Michael Carey, CFP® in

Michael Carey, CFP®

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Senior Vice President - Wealth Management at UBS
📍 Tampa, Florida, United States

Michael Carey is a Senior Vice President of Wealth Management and a Certified Financial Planner® at UBS in Tampa. He leverages a background in Applied Mathematics from SUNY Buffalo and previous experience as a Senior Pension Consultant at PwC to specialize in corporate retirement plans and comprehensive financial planning for individuals and families.

Outside of his professional role, Michael lives in Tampa with his wife and two daughters. He is an active community supporter, promoting charitable events like the Swanky Soiree for Brookwood Florida. His personal interests include golf and traveling with his family.

He has a specialized focus on advising corporate retirement plan sponsors, helping them navigate complex regulations.

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Experience
36 Years
Current Role
Senior Vice President - Wealth Management
Job Level
Leadership
Location
Tampa, Florida, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Michael cares about

Corporate Retirement Plans
Advises plan sponsors on 401(k) options and helps them stay informed about legislative and regulatory changes, drawing from his background as a pension consultant.
Wealth Management
As a CFP®, he provides comprehensive financial planning services for individuals and families to help them manage and grow their assets.
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Career

Work history

6-2002
Senior Vice President - Wealth Management
UBS
4-1989 - 3-2002
Senior Pension Consultant
PwC
In the press

Media appearances

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Education
B.S.
B.S. in Applied Mathematics from the State University of New York College at Buffalo
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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