Insight-based advice

Bucket of baseballs

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Three generations in front yard

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Brian-Ballard

    Brian Ballard

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • ID
    • KS
    • MA
    • MD
    • MI
    • MN
    • MT
    • NM
    • NV
    • OH
    • OK
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WA
    • WY

    Brian Ballard is a Wealth Management Advisor with more than 25 years of experience providing financial solutions for families and professionals who are nearing or in retirement. Many of his clients prefer to focus their time and resources on their family, travel or recreation and need to collaborate with a strong financial team with the industry leading resources of UBS Financial Services to help build and manage their wealth.  Our goal is for each of our clients to enjoy more and worry less. Brian and his family, including his wife Mary and their four children, reside in Ogden and enjoy a wide variety of the activities that Utah has to offer for outdoor enthusiasts.

        • Wealth Advisor
        95 State Street
        Suite 2210
        Salt Lake City, UT 84111
      • Michael-Meyer

        Michael G. Meyer

        Director

        Financial Advisor

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        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • HI
        • ID
        • KS
        • MA
        • MI
        • MN
        • MT
        • NM
        • NV
        • OH
        • OK
        • OR
        • PA
        • SC
        • TX
        • UT
        • VA
        • WA
        • WY

        Michael Meyer is dedicated to building and managing the wealth of his clients and finds great satisfaction in simplifying the complexity of their financial lives so they are empowered to make smarter decisions with their money. The Ballard Meyer Wealth Management Group provides personalized wealth management and financial planning services to families nearing or in retirement and affluent business owners and partnership groups that need pre-tax or tax-deferred solutions for saving additional retirement funds.  

        Michael and the Ballard Meyer team offer clients the intimacy and personalized attention of a small firm combined with the industry leading research, technology and global resources of UBS. This fusion of expertise provides an exceptional ability to deliver results. The team’s approach is comprehensive: they gather insights about each client’s unique personal and financial situation to become aligned with the client and build a tailored plan that provides a superior client experience.

        With more than 20 years of industry experience, Michael has built a reputation as a trusted advisor, able to simplify his clients’ lives, allowing them to focus on activities they enjoy.  Prior to joining UBS in 2009, he began his career at Smith Barney monitoring internal branch operations activities and then transitioned to building a career in financial planning.  Impressively, he entered college early at 16 years old, and then at 18 was accepted into the Smith Barney Financial Advisor Training Program, making him the youngest person accepted up to that point.  Michael earned the UBS IMCA Wealth Advisor designation awarded by the Investment Management Consultants Association ("IMCA®). 

        In addition to his role on the Ballard Meyer Wealth Management Group, Michael is the Director and Branch Manger of the combined Utah business which consists of Salt Lake City, Park City and Ogden offices. 

        Michael resides in South Ogden with his wife, Amber, and their three sons. They are very social and enjoy spending time with their friends and family.  Michael embraces the “work hard, play harder” philosophy, and his favorite pastimes include golfing, swimming, skiing and traveling.   He also understands the importance of improving his local community and currently serves the Intermountain Hospital McKay Dee Foundation as a Board Member and as a Co-Chair of Community and Business Development as well as Chair of the Shadow Valley Elementary School community council.

            • Wealth Advisor
            95 State Street
            Suite 2210
            Salt Lake City, UT 84111
          • Christina-Arvidson

            Christina Ann Arvidson

            Client Associate

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            • AZ
            • CA
            • CO
            • ID
            • PA
            • TX
            • UT
            • WA

            Christina Arvidson joined the UBS team in August 2019 as a Client Service Associate at the Ogden, Utah office. She is originally from Pennsylvania, and she earned her Bachelor of Arts in Economics from Boston College and Master's Degree in Hotel Management from Cornell University. Christina worked for seven years in the hospitality industry prior to shifting into finance in 2016. She is motivated by her passion to help others. In her free time, Christina enjoys skiing, hiking, and racing triathlons. She resides in Ogden with her husband, Jackson, and their dog, Lhotse.

             

              • Boston College, Economics
              • Cornell University, Master's Degree in Hotel Management
                95 State Street
                Suite 2210
                Salt Lake City, UT 84111
              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Wealth, from your point of view

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager