The Lodesterre Group - UBS Financial Services Inc.

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150 2nd Ave N Ste 1000
Saint Petersburg, FL 33701
+1 (727) 892-2552
https://advisors.ubs.com

The Lodesterre Group at UBS Financial Services Inc. in Saint Petersburg, FL, is dedicated to helping clients organize their financial lives through personalized strategies focused on liquidity, longevity, and legacy. Their mission is to provide quality financial advice and build long-term relationships based on exceptional client service.

Led by Senior Vice President Timothy Walsh, who has over 37 years of experience in wealth management, the team specializes in estate planning, risk management, and multi-generational wealth preservation. Client Associate Rose Marie Bien brings over 20 years of expertise in financial services, contributing to the group's commitment to customized solutions and client satisfaction.

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