Bart Bates - UBS Financial Services Inc. is a reputable wealth management firm located in Saint Petersburg, FL. With over 34 years of experience, Bart Bates, a First Vice President and Wealth Management Financial Advisor, has been assisting clients in managing their wealth through various market conditions. Specializing in asset allocation, total portfolio management, retirement income planning, education funding, charitable giving, and estate planning, Bart provides insight-based advice to help clients confidently pursue their life goals.
Backed by the strength of UBS, a global leader in wealth management with $3.9 trillion in invested assets globally, Bart Bates and his team emphasize the importance of understanding clients' priorities and concerns. By listening to their clients and discussing their vision for the future, they work together to create personalized strategies that align with their clients' financial objectives. With a focus on liquidity management and a commitment to providing exceptional service, Bart Bates - UBS Financial Services Inc. is dedicated to helping clients navigate the complexities of wealth management.
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