Dale Emerick - UBS Financial Services Inc.

UBS Financial Services Inc. in Clearwater, FL, is committed to building lasting relationships with clients by understanding their priorities and concerns, offering tailored strategies to help them achieve their life goals. With over 160 years of experience in wealth management, UBS equips its financial advisors with insights into global markets, ensuring that clients receive best-in-class advice and solutions. The Clearwater branch features a dedicated team, including experienced professionals like Joseph Guccione, the Market Director, and Sandra Wagner, the Market Administrative Officer, who collaborate to meet the sophisticated needs of high-net-worth individuals and families. Their comprehensive approach focuses on quality client service and the pursuit of long-term financial success for each client. Generated from the website

Visit our office today located in Clearwater, FL. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

The Petika Wealth Management Group, part of UBS Financial Services Inc., is dedicated to helping clients navigate the complexities of financial planning with a focus on personalized strategies for wealth preservation, estate planning, and retirement income. Their experienced team emphasizes the importance of building long-term relationships through quality client service and tailored financial advice. Led by seasoned professionals, the group aims to empower individuals, families, and business owners in achieving their financial goals while maximizing potential savings and mitigating tax liabilities. With a commitment to integrity and clear communication, the Petika Wealth Management Group strives to be a primary source of financial guidance for clients across various stages of life. Generated from the website