As we move into May and prepare for the summer season ahead, it’s a great time to refocus on growth, connection, and new opportunities. This month, we’re celebrating Small Business Month and recognizing the entrepreneurs and local businesses that continue to strengthen our communities and drive innovation every day.
We’re also excited to share several important updates across the U-Vest® family, including the addition of two new partner firms and the opening of our Clearwater office location. These milestones reflect our continued commitment to growth and delivering personalized service to clients across the country.
Celebrating Small Business Month
Every May, we recognize the incredible impact of small businesses and the hardworking entrepreneurs behind them.
At U-Vest®, we’re proud to support small business owners with financial solutions designed to help businesses grow and succeed. From business banking and lending options to personalized financial guidance and convenient digital tools, we’re here to help you focus on running and growing your business.
Ready to take your business to the next level? Contact your Dedicated Advisor Team today to learn how we can support your financial goals.
Welcoming Our Newest U-Vest® Partners
We’re thrilled to welcome two outstanding firms to the U-Vest® family following successful mergers completed in April. We can’t wait for you to get to know these new members of our team who will be joining us moving forward!
Private Wealth Management & Consulting
Led by Eddie Knowles, AIF®, BFA™, this Tallahassee-based firm brings a strong commitment to personalized financial guidance and client-focused service. We’re proud to expand our Tallahassee and Daphne teams with them and partner with a group that shares our values and vision. Learn more about them here: pwmcllc.com
Financial Seasons Group
Based in Virginia and led by Bill Creveling, CFP®, CRPC®*, Financial Seasons Group joins us with a reputation for thoughtful financial planning and long-term client relationships. We’re excited to welcome their team and clients to the U-Vest® family. Learn more about them here: financialseasonsgroup.com
*CRPC conferred by College for Financial Planning.
Our Clearwater Office is Opening Soon!
Last month, we shared the exciting news about our upcoming Tampa Bay Area office move, and we’re happy to share that our new Clearwater location is expected to be open by the end of the month!
New Address:
28100 US Highway 19 North
Suite 410
Clearwater, FL 33761
(727) 343-4200
Welcoming Summer Ahead
As we begin to head into the summer season, we hope you’re able to enjoy time with family, vacations, and all the moments that make this time of year special. Whether you’re traveling, planning ahead, or simply slowing down to recharge, we are here to support “U” through every season.
Reminder: Our offices and the stock market will be closed on Memorial 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!
At U-Vest®, your goals are our priority. Whether you’re planning ahead, navigating changes, or simply checking in on your financial strategy, our team is here whenever you need us.
Special Dates Coming Up in June:
June 7 — National Cancer Survivors Day
June 19 — Juneteenth
June 21 — Father’s Day
June 28 — National Insurance Day
June is Alzheimer’s Awareness Month
June is National Men’s Health Month