Chris hold an industry designation as a Certified Financial Planner^®. This is a formal recognition of expertise in personal financial planning, retirement planning and estate planning strategies.

Outside of UBS

A top community fund-raiser, Chris has served on many boards, including the Academy of Finance at Northeast High and on the executive committee for the Exchange Club of Northeast St. Petersburg. He and his wife Karen have four children. In his spare time, he enjoys spending time with his family, golfing and boating.

Registered States:
AK, AL, CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA

Knowledge powered by experience

Establishing his career with UBS in 2015, Trae joined the Wealth Advisory Group at the UBS Wealth Management Americas headquarters in Weehawken, NJ. Trae continued on to join The Urie-Taylor Group in St. Petersburg in 2016. Trae brings in-depth knowledge of our current financial planning programs and software. His experience with the Wealth Advisory Group has given him a unique insight across the financial services industry. Trae is a Financial Advisor with our team and specializes in all areas of lending and educational planning services.

Credentials that inspire confidence

Trae is a graduate of Florida State University with a B.S. in finance. Trae has his Series 7 and 66 securities licenses, as well as the State of Florida life insurance, health insurance and variable annuity licenses. Trae holds an industry designation as a Chartered Retirement Planning Counselor^®. This is a formal recognition proving in-depth knowledge of clients' needs both before and after retirement helping create a "road map for retirement".

Outside of UBS

Trae spends much of his free time helping out in the community as a member of multiple civic clubs and volunteer organizations throughout St. Petersburg.

Registered States:
AK, AL, CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA

Knowledge powered by experience

Jhett began working with The Urie-Taylor Group in 2015 as a part of our Summer Internship Program. In 2017, he was hired as a Client Service Associate. During his time as a CSA, Jhett gained knowledge in all aspects of account operations, as well as client service. Currently, Jhett is a Wealth Management Associate where he specializes in working directly with our clients to analyze and simplify their entire financial lives. This is accomplished by providing cash flow analysis, paired with the technology and resources provided by UBS to provide a seamless client experience. Lastly, Jhett is the head of business development for our team constructing and communicating all marketing materials to ensure our clients are always up to date on our services and capabilities.

Credentials that inspire confidence

Graduating from Florida State University in 2017, Jhett earned a B.S. degree in finance. He currently holds his Series 7 and 66 securities licenses, as well as the State of Florida life insurance, health insurance and variable annuity licenses. While working as a Registered Client Service Associate, Jhett completed extensive education in financial planning for high-net-worth individuals through UBS, establishing his title as Wealth Management Associate.

Outside of UBS

Jhett works closely with Ronald McDonald Charities Tampa Bay where his Fiancé Jillian works to provide a "home-away-from-home" for families who have a child receiving medical treatment in a nearby hospital. Jhett also enjoys spending time out on the water as he was the former President of the Florida State Wakeboarding Team and a nationally ranked collegiate wakeboarder.

Registered States:
AK, AL, CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA

Knowledge powered by experience

Beginning her career in financial services in 1998, Chris is a Senior Registered Client Service Associate with The Urie-Taylor Group. She leads our team in administrative and operational support bringing a wealth of experience, skill and knowledge to all situations. Chris provides direct service to our clients with responsive and attentive customer service every step of the way. As part of our commitment to service, Chris strives to develop a true connection with you and your family to help manage the ups and downs of life. As an advocate for you, Chris gets things done quickly and correctly.

Credentials that inspire confidence

With more than 20 years of client service experience, Chris brings insight to all aspects of the financial industry. She maintains her Series 7, 9, 63 and 65 securities licenses.

Outside of UBS

Chris engages in various volunteer work within the community, as well as actively participating in the UBS Community Affairs. She also enjoys spending time with her three children, reading and sports.

Registered States:
CA, FL, NY