Mike Carr Email & Phone Number

Why Carr and Associates at UBS?I have developed a business model that focuses on providing customized strategies to complicated financial situations. By using an institutional approach to investment and risk management coupled with a commitment to the highest level of personal service, my team are dedicated, hard-working, passionate professionals who are committed to looking out for your best interest.My team can help you pursue the life you envisioned by leveraging the resources available here at UBS. - Risk Management- Retirement Income Strategies- Long-Term Care Planning- Wealth Transfer Strategies- Trust & Estate Planning Strategies- Solutions for Concentrated Stock Positions- Access to Banking Services- Home Financing & Customized Lending Services- Philanthropic Planning- Legacy ManagementWho We Serve Best:My team excels in working with families, corporate executives and professional athletesHighlights of my professional career:- Joined UBS in August of 2015 as SVP and Branch Manager- 18 years with Merrill Lynch - Member of Merrill Lynch’s “Circle of Excellence”- Resident Manager for Gainesville office 2003-2011 (Merrill Lynch)- Barron's Top 1,000 Advisor in 2010- Advisory Council to Management 2005-2007 (Merrill Lynch)A Few of My Passions:My passions include inshore fishing trips with my family, clients and friends, working out and almost all athletic events.I have lived in Gainesville since 1997 with my wife Carrie./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Retirement, Retirement Planning, Financial Analysis, Strategic Financial Planning, and 13 others.

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  Florida State University

  Finance, General