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
    • MN
    • MT
    • NC
    • NM
    • NV
    • OH
    • OR
    • PA
    • TX
    • UT
    • 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
        brian.ballard@ubs.com
        Brian Ballard
        95 State Street,Salt Lake City,UT,84111
      • Michael-Meyer

        Michael G. Meyer

        Director

        Wealth Advisor

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        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • ID
        • KS
        • MA
        • MN
        • MT
        • NC
        • NM
        • NV
        • OH
        • OR
        • PA
        • TX
        • UT
        • WA
        • WY

        Michael offers clients the highest degree of personalized attention like that of a
        boutique firm combined with the industry leading research, technology, financial
        strength and global resources of UBS. This fusion of expertise provides an
        exceptional ability to deliver results.
        With more than 25 years of industry experience, Michael has built a reputation as
        a trusted advisor with a focus on providing personalized wealth management and
        financial planning services to successful professionals, their intergenerational
        families, pre-retirees, retirees, and affluent business owners. His approach is
        comprehensive: he will gather insights about each client’s unique personal and
        financial situation to build a tailored plan that provides a superior client experience.


        Turning possibilities into a plan


        For his business owner clients he can provide:
        • Investment Banking: M&A Advisory, ESOP, Capital Raising, Valuation Services
        • Wealth Transfer Planning
        • Lending Solutions
        • Risk Management
        • Exit Strategy Planning


        For his high-net-worth clientele he can provide:
        • Intergenerational wealth transfer
        • Liquidity strategies/investment management
        • Retirement planning, college savings, holistic financial planning
        • Leaving a legacy & fulfilling philanthropic aspirations


        Michael has earned the UBS IMCA Wealth Advisor designation awarded by the
        Investment Management Consultants Association ("IMCA®).

        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/Layton Foundation as Chairman of the Board. As Chair of the philanthropy board I will act as a representative serving as a member of the Hospital governance/executive boards.

         

            • Wealth Advisor
            95 State Street
            Suite 2210
            Salt Lake City, UT 84111
            mike.meyer@ubs.com
            Michael G. Meyer
            95 State Street,Salt Lake City,UT,84111

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          A leading global wealth manager

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          Tariffs, volatility and your portfolio

          Are you ready?

          In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

          We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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          Backed by the strength of our parent company, UBS AG

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          UBS Group invested assets
          As of 12/31/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

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