Theresa Bursey

BRANCH MANAGER AT UBS

 
 
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With over 15 years of experience at UBS, Theresa Brings her energy, creativity, and passion for the wealth management business as the Branch Manager of the St. Petersburg Office.  In her role, she serves as an advocate and partner to the financial advisors and support staff that deliver complete wealth management to their clients.  Prior to joining the Tampa Bay community, Theresa held various positions in our home office representing our Advisory Business, UBS Asset Management, the UBS Private Bank, as well as UBS International.  This has given her the knowledge and perspective to help attract and retain HNW and UHNW clientele.  In 2016, Theresa was named the Assistant Market Head for the Florida Gulf Coast Market before she was promoted to become Branch Manager of St. Petersburg in August of 2019.

 

Breakout Session

Own Your Work & Take Your Seat At The Financial Table

Do you wish you were more engaged with you finances, but struggle with
where to start?

It all stars with a purposeful dialogue to identify what has shaped your financial life and how you address your financial future.  Join us for an engaging and interactive session on how women can take their seat at the money table no matter what stage of life they may be at.
We will begin with a purposeful dialogue that helps answer the questions:
- What do you want to accomplish in your life?
- What are your main concerns?
- How do you achieve your life¹s vision?

Great! Now how do you get there? Through an interactive session we will address the cornerstones of building financial confidence.
- Identifying your risk profile and how to invest based on that.
- Basics of setting short, medium, and long term goals.
- Planning for a 30+ year retirement
- Components of a well-diversified portfolio
- Key economic indicators to follow