UBS Advisor Michael Carr Jr. Earns Designation for Advising Clients in the Sports and Entertainment Industries

Business

UBS Wealth Management USA announced that Michael Carr Jr., a Financial Advisor in the firm’s Gainesville, Florida, office, has earned the Athletes and Entertainers Consultant (“AEC”) designation at UBS. Michael has over 25 years of experience in the wealth management industry, strategically navigating the complex financial needs of Major League Baseball and National Football League players, as well as college football coaches throughout their careers. Since 2021, Michael has been part of the Zelniker Dorfman Carr & Heritage Group, a team that manages $1.75 billion in client assets and works with ultra-high and high-net-worth individuals, businesses, and families across New York and Florida. He has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list every year since 2019. UBS launched its Athletes and Entertainers Strategic Client Segment in 2019, to provide holistic financial advice and guidance to clients across the sports and entertainment industries. The segment is led by former professional football player, Adewale “Wale” Ogunleye, who works to deliver the best advice and guidance the firm has to offer to athletes and entertainers, through a select group of Financial Advisors dedicated to serving their complex and unique needs. Michael is one of 32 advisors at UBS in the U.S. to receive the AEC designation.

« View The Wednesday Apr 13, 2022 SRQ Daily Edition
« Back To SRQ Daily Archive

Read More

Marathon Man

Marathon Man

Barbie Heit | Jul 1, 2024

The Scoop

The Scoop

Dylan Campbell | Jul 1, 2024

Melissa Voigt Named Sarasota Opera Director of Development

Melissa Voigt Named Sarasota Opera Director of Development

Jun 21, 2024

Choral Artists of Sarasota Welcomes Danielle La Senna as its New Executive Director

Choral Artists of Sarasota Welcomes Danielle La Senna as its New Executive Director

May 10, 2024