Your wealth. For generations.

Create your legacy for those who matter

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Bradley Simenz

Senior Vice President–Wealth Management

Financial Advisor

Bradley has been in the financial services industry for over 25 years in various capacities, working with both individuals and, for over a decade, with some of the most prominent portfolio managers around the country. In 2010, he joined UBS as a Financial Advisor. Brad has a passion for studying the markets and using his knowledge to help individuals and families achieve their financial goals.  In his free time, Brad enjoys family time, fitness, live music and travel. He and his wife and two children are long-time Shorewood, WI residents.  

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • IL
  • KY
  • MN
  • NC
  • TX
  • WA
  • WI
  • WY
17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Three generations in apple orchard

Turn possibilities into a plan

Mountain climbers on peak at sunrise

A leading global wealth manager

Family on back porch

Wealth transfer across generations

LA Skyline

Los Angeles fire relief

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.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

Financial strength

Driving confidence.
A-  Standard & Poor’s
A  Fitch
A3
  Moody’s


UBS AG, long-term senior secured debt rating. As of 03/31/2024

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