Let's move forward. Together.

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.

Mountaintop

Brett Moore

Senior Vice President–Wealth Management

Retirement Plan Consultant

My industry expertise began with fascination and passion at an early age much like an old world cobbler learns while being an apprentice. Coupling natural skills with learned experiences for the single quest to help others precipitates pride and contentment in my daily affairs. I am fortunate to be able to work in an ever changing industry that is exciting , challenging and never the same. I would love nothing more than an opportunity to serve you.

My social contract with the world allows me give back. My most effective contributions come in the form of helping others learn to help themselves, and enriching the community through the arts.

I received my MBA from Tulane University as well as a Personal Financial Planning Certificate from U.C. Irvine.

 

Ca Insurance License #OC32018

Registered States:
  • AR
  • CA
  • DE
  • FL
  • IA
  • KY
  • MA
  • MI
  • NC
  • NJ
  • NY
  • TX
  • VA
  • WI

Education

  • MBA, Tulane University
  • Personal Financial Planning Certificate, U.C. Irvine

Credentials

  • Retirement Plan Consultant
  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Your goals are the starting point
Retirement Plan consulting
Financial planning
Retirement planning
Philanthropy
Custom portfolios
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

Email Me

House View Monthly

Couple in an art gallery

Comprehensive planning for significant wealth

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

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

Insights

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings