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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    • 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, 2022, 2023The 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.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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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        • Wagner College, B.S. Business Administration
          500 Campus Drive
          Florham Park, NJ 07932
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          Karen Behre

          Client Associate Senior

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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.

                Backed by the strength of UBS

                A global leader in wealth management

                $3.9 trillion

                In invested assets globally 
                As of 12/31/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager