UBS Financial Services - Ribbon Cutting Event

  • Share:
Name: UBS Financial Services - Ribbon Cutting Event
Date: July 13, 2017
Time: 5:30 PM - 7:00 PM EDT
Event Description:
Join us to celebrate the grand opening of UBS Financial Services with a Ribbon Cutting Celebration!  

UBS Financial Services Inc., part of the world's largest wealth management firm, is excited to open its new office in Gainesville located on the southwest corner of NW 8th Avenue and NW 43rd Street.  The firm opened its doors in August of 2015, but it was not until this May that their permanent location was ready for occupancy. 

Staffed by a team of highly experienced professionals, the firm has solidified its long-term commitment to the community.  The four financial advisors, Mike Carr, Kirk Ruth, Jeffrey Hogue and Jeff Rizzo, along with the five client service associates, Tina McCann, Lindy Crews, Liz Lazo, Ashley Waddington and Kristin Beckerink, bring the strength and resources of the global firm to our local market.  The entire staff has been serving the financial needs of those in the Gainesville area and beyond for an average of over 20 years each.

The firm's philosophy, to "play big and feel small" is definitely a source of strength to a community like Gainesville.  Already, the firm has made major commitments to support our local community from pledging support for the expansion of the E.T. York care center at Haven Hospice, to participating in local events such as participating as a team in the "Run Amok with the Duck" 5K to raise funds and awareness for breast cancer research.  The firm strongly supports its associates and their involvement in the community both financially as well as from a philosophical standpoint.  In fact, each year the firm hosts a global initiative called "Season of Service" which encourages employees around the world to participate in organized events and volunteer in their local communities as both teams and individuals to turn their "passion into action" and making a difference in the lives of others.

Not to be overlooked, the office realizes their mission and purpose in our community is to help clients identify, plan, and meet their financial needs and goals.  By having the global strength and resources available to them, Messrs. Carr, Ruth, Hogue and Rizzo can deliver the best ideas and solutions through an open architecture design that can be tailored to each individual client.  Their approach is to make each client experience unique and focused on their specific situation.  With their unique blend of experience, all having served as personal and commercial banking officers before entering the world of wealth management, this office is uniquely staffed to meet the diverse needs of a community like Gainesville.  Clients include individuals, families, professional athletes and coaches, businesses, charitable foundations and endowments as well as corporate retirement and pension plans.  While each client brings a unique set of needs and goals, the breadth and depth of experience the advisors and their staff bring to the table gives them the ability to understand and find solutions to best suit each particular situation.


This event will include drinks, hor d'oeuvres, and tours.

The official Ribbon Cutting Ceremony will commence at 5:45pm.
Location:
4313 NW 8th Avenue
Suite 10
Gainesville, FL  32605
Contact Information:
Tina McCann
Fees/Admission:
Free Community Event
Set a Reminder:
Enter your email address below to receive a reminder message.