St. Petersburg, FL Office

Robert Ulrich is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with client goals and risk tolerances.

Derek Hernandez is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Timothy Walsh is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. Based in St. Petersburg, FL, he works within a large institutional firm known for integrating brokerage and advisory services. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory solutions. The firm combines institutional trading capabilities with wealth management, providing services such as fee-based financial planning, portfolio management, and access to proprietary research and capital markets resources.

Christine Urban is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending.

Jacqueline Erhart is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments, Raymond James Financial Services Advisors, Inc., and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Talon Van Wert is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 registrations and 18 years of industry experience. His prior work includes roles at Fisher Investments, Bank of America, Merrill, and T. Rowe Price. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Mallory Capenhurst is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. She is a member of the Board of Directors for the Sunken Gardens Forever Foundation, which supports the preservation and education efforts of the historic botanical garden. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Trae Urie is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Carter Stanley is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC. Outside of his advisory role, he participates as a guest discussing Big 12 football teams on TuneIn Radio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Bartley Bates is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2007. Outside of advisory work, he is involved with Wrap It Up Pilings, a privately held business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad range of financial products.

Mackenzie Draganchuk is a financial advisor at UBS Financial Services with four years of industry experience. She holds the Series 66 designation and has worked at UBS since 2019. Outside of her advisory role, she manages social media for Chiavetta's Catering Company, assisting with customer engagement and online presence. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Brian Robinson is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 63 designation and bringing 33 years of industry experience. He has been with UBS since 2008. Robinson serves on the boards of the Florida Dream Center and the US Institute Against Human Trafficking, both nonprofit organizations focused on charitable and social causes. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and access to proprietary research and market analysis to tailor investment strategies to clients’ goals and risk tolerances.

Jeanette Jacobson is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2009. Based in St. Petersburg, FL, she supports clients through a well-established firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Jeffrey Ritch is a financial advisor at UBS Financial Services with 14 years of industry experience. His prior roles include positions at J.P. Morgan Securities and E*TRADE Capital Management. Outside of his advisory work, he serves as a high school basketball referee and is a non-operating owner of a fitness training business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based portfolio management with institutional trading capabilities.

Robert T. Cochrane is a financial advisor at UBS Financial Services with 30 years of industry experience, all with UBS since 1996. He holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as one of five board members overseeing the financials and services of a condominium association in Pinellas County, Florida. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.