Athletes and entertainers, let’s talk legacy

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We know the value of having the right team by your side—in the game and in life. It's all about getting the best information to help inform your decisions. That's why we work closely with you, your managers, agents, attorneys and CPAs by maintaining open communication, sharing our ideas and aligning our advice. We have one goal—helping to support and preserve your financial well-being today and tomorrow.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

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    Andrew Bruen

    Senior Vice President–Wealth Management

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    • AL
    • AZ
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    • DC
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    Andrew lives in Harding Township, NJ with his wife (Callie) and three children (Ella Rose, Graham, and Teddy). Andrew has served as a volunteer at Morristown Medical Center in a variety of capacities, currently serving on the Brookfield Legacy Society Committee. He also serves on the board of the New Vernon Cemetery Association in New Vernon, NJ. Andrew enjoys spending time with his family, cheering for his Auburn Tigers, and playing golf. Andrew is a graduate of The Morristown-Beard School in Morristown, NJ and Auburn University in Auburn, Alabama.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Morristown-Beard School
    • Auburn University
      Professional athletes
      Professional entertainers
      500 Campus Drive
      Florham Park, NJ 07932
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      Bonnie Bravo

      Senior Wealth Strategy Associate

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      • FL
      • NJ
      • PA
      • TX
      • VA

        • Wagner College, B.S. Business Administration
          500 Campus Drive
          Florham Park, NJ 07932
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          Karen Behre

          Senior Client Associate

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                  500 Campus Drive
                  Florham Park, NJ 07932

                A focus on personalized access and service

                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                The unique needs of athletes and entertainers

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                Athletes and entertainers, let’s talk legacy

                We can focus on your finances.

                So you can focus on your game.

                As a professional athlete, the financial decisions you make today can have significant long-term consequences. That's why planning for the future couldn't be more important.

                1The Sports Financial Literacy Academy, Money Smart Athletes blog, April 2019.

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                As of 06/30/2022

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                Our global footprint

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                UBS is a world-leading wealth manager