Exceeding expectations for generations

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“I enjoy keeping clients laser focused on their investment goals in both good times and bad.”

Brian Lowenthal specializes in all facets of investment strategy and asset allocation. He has worked with the team since 2007 and is a dedicated student of the markets. Brian enjoys working together with sophisticated clients to create individualized financial strategies. 

Credentials that Build Confidence

Brian has two decades of experience working with multi-generational families, corporate executives and not-for-profit organizations.

• CERTIFIED FINANCIAL PLANNER®
• Director at Lehman Brothers/Barclays
• Financial Advisor at Merrill Lynch
• Assistant Vice President at Sanford C. Bernstein and Co in 1997

 Making a Difference

• Board of Temple Beth David in Palm Beach Gardens
• Morse Geriatric Center

Brian earned a B.A. in Communications from the State University of New York at Buffalo. He is an avid sports fan who is especially passionate about football teams FSU Seminoles and NY Giants.  Brian enjoys traveling and listening to a broad variety of music. He resides in Palm Beach Gardens with his wife and two daughters.

• Barron's Top 1,200 Financial Advisors, 2018, 2019
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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• CO
• CT
• DC
• DE
• FL
• GA
• IL
• KY
• MA
• MD
• ME
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• MN
• NC
• NH
• NJ
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• NV
• NY
• PA
• RI
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“There is no better job, no better place for me. Most clients have income needs, and that is one area where our strategies really make an impact.”

Kristen Bissett has always been captivated by the markets, even at a young age.  One of the favorite parts of her job is aligning her investment ideas with our clients’ financial needs.  She’s spent the last decade specializing in macroeconomic research and its impact on clients' portfolios.  She now works on crafting customized asset allocations and implementation strategies for multigenerational families, entrepreneurs and not-for-profit organizations.

Prior to joining UBS Private Wealth Management in 2015, she was an Investment Strategist for Barclays and JP Morgan Private Bank.

Giving Back

• Treasurer for the Center for Creative Education
• Member of the Young Friends of the Kravis Center

Kristen graduated from Drew University with a B.A. in economics.  She loves being outdoors, especially golfing, hiking, and listening to live music. She resides in Palm Beach Gardens with her husband, daughter and two dogs.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Women Wealth Advisors, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

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• FL
• GA
• IL
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• MA
• MD
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“I enjoy a highly personalized and proactive relationship with our clients.”

With over 30 years of experience in the financial services industry, Monique Burns brings her vast knowledge of the financial markets to the Berman Lowenthal Bissett Group.  She focuses on deepening client relationships and understanding client's specific requirements.  Through an analysis of each family's needs, she and the team offer individualized and appropriate  strategies. 

Prior to joining the team in 2017, Monique worked in various capacities at Merrill Lynch, Stifel Nicolaus, First Union/Wachovia and First Manhattan Co.

Capabilities to impact client lives

• Comprehends the uniqueness of each family and works to achieve their financial goals
• Coordinates operational tasks and personally handles complicated account related activities (multifaceted and one-off circumstances)
• Extremely thorough and detail-oriented

Licensing and Experience

• Holds her Series 7, 9, 10, 63 and 66
• Held compliance, operational, and branch management roles
• Able to identify complex situations and offer solutions

Passion for Giving Back

• Board member of St. Mark's Episcopal School Advisory Board, Palm Beach Gardens, FL
• Former Senior Warden of St. Mark's Episcopal Church, Palm Beach Gardens, FL 
• Volunteer Work: Suncoast High School Theatre and Music Program, Hearts of Palm, St. George's Community Center Kitchen

Monique graduated Magna Cum Laude from Montclair State University with a B.S. in Business Administration. She began her career in New York City before relocating to Florida in 1991 to open First Manhattan Co.'s satellite office in West Palm Beach.  Monique and her husband reside in Palm Beach Gardens where they raised their children.  In her free time, she enjoys traveling, cooking, and gardening.

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Doug Cion was born in Bethpage, NY and grew up on Long Island where he attended both high school and college, graduating from Stony Brook University in 2009. In 2012, he and his girlfriend (who he met in senior year English class) moved to West Palm Beach along with their two dogs. Several years later, they got married and decided to move back to New York after Doug accepted a position at a broker dealer firm, Beech Hill Securities in 2015. It took less than 2 years for them to move back to Palm Beach Gardens in 2016 because they missed the South Florida lifestyle and Doug was hired at Hightower Advisors as a Client Associate. For the next 7 years, his experience and knowledge of the industry grew and feeling like it was time to take the next step in his career progression, he left Hightower to join us at UBS as a Senior Client Service Associate.

In his free time, you'll find Doug exercising in his garage gym or hiking with his wife Nichole, except when the New York Yankees or Dallas Cowboys are playing.

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Diane P. Nelson started her career in 1995 at Prudential Securities in Vero Beach, Florida after moving from New Jersey a few years earlier. She left Prudential in 1999 and in 2023 she will celebrate her 24rd anniversary at UBS. Diane is an integral part of Berman Partners, responsible for supporting team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Diane also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.

Diane is FINRA registered and holds the Series 7 and Series 66 Securities licenses as well as the Florida Life, Health and Variable Annuity insurance license.

Diane is a graduate of Bloomsburg University of Pennsylvania and in her free time enjoys reading, hiking, going to the movies and photography. She is a member of the United States Parachute Association and can often be found taking pictures of skydivers at various events on the east coast of Florida as well as events in other parts of the country.