Insight-based advice

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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.

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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
    • NM
    • NV
    • OH
    • OK
    • OR
    • PA
    • SC
    • 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
      • Michael-Meyer

        Michael G. Meyer

        Director

        Wealth Advisor

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        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • ID
        • KS
        • MA
        • MN
        • MT
        • NM
        • NV
        • OH
        • OR
        • PA
        • SC
        • 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
          • Christina-Arvidson

            Christina Ann Arvidson

            Client Associate

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            • AZ
            • CA
            • CO
            • ID
            • MT
            • OR
            • 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 dogs, Lhotse and Meru.

             

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

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              UBS Wealth Way

              UBS Wealth Way

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              UBS and Credit Suisse—stronger than ever

              Managing wealth is our craft

              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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              In invested assets globally 
              As of 11/07/2023

              51 countries

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