$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Brad has enjoyed learning from successful people his entire life, including mentors, clients, coaches, the Notre Dame family, and his father-in-law, Earl Bossenberry (a 30 year veteran broker with Goodbody and Merrill Lynch). Brad's passion is to help clients have a positive attitude about meeting the financial challenges of investing, aging, and coping with turning points in their lives. As an advisor, his clients trust that he is uniquely positioned to help build lasting financial security. Brad married his high school sweetheart in 1987 and resides in Royal Oak, raising a daughter and son.
Education
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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