Bart Bates - UBS Financial Services Inc.
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150 2nd Ave N Ste 1000
Saint Petersburg, FL 33701
Bart Bates is a First Vice President and Wealth Management Financial Advisor with UBS Financial Services Inc. in Saint Petersburg, FL. With over 34 years of experience, he specializes in asset allocation, total portfolio management, and retirement income planning, guiding clients through various financial climates.
His educational background includes a bachelor's degree in business administration from the University of South Florida and completion of the Securities Industry Institute program at the Wharton School of Business. Bart emphasizes a comprehensive approach to wealth management that encompasses liquidity, longevity, and legacy strategies tailored to individual client needs.
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