As we welcome June and the start of summer, we're excited to share the latest news and updates from across the U-Vest® family. This month, we're highlighting the importance of protecting what matters most, celebrating meaningful milestones, and recognizing the people and organizations making a positive impact in our communities.
From supporting Angels for Change through the Swim2End fundraiser to welcoming new team members and opening the doors to our Clearwater office, we're grateful for the opportunity to continue growing alongside the clients and communities we serve.
Protection Starts with a Plan
While many people think of insurance as just another monthly expense, the right coverage can help safeguard your family, income, assets, and long-term goals when life takes an unexpected turn.
As your life changes (whether through marriage, homeownership, career growth, or retirement planning), your insurance needs may change as well. That's why it's important to periodically review your policies and make sure your coverage still aligns with your current situation.
Consider taking a few minutes this month to review:
Life insurance coverage and beneficiary designations
Health insurance options and out-of-pocket costs
Disability insurance protection
Homeowners or renters insurance coverage
Auto insurance limits and deductibles
Long-term care planning considerations
If you have questions about how insurance fits into your overall financial strategy, our team is here to help.
Making Waves for a Meaningful Cause
U-Vest® was proud to sponsor the Swim2End Shortages & 1K Fun Run hosted by Angels for Change. Held on April 26, 2026, theeventraised nearly $23,000 to support the fight against drug shortages and help ensure patients have access to the medications they need. We are honored to support Angels for Change and their mission to create a world where no patient faces a drug shortage!
Welcoming Our Newest U-Vest® Team Members
We're excited to welcome Paul Grande, Financial Advisor, and Nick Grande, Client Service Specialist, to the U-Vest® family. Based in our Clearwater office and serving clients throughout the Tampa Bay area, Paul brings extensive industry experience and a strong commitment to helping clients work toward their financial goals. Nick is just starting his journey in the financial services industry, and we are excited to welcome them both to the team!
Our Clearwater Office is Now Open!
We're excited to announce that our new Clearwater office is officially open and ready to serve clients throughout the Tampa Bay area. This new location reflects our continued growth and commitment to providing convenient, personalized service to our clients and community.
New Address:
28100 US Highway 19 North
Suite 410
Clearwater, FL 33761
(727) 343-4200
Congratulations, Samantha!
Please join us in congratulating Samantha Dunn (now Samantha Tovar) on her recent marriage! We are thrilled to celebrate this exciting milestone and wish Samantha and her new spouse a lifetime of happiness, love, and wonderful memories together.
Time to Recharge
As summer travel season begins, we hope you're able to take some well-deserved time to relax, recharge, and enjoy the people and places that matter most. Whether your plans include a cross-country adventure or a quiet weekend getaway, we wish you a safe and memorable summer. As always, the U-Vest® team is here whenever “U” need us.
Reminder: Our offices and the stock market will be closed on June 19th for Juneteenth and July 3rd for Independence Day. If you’d like to meet with your advisor prior to that, please reach out to your advisor’s office to schedule a meeting!
Special Dates Coming Up in July:
July 4 — Independence Day
July is the beginning of the third quarter (Q3)