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Frank B
Series 66
Tampa, FL
UBS Financial Services
Frank Brawley is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 66 credential and has been with UBS since 2012. Outside of his advisory role, he is the managing member of Lake Elbert Investments, an LLC established to manage real estate fund investments that are now being wound down. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and services supported by proprietary research and capital market insights.
Garrett R
Series 66
Tampa, FL
UBS Financial Services
Garrett Roberts is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Fisher Investments. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.
Stephen M
Series 63, Series 65
Tampa, FL
UBS Financial Services
Stephen Murray is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1995. Outside of his advisory work, he serves as a member of the Board of Directors for the Museum of Science and Industry in Tampa, Florida. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.
Michael C
Series 66
Tampa, FL
UBS Financial Services
Michael Carey is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2002. Prior to UBS, he was employed at PriceWaterhouseCoopers beginning in 1989, where he is currently assisting with client transitions as he prepares to leave the firm. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.
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