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.


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
  • NY
  • TX
  • VA
  • WI


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


  • 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
Custom portfolios
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
  • (561) 367-5577

Email Me

Outlook on interest rates

Global art initiative

Global art initiative



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.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager