A complete list of active advisors currently associated with Uhler Vertich White Advisors

Warmer can help you find a great advisor at Uhler Vertich White Advisors or one who fits your needs even better.

Uhler Vertich White Advisors provides discretionary and non‑discretionary wealth management and comprehensive financial planning to individuals, high‑net‑worth clients and institutional entities such as pension plans, foundations, and charitable organizations. The firm delivers portfolio management primarily through mutual funds and exchange‑traded funds and offers brokerage and insurance solutions via its advisors’ affiliation with Raymond James, including participation in the Raymond James Ambassador wrap‑fee program. Investment advice is driven by written financial plans and investment policy statements and implemented with diversified, asset‑allocated mutual fund/ETF portfolios; the firm does not research or recommend individual stocks or bonds, instead relying on third‑party fund managers, Morningstar and Raymond James research, and meetings with fund managers. For clients who need cash flow, the firm explicitly reserves multi‑year cash buffers in money‑market or short‑term bond funds to reduce the likelihood of selling growth assets at a loss, and it may use sub‑advisers or model portfolios for portions of client accounts. Distinctive disclosures include the firm’s public use of third‑party ratings — a practice that is uncommon among similar teams — and an explicit statement that it uses third‑party AI tools for operational and client‑service tasks while not employing AI in investment selection. The brochure also details potential conflicts arising from the advisors’ dual registration with Raymond James (commission and insurance compensation), the Ambassador program’s cash‑sweep and billing mechanics, and receipt of vendor sponsorships or travel support, all of which the firm documents in its written disclosures.

To learn more about the advisors currently working at Uhler Vertich White Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.