Experience

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.

Michael enjoys offering clients 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 the
ability to deliver results.
With more than 25 years of industry experience, Michael strives to be 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 to help client’s meet their goals.

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, he is a representative serving as a member of the Hospital governance/executive boards.