Experience

Brad is Senior Vice President-Wealth Management Division of UBS Financial Services. He provides comprehensive wealth management services to high-net-worth individuals and families, as well as professional athletes and entertainers.

Before joining UBS, Brad served as a Director in the Sports and Entertainment Group at Morgan Stanley. Prior to that, he was part of the Wealth Management Division at Citigroup through his role at Smith Barney. He began his career in public accounting, where he earned his Certified Public Accountant (CPA) designation.

Brad holds an MBA in Finance from the Graduate School of Management at Rutgers University, where he also earned his undergraduate degree in Economics and Accounting.

He currently resides in Boca Raton, Florida. Brad has two sons—Corey, who works In Investment banking and lives in New York City, and Jason ,a Chemical Engineer who resides in Hoboken New Jersey. Brad is also a proud grandfather. Outside of work, he is an avid golfer and a passionate fan of college sports.

Kylie Hazen is a graduate of Georgetown University, where she earned a Bachelor of Science in International Business from the McDonough School of Business. While at Georgetown, she was a Division I student‑athlete on the women’s lacrosse team.

Prior to joining UBS, Kylie worked as a Financial Planning Assistant for an independent financial advisor, where she supported client service and operational functions. She also works part‑time with a South Florida–based nonprofit organization dedicated to providing children in need with access to swim lessons and water safety education nationwide.

Originally from South Florida, Kylie enjoys spending time with family and friends, staying active, and traveling.

Licensing & Registrations
• Holds Series 7 and Series 66 securities licenses, as well as life and health insurance licenses