Exceeding expectations for generations

Private Wealth Management

Our holistic approach: growth, preservation and investment strategies customized to meet your individual needs.

Preserving and growing your legacy is our legacy. Our consultative approach encompasses an understanding of your experiences, values and aspirations. Your personal trust is most important to us.

We stay actively engaged whether we are investing for endowments, businesses or multi-generational families. We offer unique, creative and customized investment plans that match your financial goals.

Our ideal client desires a long-term trusted relationship with us for their entire family.
- Berman Lowenthal Bissett Group

Why work with the Berman Lowenthal Bissett Group?

Each member of the Berman Lowenthal Bissett Group has a specialized area of expertise to address all the complexities of your objectives.

Count on us to:

Build a meaningful relationship with all members of your family, home office, and trusted advisors

Offer opportunities to engage with industry thought leaders

Craft unique solutions to satisfy individual financial needs

Keep you informed and on-track to achieve your life goals

Start the planning conversation

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Custom solutions for your situation

The Family Office Consultant

Family Office Consultants (FOCs) are among a select group of Private Wealth Advisors who have earned a UBS business designation demonstrating their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients. Understanding the complexities of intergenerational wealth, FOCs align specific needs to the full suite of UBS capabilities.

Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.
Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.

Brian L. Lowenthal, CFP

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- VA
- WA
“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, 2023The 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, 2023The 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.
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401
Kristen Bissett

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- VA
- WA
“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 between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September 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, 2023The 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, 2023The 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 Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The 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.
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401
Monique Burns

Authorized Officer

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- VA
- WA
“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.
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401
Brittney Alexandra Dick

Client Associate Senior
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- VA
- VI
- WA
Brittney Dick joined the Berman Lowenthal Bissett Group in 2019. In her role, Brittney is focused on the team's operations and administration for the team. She strives to find efficient ways to improve and accomplish tasks to enhance the client experience. Brittney previously worked at a UBS office in Boston.

Education and Experience
- Senior Private Client Associate at J.P. Morgan Securities
- Senior Private Client Associate at AB Bernstein
- Stonehill College, B.S. Business Management
- Accredited Investment Fiduciary^®
- Holds Series 7, 66
- FL Insurance License - Life, Health, Annuities
Making a Difference
- Volunteer, Peggy Adams Animal Hospital
- Volunteer, West Palm Beach Parks & Recreation
Brittney is originally from Massachusetts and now lives in Delray Beach with her husband and their two dogs. She enjoys running, biking, swimming, kayaking, traveling and cheering on the New England Patriots.
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Joseph Gorel

Client Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- VA
- WA
The newest member of the team, Joey Gorel, joined in 2021. Joey focuses on the team's daily administrative and operational tasks. He is committed to going "above and beyond" when providing clients with timely and personalized service. He is working toward earning his Series 7 designation and looks to increase his learning by also earning more designations.

Education and Experience
- Florida State University, B.S., Finance
- Organized Youth Programs Coordinator
- Passed the Securities Industry Essentials® (SIE® ) Exam
Making a Difference
- Volunteers with All Around Youth Sports
- Involved with the Jewish Community Center
Joey currently resides in Palm Beach Gardens. During his free time, he enjoys going to the beach, weightlifting and watching sports.
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

Brian L. Lowenthal, CFP

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- VA
- WA
“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, 2023The 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, 2023The 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.
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401
Kristen Bissett

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- VA
- WA
“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 between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September 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, 2023The 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, 2023The 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 Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The 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.
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401
Monique Burns

Authorized Officer

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- VA
- WA
“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.
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401
Brittney Alexandra Dick

Client Associate Senior
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- VA
- VI
- WA
Brittney Dick joined the Berman Lowenthal Bissett Group in 2019. In her role, Brittney is focused on the team's operations and administration for the team. She strives to find efficient ways to improve and accomplish tasks to enhance the client experience. Brittney previously worked at a UBS office in Boston.

Education and Experience
- Senior Private Client Associate at J.P. Morgan Securities
- Senior Private Client Associate at AB Bernstein
- Stonehill College, B.S. Business Management
- Accredited Investment Fiduciary^®
- Holds Series 7, 66
- FL Insurance License - Life, Health, Annuities
Making a Difference
- Volunteer, Peggy Adams Animal Hospital
- Volunteer, West Palm Beach Parks & Recreation
Brittney is originally from Massachusetts and now lives in Delray Beach with her husband and their two dogs. She enjoys running, biking, swimming, kayaking, traveling and cheering on the New England Patriots.
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Joseph Gorel

Client Associate
View bio
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- PA
- RI
- SC
- VA
- WA
The newest member of the team, Joey Gorel, joined in 2021. Joey focuses on the team's daily administrative and operational tasks. He is committed to going "above and beyond" when providing clients with timely and personalized service. He is working toward earning his Series 7 designation and looks to increase his learning by also earning more designations.

Education and Experience
- Florida State University, B.S., Finance
- Organized Youth Programs Coordinator
- Passed the Securities Industry Essentials® (SIE® ) Exam
Making a Difference
- Volunteers with All Around Youth Sports
- Involved with the Jewish Community Center
Joey currently resides in Palm Beach Gardens. During his free time, he enjoys going to the beach, weightlifting and watching sports.
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Exceeding expectations for generations

Our holistic approach: growth, preservation and investment strategies customized to meet your individual needs.

Why work with the Berman Lowenthal Bissett Group?

Private Wealth Management

Custom solutions for your situation

The Family Office Consultant

Who we work with

Brian L. Lowenthal, CFP

Kristen Bissett

Monique Burns

Brittney Alexandra Dick

Joseph Gorel

Brian L. Lowenthal, CFP

Kristen Bissett

Monique Burns

Brittney Alexandra Dick

Joseph Gorel

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Education

Credentials

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Education

Credentials

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Backed by the strength of UBS

A global leader in wealth management

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