Mike Carr

Mike Carr Email and Phone Number

Senior Vice President - Wealth Management at UBS Financial Services, Inc. @ UBS
zurich, zurich, switzerland
Mike Carr's Location
Gainesville, Florida, United States, United States
About Mike Carr

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.**

Mike Carr's Current Company Details
UBS

Ubs

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Senior Vice President - Wealth Management at UBS Financial Services, Inc.
zurich, zurich, switzerland
Website:
ubs.com
Employees:
81377
Mike Carr Work Experience Details
  • Ubs Financial Services
    Athlete And Entertainment Consultant
    Ubs Financial Services Feb 2022 - Present
  • Ubs
    Senior Vice President - Wealth Management
    Ubs Aug 2015 - Present
    Gainesville, Florida
    Resident Director
  • Merrill Lynch
    Svp
    Merrill Lynch Jun 1997 - Aug 2015
  • Bank Of America
    Vice President
    Bank Of America Aug 1989 - Jun 1997

Mike Carr Skills

Retirement Retirement Planning Financial Analysis Strategic Financial Planning Relationship Management Strategic Planning Financial Services Leadership Management Finance Risk Management Wealth Management Financial Planning Financial Advisory Public Speaking Portfolio Management Asset Management

Mike Carr Education Details

Frequently Asked Questions about Mike Carr

What company does Mike Carr work for?

Mike Carr works for Ubs

What is Mike Carr's role at the current company?

Mike Carr's current role is Senior Vice President - Wealth Management at UBS Financial Services, Inc..

What is Mike Carr's email address?

Mike Carr's email address is mike_carr@ml.com

What is Mike Carr's direct phone number?

Mike Carr's direct phone number is +135237*****

What schools did Mike Carr attend?

Mike Carr attended Florida State University.

What skills is Mike Carr known for?

Mike Carr has skills like Retirement, Retirement Planning, Financial Analysis, Strategic Financial Planning, Relationship Management, Strategic Planning, Financial Services, Leadership, Management, Finance, Risk Management, Wealth Management.

Who are Mike Carr's colleagues?

Mike Carr's colleagues are Sophia Ngo, Florentina Ballabani, Xi Y., Jonathan Steffy, Cpa, Cams, Amit Mishra, Jim Loney, Julien Belet.

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